### How to Create or Schedule Subscriptions and Send Invoices from the Contact Details Page
In today’s fast-paced business environment, efficient and streamlined processes are key. For small to medium-sized business owners, service providers, CRM users, coaches, and consultants, HighLevel has introduced a new way to manage subscriptions and send invoices directly from the contact details page. This guide will walk you through the new features and show you how they can benefit your business.
#### Introduction
Managing customer subscriptions and invoices can be a time-consuming process. However, with HighLevel’s latest update, you can now add and schedule subscriptions, as well as create and send invoices, all from the contact details page. This enhancement simplifies your workflow, saves you time, and offers greater flexibility. Whether you use Kajabi, HubSpot, ClickFunnels, or any other CRM, this feature is designed to increase your efficiency.
#### Adding and Scheduling Subscriptions
**What’s New?**
Gone are the days of navigating through multiple pages just to add a subscription. Here’s what you can do now:
– **Quick Add Subscriptions:** Add subscriptions directly from the Payments section under Subscriptions. Simply go to Payments, select Subscriptions, and click on Add Subscription.
– **Add from Contact Details:** Alternatively, you can add subscriptions quicker from the contact details page. Navigate to Contacts, then Contact Details, followed by Payments. Select Actions, and choose Create Subscription.
– **Schedule for Future Dates:** These subscriptions can also be scheduled for a future billing date. This allows you to plan ahead by selecting a specific date to start the subscription and associated payment collections.
**Streamlined Payment Integration**
Another great feature is the streamlined payment process:
– **Choose Customer and Product:** Select the customer and product, and complete the payment using any of the existing cards on file or by adding a new card. This is all done in one smooth flow, saving you and your customers from unnecessary hassle.
#### Creating and Sending Invoices
HighLevel also makes it easy to create and send invoices directly from the contact details page:
– **Create Invoice:** From the contact details page, go to Payments and choose Actions. Select Create Invoice to be redirected to the invoice creation page, with all customer details pre-filled. This reduces data entry errors and speeds up the invoice generation process.
#### What’s Next?
HighLevel continues to innovate, with more features on the horizon:
– **Pause/Resume Subscriptions:** Soon, you will be able to pause and resume subscriptions, either for a fixed or indefinite period. This flexibility allows you to cater to varied customer needs, ensuring they receive uninterrupted service tailored to their schedules.
#### Conclusion
These new HighLevel features make managing subscriptions and invoices simpler and more efficient. Whether you’re using HighLevel, Kajabi, HubSpot, or any other CRM, the ability to quickly add and schedule subscriptions, as well as create invoices directly from the contact details page, is a game-changer.
#### Call to Action
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