Customer details will be automatically obtained from the CRM record, such as: first and last name (or company name), personal and legal address, phone number and email, which will significantly reduce the time to create a new subscription.

Manually complete payment description, the name of your product or service, payment amount and currency, or just add all Deal details by ticking a checkbox 'Add goods/services from a Deal'.

Specify dates for the first and the last payment and choose an automated action: to send an invoice by Email or to charge the subscribed amount to the customer's card.

Choose a preferred method to get notified about successful and failed payments (in-chat or by email). Determine the stage the Deal will be placed in once the payment is successful. Regardless from your personal settings, every payment notification will be available within a Deal feed.

After saving a form, a subscription will be established in an inactive state and will wait when the customer agrees with the terms and adds credit card details. The subscription becomes active once the customer's card is successfully linked.

You may choose how your subscription is activated:
- by paying a $1 authorization fee;
- by paying the full amount of the invoice;
- by paying custom payment amount;
- by paying authorization fee plus own amount.

You can track and process every payment as a new order. Choose the option to 'Create a deal after successful payment', set the pipeline, stage and the responsible party and every successful payment will create a new deal on the Kanban.

If an error occurs while attempting to charge a customer's card, a special error handling algorithm will notify the customer about the error and will create a new charge task the next day.

Easily customize your payment forms to match your brand by adding your logo and selecting a background color or image.