The customer saves a card, the invoice is charged, the receipt lands in Accounting
Who is involved
| Role | What they do |
|---|---|
| Subscriptions manager | Sends the card link and watches the charges. |
| Customer | Saves a card on the card provider's secure page. |
| Accountant | Finds the card receipt in Accounting. |
Step by step
- Subscriptions manager
Opens the subscription's Card tab and chooses Send card link.
What they see:A private link that works for 14 days, shown once to copy and send to the customer.
- Customer
Opens the link and chooses Save my card.
What they see:The card provider's secure page, where the card is typed.
- Customer
Finishes on the card page and comes back.
What they see:Thank you, your card is saved.
- Subscriptions manager
Refreshes the Card tab.
What they see:The card type, last four digits and expiry, with Automatic payment on.
- System
On the invoice's due date, charges the saved card before any overdue step runs.
What they see:The try and its result in the Card tab.
- Accountant
Opens customer payments in Accounting.
What they see:A card receipt with the card provider's reference, allocated to the invoice.
- Subscriptions manager
Opens the subscription invoice.
What they see:Paid, with no overdue reminder sent.
Who is told what
Nobody is messaged when a charge succeeds or is declined; the Card tab shows each try and, for a refusal, the reason in plain words and what to do next. The card link is not e-mailed by the product: the manager copies it and sends it.
Related
- Subscriptions & Licensing
- Accounting & E-Invoicing
- Usage is reported, billed and reconciled
- A manager suspends a licence, the customer's software is refused, finance sees the overdue invoice behind it
- A quiet installation is flagged and the manager follows it up
- Subscription plans sell products from the catalogue
- Your team is told when something needs a person
- Team workflows