01
Define what repeats
Monthly support or an annual service package? Set a recurring product price with its amount, currency and billing cycle. That product determines the subscription’s billing cycle.
Subscriptions
Ongoing services. Recurring payments.
Set the price and billing cycle, create customer subscriptions and keep track of payments and changes.
Here’s what you can do.
Three examples show how you can use Subscriptions.
02
Set up the customer’s subscription
Once agreed with the customer, select the product and start date in their contact record. Automatic charges use an authorised saved payment method. Review the amount and schedule before confirming.
03
Separate subscription status from payment
Open a subscription to check its customer, amount and status. Available payment history depends on the connection. An active subscription alone does not confirm every individual payment.
What this changes for your day-to-day work.
The practical benefits of Subscriptions.
Offer a trial period
Set a trial period in days on a recurring product. Check any setup fee too: a trial does not automatically mean there is no initial charge.
Adapt a subscription to customer needs
Change products or quantities on eligible subscriptions. Preview the revised amount; the change applies from the next billing cycle.
Let customers update their card
Share the available payment update link. Customers enter their new card details themselves rather than sending them to your team in a message.
Plan retries for failed payments
With supported connections, set retry attempts and intervals. Choose whether the subscription stays unpaid or is cancelled after the final failed attempt.
Pause billing when needed
Pause eligible subscriptions until a chosen date or indefinitely. Deliberately choose how invoices are handled during the pause.
Simplified examples, not live account data.
What you need to get started.
We check access, payment provider, saved payment methods, taxes and terms for your workflow. Before use, we test setup, charging and failure handling. Not every connection supports the same subscription actions.
The subscription belongs to the contact. Course access, deliveries and tasks need a separately configured process. Changing a subscription does not perform those steps by itself.
Availability and any add-on or usage costs are confirmed for your ONE LOOP account before implementation.
Build on it.
All Sales features
Your questions, answered.
Is a subscription the same as a recurring invoice?
No. A recurring invoice template is a separate billing process and does not appear as a subscription in this list. Subscriptions created in the membership area are not automatically included either. We check which approach fits your offer.
What happens when I change products or quantities?
For supported changes, the new amount applies from the next billing cycle. Past payments remain unchanged. Added products need the same currency and billing cycle. This update flow does not include prorated charges for the current period.
What if the first payment fails?
A contact may already exist even though no subscription was successfully created. Check the subscription and payment separately. Retries depend on the provider and enabled rules; they do not guarantee payment.
Can I pause or cancel any subscription?
Available actions depend on the provider, status and your permissions. For a pause, also choose how invoices are handled. Cancellation does not refund a payment; refunds are handled separately. Access and service delivery need their own rules too.
See it with your own use case.
Let’s explore your use case and what the setup requires.
Book a demo