If you charge the same amount every week, month, quarter or year (maintenance, a membership, lessons), create a subscription plan in Books and share its link. Your client subscribes on their own, authorises payment once, and every instalment is charged and invoiced automatically. It is your own plan for your clients, and it needs Stripe connected.
Create the plan
- In Books, tap + → Create subscription plan. You can also find it under Invoices → Subscription plans
- In What will you charge for?, type the Plan name and, if you like, What’s included. This is what your client will see
- In How much, and how often?, choose how often it is Charged, the price before VAT and the VAT %. Below you see what your client will pay
- In Check your plan, tap Create plan
- In Your plan is ready, tap Copy link or Share link and send it by WhatsApp, by email or put it on your website
What your client does
They open the link, type their name and email and authorise payment on Stripe: by card or, if the plan is in euros or pounds, also by direct debit. The first instalment is charged right away and they get a welcome email with a link to cancel on their own whenever they want.
Afterwards
- Each subscription appears in Books → Invoices → Recurring, with its next payment date
- Tap a plan in Subscription plans to share or copy its link, Edit plan or Pause new sign-ups. When paused, the link stops working, but existing subscribers keep paying
- If you change the price, it applies to upcoming payments. Anything already charged stays the same
If you don’t have Stripe yet, the screen tells you with Connect Stripe to get paid: follow these steps. Something not working? Write to us from the app in Settings → Support or at support@aiden.es.