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How to Create Subscriptions & Invoices from Contact's Profile

Learn to create subscriptions and invoices from the Contact Details page in GHL Customer Care, with prerequisites, field guides, steps, and troubleshooting tips.

3 min read649 words4 explained imagesUpdated Wed, 15 Apr at 1:44 AM
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  1. Key Benefits of Creating from the Contact Details Page
  2. Prerequisites
  3. Related Articles

This new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing to search for that contact from within a different section of the app! This guide explains how to create subscriptions and invoices right from the Contact Details > Payments tab

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TABLE OF CONTENTS

What is Creating Subscriptions & Invoices in Contact Details Page?

Creating billing items from the contact record lets you act at the moment of conversation, without navigating to global Payments lists. This workflow pre-fills the customer and keeps all billing history visible in one place, improving speed, accuracy, and customer experience.

Key Benefits of Creating from the Contact Details Page

  • Speed: create and send a bill without leaving the conversation.

  • Fewer errors: contact details auto-fill, reducing manual entry.

  • Context: view past invoices, subscriptions, and payment methods alongside CRM activity.

  • Lifecycle visibility: see the new subscription/invoice instantly on the contact timeline and in Payments.

  • Team efficiency: front-line teams can charge or schedule billing during support or sales calls.

Prerequisites

If you need to save a customer's payment method before creating a subscription or invoice, see How to add and manage your customer's cards on file.

  • Connect a supported payment provider in Payments > Integrations (for example, Stripe).

  • Ensure payment methods are enabled for your product areas.

  • Have at least one Recurring Product configured for selling as a subscription.

  • Confirm tax and discount settings match your accounting rules.

  • Confirm user permissions for Payments allow creating subscriptions/invoices.

  • Optional but recommended: Add a card on file for the contact to enable AutoPay and reduce failures.

  • If you use a Custom Payment Provider app, the provider must support subscription schedules using saved payment methods to manually create subscriptions with AutoPay. 

How to Create Subscriptions in Contact's Profile

Important: The subscription’s billing cycle is inherited from the recurring product you select. Whatever cycle you set on that product (e.g., weekly, monthly, annually) becomes the subscription’s cycle.

  1. Go to Contacts and open the contact’s profile.

    Step 1 of 5: Go to Contacts and open the contact’s profile What this shows Step 1 of 5: Go to Contacts and open the contact’s profile. What this shows Shows where to go for step 1 of 5 in the "How to Create Subscriptions in Contact's Profile" section of "How to Create Subscriptions & Invoices from Contact's Profile". This animation accompanies step 1 of 5 in the "How to Create Subscriptions in Contact's Profile" section of "How to Create Subscriptions & Invoices from Contact's Profile". At this point in the walkthrough you go to Contacts and open the contact’s profile. The navigation path used here is Actions > Create Subscription. This part of the guide covers 7 fields, listed below. The next step is to select the Payments tab > Actions > Create Subscription. Step 1 of 5Path: Actions > Create SubscriptionImage 1 of 4 Where to goGo to Contacts and open the contact’s profile.
    Fields in this part of the guide Key Benefits of Creating from the Contact Details PagePrerequisitesFrequently Asked QuestionsRelated ArticlesHow to Modify Existing SubscriptionsGetting Started - Create and Send InvoicesHow to add and manage your customer's cards on file
    Buttons and menus referenced ContactssubscriptionsinvoicesContact Details > PaymentsTABLE OF CONTENTSPrerequisitesPayments > IntegrationsProducttaxdiscountpermissionscard on file
    Next stepSelect the Payments tab > Actions > Create Subscription.
    All 5 steps in this procedure
    1. Go to Contacts and open the contact’s profile. this image
    2. Select the Payments tab > Actions > Create Subscription.
    3. Choose a Recurring Product, and configure start date, quantity, and coupon as needed.
    4. Select or add a payment method on file for AutoPay, if available. Note: If your payment provider app does not support saved payment methods for subscription schedules, AutoPay selection may not be available for manually created subscriptions.
    5. Review the first charge amount and schedule.

  2. Select the Payments tab > Actions > Create Subscription.

    Step 2 of 5: Select the Payments tab > Actions > Create Subscription What this shows Step 2 of 5: Select the Payments tab > Actions > Create Subscription. What this shows Shows what to choose for step 2 of 5 in the "How to Create Subscriptions in Contact's Profile" section of "How to Create Subscriptions & Invoices from Contact's Profile". This animation accompanies step 2 of 5 in the "How to Create Subscriptions in Contact's Profile" section of "How to Create Subscriptions & Invoices from Contact's Profile". At this point in the walkthrough you select the Payments tab > Actions > Create Subscription. The navigation path used here is Actions > Create Subscription. This part of the guide covers 7 fields, listed below. The next step is to choose a Recurring Product, and configure start date, quantity, and coupon as needed. Step 2 of 5Path: Actions > Create SubscriptionImage 2 of 4 What to chooseSelect the Payments tab > Actions > Create Subscription.
    Fields in this part of the guide Key Benefits of Creating from the Contact Details PagePrerequisitesFrequently Asked QuestionsRelated ArticlesHow to Modify Existing SubscriptionsGetting Started - Create and Send InvoicesHow to add and manage your customer's cards on file
    Buttons and menus referenced PaymentsActionsCreate SubscriptionsubscriptionsinvoicesContact Details > PaymentsTABLE OF CONTENTSPrerequisitesPayments > IntegrationsProducttaxdiscount
    Next stepChoose a Recurring Product, and configure start date, quantity, and coupon as needed.
    All 5 steps in this procedure
    1. Go to Contacts and open the contact’s profile.
    2. Select the Payments tab > Actions > Create Subscription. this image
    3. Choose a Recurring Product, and configure start date, quantity, and coupon as needed.
    4. Select or add a payment method on file for AutoPay, if available. Note: If your payment provider app does not support saved payment methods for subscription schedules, AutoPay selection may not be available for manually created subscriptions.
    5. Review the first charge amount and schedule.

  3. Choose a Recurring Product, and configure start date, quantity, and coupon as needed.

  4. Select or add a payment method on file for AutoPay, if available.
    Note: If your payment provider app does not support saved payment methods for subscription schedules, AutoPay selection may not be available for manually created subscriptions.

  5. Review the first charge amount and schedule.

    Step 5 of 5: Review the first charge amount and schedule What this shows Step 5 of 5: Review the first charge amount and schedule. What this shows Shows what this covers for step 5 of 5 in the "How to Create Subscriptions in Contact's Profile" section of "How to Create Subscriptions & Invoices from Contact's Profile". This animation accompanies step 5 of 5 in the "How to Create Subscriptions in Contact's Profile" section of "How to Create Subscriptions & Invoices from Contact's Profile". At this point in the walkthrough you review the first charge amount and schedule. The navigation path used here is Actions > Create Subscription. This part of the guide covers 7 fields, listed below. Step 5 of 5Path: Actions > Create SubscriptionImage 3 of 4 What this coversReview the first charge amount and schedule.
    Fields in this part of the guide Key Benefits of Creating from the Contact Details PagePrerequisitesFrequently Asked QuestionsRelated ArticlesHow to Modify Existing SubscriptionsGetting Started - Create and Send InvoicesHow to add and manage your customer's cards on file
    Buttons and menus referenced schedulesubscriptionsinvoicesContact Details > PaymentsTABLE OF CONTENTSPrerequisitesPayments > IntegrationsProducttaxdiscountpermissionscard on file
    All 5 steps in this procedure
    1. Go to Contacts and open the contact’s profile.
    2. Select the Payments tab > Actions > Create Subscription.
    3. Choose a Recurring Product, and configure start date, quantity, and coupon as needed.
    4. Select or add a payment method on file for AutoPay, if available. Note: If your payment provider app does not support saved payment methods for subscription schedules, AutoPay selection may not be available for manually created subscriptions.
    5. Review the first charge amount and schedule. this image

How to Create Invoices in Contact's Profile

  1. Navigate to Contacts > Contact Details.
     
  2. Go to Payments > Actions > Create Invoice.
  3. You’ll be redirected to the invoice creation page with the customer details pre-filled.
  4. Add the necessary invoice details.
  5. Save and send the invoice to the customer.  
How to Create Invoices in Contact's Profile (image 4 of 4) What this shows This new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing… What this shows Illustrates the "How to Create Invoices in Contact's Profile" section of "How to Create Subscriptions & Invoices from Contact's Profile". This animation appears in the "How to Create Invoices in Contact's Profile" section of "How to Create Subscriptions & Invoices from Contact's Profile". For context, this section explains: This new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing to search for that contact from within a different section of the app! This guide explains how to create subscriptions and invoices right from the Contact…. This part of the guide covers 7 fields, listed below. Immediately after, the guide continues: How to Modify Existing Subscriptions What happens in case of a payment failure for a Subscription? Getting Started - Create and Send Invoices How to Create and Manage Recurring Invoices in GHL Customer Care How to add and manage your…. Image 4 of 4
Fields in this part of the guide Key Benefits of Creating from the Contact Details PagePrerequisitesFrequently Asked QuestionsRelated ArticlesHow to Modify Existing SubscriptionsGetting Started - Create and Send InvoicesHow to add and manage your customer's cards on file
Buttons and menus referenced subscriptionsinvoicesContact Details > PaymentsTABLE OF CONTENTSPrerequisitesPayments > IntegrationsProducttaxdiscountpermissionscard on fileCustom Payment Provider
Next stepHow to Modify Existing Subscriptions What happens in case of a payment failure for a Subscription? Getting Started - Create and Send Invoices How to Create and Manage Recurring Invoices in GHL Customer Care How to add and manage your customer's cards on file
All 7 steps in this procedure
  1. What is Creating Subscriptions & Invoices from the Contact Details Page?
  2. Key Benefits of Creating from the Contact Details Page
  3. Prerequisites
  4. Create Subscriptions from Contact's Profile
  5. Create and Send Invoices from Contact's Profile
  6. Frequently Asked Questions
  7. Related Articles

Frequently Asked Questions

Q: How do I set the billing cycle for subscriptions?

The subscription’s billing cycle is inherited from the recurring product you select. Whatever cycle you set on that product (e.g., monthly, weekly, annually) becomes the subscription’s cycle.

Q: What happens if a customer’s payment method fails during subscription setup?

If a payment method fails, the system will prompt you to select an alternate card or add a new one. The subscription will not be activated until a valid payment method is added.

Q: Can I create multiple subscriptions for the same customer?

Yes, you can create multiple subscriptions for a single customer. Each subscription can have its own products, billing dates, and payment methods.

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