Subscribe a Customer to a Payment Plan

Subscribing a customer to a payment plan ensures seamless automated billing and payment collection. The Ezypay Platform offers multiple ways to subscribe customers, allowing flexibility based on your workflow.

You can subscribe a customer to a payment plan using one of the following methods:

1. Method A: From the Customer Profile – Assign a subscription directly from the customer’s account.
2. Method B: From the Payment Plan – Subscribe customers by selecting a plan and adding them.
3. Customer Self-Subscription – Share an online signup link to allow customers to subscribe themselves.

Follow the steps below to complete the subscription process.

Method A: From the Customer Profile

1. In the left navigation pane, click 'Customers'.
   
2. Select the customer’s name.
3. Click the plus button (+) next to Subscriptions.
   
4. Follow the steps in the wizard to create a subscription.
   

Method B: From the Payment Plan

1. In the left navigation pane, click 'Plans'.
2. Select the plan name.
3. Click the plus button (+) next to Subscribed Customers.
   
4. Follow the steps in the wizard to create a subscription.
   

Note: If no payment method exists, the system will email the customer a secure link to provide their payment details. The link is valid for 30 days or until the subscription is activated.

Customer Self-Subscription

Provide an online signup link to a potential customer to self-subscribe to the payment plan

To let customers self-subscribe to a payment plan, follow these steps:

1. In the left navigation pane, click 'Plans'.
2. Select the plan name.
   
3. Click the Share icon next to the plan.
   
4. Click 'Copy Link' in the pop-up panel.
   
5. Share the link with the customer. The link will open an online form for subscription.