Prepare the individual members' data in a spreadsheet with the following columns:

Configure invoicing in your app.

Connect your payment gateway merchant account to the app.

Create membership plans you offer.

Create companies that have subscriptions with you.

Mass invite all individual and company members with the help of the preliminary created spreadsheets.

Create subscriptions for each individual member and company, and set the start and end dates in them. You can select one of the pre-created plans for each subscription or create custom subscriptions.

Each user gets an email-invitation with the Get Started button and is guided through a welcoming onboarding process in the app.

The app automates invoicing for all users based on their subscriptions. Users automatically receive invoices on the first day of each subscription period.

Users receive their first invoice as a push, email, and widget notification on the start date of their subscription and seamlessly pay for it.

Subsequent invoice payments:

Track invoice payments on the Community and Notifications pages and resend unpaid invoices to customers.

Easily export all invoices from the app for accounting purposes or use our integration with Xero or QuickBooks Online accounting platforms for automatic invoice synchronization.

Use our Invoicing guides to make one-off modifications to invoices.

Use our Manage subscriptions guides to make changes to your users' subscriptions whenever needed.

Manage Auto-pay property for certain companies and users if they request it.

Help users to manage their saved payment methods if needed.