Create Subscriptions and Invoices from a Contact

Bill a contact directly from the record you already have open instead of digging through a separate Payments section.

Creating a subscription

1. Open the contact's profile, go to Payments.
2. Click Actions > Create Subscription.
3. Choose the recurring product.
4. Set start date and quantity.
5. Select the payment method to charge automatically.

The billing cycle comes from the product's own configuration.

Creating an invoice

1. Open the contact's profile, go to Payments.
2. Click Actions > Create Invoice.
3. Vendi Today pre-fills customer info.
4. Add line items and details.
5. Send it directly to the contact.

Why this matters

Act in the moment — right after a call — instead of breaking away to search for the same contact elsewhere.