How to Create Subscriptions and Invoices from Your Contact Details Page
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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000004064-create-or-schedule-subscriptions-and-send-invoice-within-contact-details-page
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Want someone from the team to walk you through it? Click here https://speakwith.us/success
Join Tina as she walks you through the process of creating subscriptions and sending invoices directly from the contacts page. Perfect for sales calls, Tina demonstrates how to navigate your dashboard, fill in customer details, select products, and finalize transactions efficiently. Learn to leverage this feature for smoother sales operations and customer management.
00:00 Introduction to Creating Subscriptions
00:29 Setting Up the Contact Details Page
00:42 Creating an Invoice
01:16 Creating a Subscription
02:06 Managing Subscriptions and Payments
02:42 Conclusion and Final Tips