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The end-to-end path

This is the end-to-end path every account starts with: create the person you’re billing, define what you’re selling, put the two together as a subscription, and watch the first invoice generate and get paid. It touches four sections — Customers, Plans, Subscriptions, and Invoices — in that order.
Already have a plan? Skip step 2 and pick it in step 3. You can reuse one plan across every customer who buys it.

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Before you start

  • Know the price, currency, and billing interval (monthly/yearly) you want to charge.
  • If you’ll collect via Razorpay auto-debit (INR), have the customer ready to complete the checkout mandate — the subscription flow opens it inline.

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Steps

1

Add the customer

Go to Customers and click Add customer. Fill in the customer’s name and email (and any billing details), then save. The new customer appears in the list with an Inactive status — it turns Active once they have a running subscription.
2

Create the plan you'll sell

Go to Plans and click New plan. In the right-hand sheet, set:
  • Plan name and Plan code (slug) — e.g. Pro Tier / pro-monthly.
  • Price and Currency (USD, INR, EUR, GBP).
  • Billing interval — Monthly or Yearly.
Click Create plan. Price and code are fixed once created, so pick them deliberately — for a different price point you create a new plan.
3

Create the subscription

Go to Subscriptions and click New subscription. In the sheet:
  • Pick the Customer and the Plan from the dropdowns (no UUIDs — the pickers list everyone by name).
  • Set the Start date.
  • Choose a Billing anchor — Acquisition date bills from the start date; Calendar billing (1st of month) prorates the first period and aligns all renewals to the 1st.
  • Choose Payment terms — Due on receipt, or Net 15/30/45/60.
  • Tick the Billing authorization consent box (required).
The Summary box shows the customer, plan, dates, and total. Click Create subscription.
For an INR/Razorpay auto-debit plan, the Razorpay checkout opens right after you create the subscription so the mandate can be authorized. Complete or dismiss it — either way you land back on the subscription list.
4

Find the first invoice

Open Invoices. The subscription’s first invoice is listed with its number, customer, amount, and status (open, paid, etc.). Click the row to open the detail sheet — it shows the line items, the amount breakdown (subtotal, tax, total, amount paid, amount due), and a Download PDF button.
5

Confirm the payment

When the payment settles — via the gateway, the customer’s portal checkout, or auto-debit — the invoice moves to Paid and Amount due drops to zero. The customer’s status flips to Active on the Customers list, and the payment posts to the ledger behind the scenes.