In addition to the traditional invoicing features of Hectic, you have access to the full power of subscription billing. This allows you to offer your clients subscriptions to products and services and automatically bill the credit card at the beginning of a period.
**This feature requires an active Stripe connection - If you haven't yet connected Stripe, check out the guide on getting things set up.
Subscriptions are based on products or services that have prices and billing intervals. For example, a product may be "Web Hosting" which has a cost of $100 USD billed in Monthly increments.
Before you can sign your clients up for a subscription, you first need to configure your products, services, and billing intervals. This is configured under the Stripe Integration page. Navigate to the "Subscription products" tab. Click the "Add new" button in the top to create your first Product/Service.
Now that we have an active product, we can begin the process of signing the client up for the subscription. This process is accomplished by sending your client an invitation to accept the subscription and provide their credit card info to finalize the agreement. Navigate to the Client subscriptions tab under Stripe integration to begin the invitation process.
Click the "Add new" button at the top. Select your client and the product they are going to be subscribing to. You can additionally choose a quantity here to specify how many units of the product they will be subscribing to each month.
Pro Tip: You can even make your "product" an hourly amount and subscribe your client to a number of hours per month that you are going to be working for them.
Customize your message and hit "Send". Your client will receive an email asking them complete the subscription request by clicking the button to visit the Stripe checkout page.
Once the client clicks the button, they will be presented with the familiar Stripe payment interface to finalize the subscription.
Immediately after completing the payment for the subscription, Hectic will generate an invoice, send a push notification to you letting you know the payment went through and you are now safe to provide services and/or begin work for the client.
The automatically created Hectic invoice will be marked as Paid and will have a single line item which shows the quantity, amount, and period of the subscription payment. Each future payment will generate a new invoice with the corresponding payment to make sure all of your income is accounted for consistently, regardless of whether you are using traditional invoicing or subscription billing.
Your clients will be able to manage their subscriptions from with the Hectic Client Portal by clicking "Invoices" and the "Subscriptions" tab.
Clicking the "Manage subscriptions" button will take them to a Stripe page which will allow them to cancel their subscription or modify their default payment method.
In addition, you will get push notifications in Hectic if a client cancels or if their payment fails due to the card on file not processing the transaction.
If you have any additional questions about subscription billing, just chat with us using the icon in the lower right. We are always happy to help!