Plan records
Define the commercial plan and keep its billing context visible to the operating team.
Product / Subscriptions
Recurring revenue without a separate billing spreadsheet.
Keep plans, billing cadence, customer assignment, and subscription status in the same portal used for invoices and payments.
Talk to our teamAvailable now
Subscription records and plan visibility are available now; advanced recovery automation requires setup.
What changes for your team
01
Track active subscriptions
02
Centralize plan context
03
See recurring obligations
04
Identify past-due accounts
Capabilities
What the product actually does.
Customer assignment
Connect each subscription to the correct customer record and activity history.
Status visibility
See active, past-due, paused, or cancelled states without checking a separate system.
Billing cadence
Represent recurring billing cycles and the dates that drive the next collection.
Trials and proration
Support for custom trial and proration rules is scoped during billing setup.
Available with setupAutomated recovery
Configurable retry and dunning workflows are planned for supported billing configurations.
Planned — contact supportEnd-to-end workflow
How the work moves.
01
Define the plan
Set the commercial terms and recurring cadence that apply to the customer.
02
Start the subscription
Assign the plan to a customer and establish the active billing context.
03
Monitor status
Review upcoming, active, and attention-needed subscriptions from the portal.
04
Resolve exceptions
Coordinate payment recovery or plan changes with a complete customer history in view.
Where it fits
Retainers
Keep monthly service commitments and account status visible to operations.
Memberships
Manage recurring customer relationships without a disconnected tracker.
Software billing
Represent plan assignment and recurring status alongside invoices and payment history.
Questions
Before you decide.
Can I see cancelled and past-due subscriptions?
Yes. Subscription status is part of the portal view so teams can distinguish active and attention-needed accounts.
Is dunning automatic?
Advanced retries and communication sequences depend on billing configuration and should be confirmed with support.
Continue exploring
Scope the right version