How to Use Subscription Payments in FlexiFunnels

Subscription payments let you charge customers recurring fees — weekly, monthly, quarterly, every 6 months, or yearly — instead of a single one-time charge. A customer pays a fixed amount every billing cycle and keeps getting charged automatically until the subscription ends (either because they cancel, or because a fixed number of payments has been reached).

This guide walks you through creating a subscription product from scratch, configuring billing, free trials, upfront fees and tax, connecting it to your pages, and managing active subscriptions afterward — based on the current FlexiFunnels product builder.

Why Use Subscription Payments

Subscriptions turn one-time buyers into recurring revenue. Instead of relying only on new sales, your existing customers keep paying you every cycle.

Common use cases:

• Membership sites (course access, community, coaching)
• Software / tools sold as a monthly or annual plan
• Ongoing coaching or accountability programs
• Content subscriptions (exclusive articles, videos, downloads)

Prerequisites

Before you start, you need:

1. A FlexiFunnels account
2. A Project with a Sales Page, Checkout Page, and Thank You Page already created
3. A payment provider connected and active for the product, tagged for Subscription pricing
4. Webhooks enabled on that payment provider — this is mandatory. Without it, FlexiFunnels can't reliably know when a subscription is created, renewed, paused, cancelled, or has a failed payment, and customer access can fall out of sync.

ℹ️ Supported currencies and gateways. Subscription payments support INR and USD, and work with PayPal, Stripe, Razorpay, and Cashfree. Which currency you can use depends on your connected gateway — for example, INR-based mandate billing (Razorpay/Cashfree) carries its own gateway-specific rules, such as the ₹15,000-per-charge cap tied to the RBI e-mandate limit and Razorpay's small UPI Autopay verification charge. Check your connected gateway's dashboard if you're unsure exactly what your account supports.

Step-by-Step: Create a Subscription Product

Step 1 — Create Your Pages

Go to Projects in the top navigation. Inside a project, you'll see a Pages panel where you can add and manage pages for that project.

Create at minimum:

• Sales Page — describes the subscription and its benefits
• Checkout Page — where customers enter payment details
• Thank You Page — shown after a successful purchase

Expected outcome: your project's Pages list shows all three pages, and clicking one opens its live URL and Page ID.

Step 2 — Create a New Product

Go to Products → My Products and click "Create Product" in the top-right.

Choose the product type. For a subscription you'll typically pick:

• Digital Product — for instant access / digital delivery
• Membership Product — for ongoing access to courses, community, or exclusive content

The subscription pricing flow is the same for either type — the difference is only in what happens after purchase (see Step 9).

Step 3 — Configure General Settings

On the General Settings tab, fill in:

• Product Title — a clear, descriptive name (e.g. "Monthly Fitness Coaching")
• Currency — set this before you add pricing. Once a price exists, currency locks and shows "Locked — pricing already exists," so choose carefully up front.
• Product Type — Digital Product or Membership Product, shown read-only here
• Status — toggle to Live when you're ready to sell (keep it off while you're still building)
• Product Image — optional, PNG/JPG up to 10MB

Click "Continue to Pricing" when done.

Step 4 — Connect a Payment Provider

On the Payment & Pricing tab, first choose Paid Product (not Free Product — subscriptions require a payment gateway).

Under the Payment Providers tab, click "Add Provider" if you haven't connected one yet, or activate an existing one using the toggle. Each connected provider shows which pricing types it supports as small tags — look for a Subscription tag next to the provider you plan to use.

Expected outcome: at least one payment provider shows as active and tagged for the pricing type you need.

Step 5 — Choose the Subscription Pricing Model

Still on Payment & Pricing, go to the Product Pricings tab and start the "Add New Pricing" wizard. On Step 1 of 3 — Pricing Model, you'll see three options:

• One-Time Payment ("Most Popular") — a single charge, lifetime access
• Pay Your Own Price ("Flexible Pricing") — customer sets their own amount
• Subscription ("Best Revenue") — recurring payments

Select Subscription. The wizard also shows which payment methods are connected and available for this pricing step.

Click "Save & Continue".

Step 6 — Configure Subscription Details

You're now on Step 2 of 3 — Configure Details, under Subscription Pricing. Fill in:

Pricing Display Name

What you'll call this pricing tier internally (e.g. "Monthly Membership," "$29/Month Premium Access"). This does not have to match the product title.

Currency

Auto-filled from your General Settings and locked here — you cannot change it once pricing exists for this product.

Recurring price and billing frequency

Enter the amount charged each cycle, and choose how often it's charged from the dropdown next to it:

• Weekly
• Monthly
• Quarterly
• 6 Months
• Yearly

ℹ️ The field itself displays a cap directly beneath it: "Charged every month on the customer's billing date. Maximum ₹15,000 per charge (RBI e-mandate limit)." This cap is specific to INR mandate-based billing — if you're charging in a different currency your gateway's own limits will apply instead.

How long it runs

Choose one:

• Until cancelled — renews automatically until you or the customer cancels. Best for ongoing memberships, SaaS, and open-ended coaching.
• Fixed number of payments — stops automatically once the last payment is taken. A "Stop after [N] payments" field appears so you can set the exact count (e.g. 12 payments for a 12-month program).

Razorpay UPI Autopay: Razorpay charges a small refundable amount (up to ₹5) to verify the payment mandate. It's automatically refunded by Razorpay and is separate from the subscription price you set. If you add an order bump, the bump amount is collected at purchase instead of this ₹5 — the bump amount will be charged.

Step 7 — Optional: Free Trial

Toggle on "Free trial" if you want customers to try before being charged. Enter the number of days free.

ℹ️ Your connected payment gateways allow a trial of up to 365 days. The customer enters payment info at checkout but isn't charged until the trial ends.

Best practice: 7–14 days works well for most products; up to 30 days for something more complex (a full course or software). Avoid making the trial too long — it can hurt conversion.

Step 8 — Optional: Upfront Fee

Toggle on "Upfront fee" to add a one-time charge collected at purchase, in addition to the recurring price. Enter the amount.

⚠️ The upfront fee is charged once at purchase — even when a free trial is running. If you're offering a trial, make sure your sales page is clear that this small upfront amount is separate from the recurring price and isn't waived by the trial.

Step 9 — Optional: Tax on This Plan (GST)

Toggle on "Tax on this plan" if you need to declare whether your price includes GST.

The first time you turn this on, a confirmation modal appears — read it before continuing:

Before you collect tax:

• The selected tax mode (inclusive/exclusive) applies to the subscription plan on every billing cycle until cancellation, and also to any order bump or setup fee — those one-time amounts are taxed only once, at the time of purchase.
• You alone are responsible for collecting the correct sales tax/VAT/GST amounts and remitting them to the appropriate tax authorities on time.
• FlexiFunnels and the connected payment gateways only calculate and collect tax based on the settings and registrations you configure with them.
• FlexiFunnels does not provide tax, legal, or accounting advice — consult your tax advisor for your registrations and rates.

Click "I agree, enable tax" to proceed. You'll then choose one of two display modes:

• Price excludes GST — the checkout page shows "Prices are exclusive of GST." The customer pays only your listed price; collecting GST separately is up to you.
  
  
• Price includes GST — the checkout page shows "All prices are inclusive of GST." GST is treated as already folded into your listed price.

Under "How your gateways handle tax," the screen also tells you how each connected gateway behaves — for example, Razorpay is flagged as "Manual setup": it does not calculate or add GST at checkout — customers pay exactly the price you set, and FlexiFunnels only displays whether your price includes GST. You must add your GSTIN in the Razorpay Dashboard, issue GST invoices yourself, and remit the GST yourself.

A billing preview and the same Razorpay UPI Autopay note appear at the bottom before you continue.

Click "Save & Continue".

Step 10 — Review and Finish Setup

You're now on Step 3 of 3 — Summary. Double-check everything before saving: pricing model, pricing name, price and billing cycle, currency, and which payment provider(s) are connected to this pricing.

Click "Finish Setup."

Step 11 — Connect Your Sales and Checkout Pages

Go to the Sales/Checkout Page tab. Switch between the Sales Page and Checkout Page sub-tabs and, for each, select the Project and the specific page you created in Step 1.

Click "Continue to Checkout" and repeat the selection for the Checkout Page tab.

Step 12 — Configure After Purchase Settings

On the After Purchase tab, fill in the Product Basics sub-tab:

• Support Email/URL — where customers can reach you
• Select a Digital Asset — the file or content they'll receive/access

Also review the Sender Info and Thank You Page sub-tabs on this same screen before clicking "Continue."

Step 13 — Wire Your Sales Page Button

On your Sales Page, add or edit a call-to-action button. In its action settings, choose "Go To Next Step In Product" and select your subscription product from the dropdown.

This routes the visitor from your Sales Page into the checkout flow for this specific product.

Step 14 — Add the Order Form to Your Checkout Page

Open your Checkout Page in the editor. In the left-hand Components panel, go to the Others category and drag the Order Form element onto the page. This is the element that renders the actual payment fields the customer fills in.

Step 15 — Publish and Test

Publish your Sales Page, Checkout Page, and Thank You Page — subscriptions only work on published pages, not in the editor preview.

Then run a full test purchase using your gateway's test/sandbox credentials before going live, and confirm:

• The subscription button on your Sales Page correctly opens the checkout
• The free trial (if enabled) displays correctly
• The upfront fee and/or tax note (if enabled) display correctly
• The Thank You Page appears after a successful test payment

⚠️ Use your payment provider's official test credentials, not a real card, for this step.

Managing Active Subscriptions

Once customers start subscribing, manage everything from Products → My Customers → Subscriptions.

Subscription Overview Dashboard

The Subscriptions dashboard gives you a live snapshot of your subscription business:

Below these cards, a Revenue summary (new / renewal / recovered / failed renewals) and a Revenue Trend chart show how billing is trending over time, alongside a Revenue by Product breakdown.

Gateway Performance and Attention Items

A Gateway Performance panel breaks down active, cancelled, and failed subscriptions, MRR, and churn per connected gateway (e.g. Razorpay, Cashfree, Paddle, Stripe) — useful for spotting if one gateway is under-performing or has a technical issue.

A "Needs Attention — Past Due" panel lists specific customers with a payment problem (e.g. "Your payment mandate for this subscription could not be processed"), with a direct "Manage" action so you can follow up quickly.

The Subscriptions Table

Below the dashboard, a table lists every subscription with columns for Customer, Product, Subscription (ID), Gateway, Status, Amount, Next Billing, and an Action icon.

Use the search bar to find a subscription by name, email, subscription ID, or payment reference, and the "All statuses" / "All gateways" dropdowns to filter the list — for example, to see only Past Due subscriptions on a specific gateway.

Click the gear/action icon at the end of any row to open that subscription's management panel.

Managing an Individual Subscription

The Subscription Management panel has three tabs: Overview, Manage, and History.

Overview — read-only details: Customer (name, email, phone), Subscription (gateway subscription ID, gateway customer ID), Billing (amount, interval, cycles completed, gateway), Lifecycle (period start/end, cancelled date, created date), and Product.

Manage — the actions you can actually take:

• Pause/Resume — temporarily halt billing without cancelling; resume later to continue where it left off. Note: for gateways like Cashfree, a mandate paused by the customer can only be resumed by the customer from their own UPI app, not by you.
• Extend billing — push the next billing date forward by a set number of days (skip a cycle or give a grace period). For Cashfree, the new date must be applied without a specific time of day, and for UPI AutoPay it must be at least one day ahead.
• Cancel subscription — stops all future billing, with an optional reason field. Note: for Cashfree specifically, cancellation is immediate and cannot be reversed or deferred — the mandate is cancelled at the gateway right away and customer access is revoked immediately.

History — a chronological activity log for the subscription (for example: Subscription created → Payment completed → Subscription activated → Subscription paused), each entry timestamped and, where relevant, attributed to who performed the action ("By You"). No separate screenshot is included for this tab here; it's a simple timeline view reached the same way as Overview and Manage.

Enable the Subscription Webhook (Mandatory)

Webhooks are what let your payment gateway tell FlexiFunnels in real time when a subscription is created, paused, cancelled, expired, or has a failed payment — without this, subscription statuses and customer access can get out of sync.

Go to your payment provider's integration settings, then the Webhook tab:

1. Make sure the payment integration itself is enabled in the Credentials tab first — the Webhook tab will show a reminder if it isn't.
2. Check the Status field — it will show "Not connected" if this hasn't been set up.
3. Click "Connect webhook."

Expected outcome: Status changes from "Not connected" to a connected state. Do this for every payment provider you use for subscriptions, before going live.

Important Notes

• Subscription payments support INR and USD, and work with PayPal, Stripe, Razorpay, and Cashfree. Gateway-specific rules still apply — for example, the ₹15,000 RBI e-mandate cap and Razorpay's UPI Autopay verification charge apply to INR mandate billing. Confirm with your connected gateway's dashboard what currencies and limits apply to your account.
• Webhooks are mandatory — enable them for every payment provider used for subscriptions, or subscription statuses won't sync correctly.
• Currency locks once a price exists on a product — set it correctly in General Settings before adding your first price.
• Upfront fees are charged even during a free trial — make this clear to customers on your sales page if you use both features together.
• Tax settings are your responsibility. FlexiFunnels and its connected gateways only display or apply the tax mode you configure — they don't calculate, collect, or remit GST/VAT/sales tax on your behalf. Some gateways (e.g. Razorpay) require manual GSTIN setup and manual invoicing on your end.
• Cancellations can be immediate and irreversible on some gateways (e.g. Cashfree) — there's no "undo" once you cancel from the Manage tab, so double-check before confirming.
• Pauses initiated by the customer on some gateways can only be resumed by the customer, not by you from the dashboard.
• Subscriptions only work on published pages — always test the full flow after publishing, before going live.

Common Situations & Quick Fixes

"A subscription shows as 'Past Due.' What do I do?"

1. Open the "Needs Attention — Past Due" panel on the Subscriptions dashboard, or filter the table by status.
2. Click "Manage" next to the affected customer to see the specific reason (e.g. a failed payment mandate).
3. Depending on the gateway, you may be able to extend billing to give the customer more time, or reach out to them directly to update their payment method.

"I want to give a customer a grace period instead of losing the subscription."

1. Open their subscription and go to the Manage tab.
2. Use Extend billing and enter the number of days to push the next charge back.
3. Confirm — the new billing date is applied per your gateway's rules (for example, Cashfree/UPI AutoPay requires the new date to be at least one day ahead).

"A customer wants to pause instead of cancel."

1. Open their subscription's Manage tab and click Pause subscription.
2. They keep their access based on your after-purchase settings, and billing stops until resumed.
3. Note: on some gateways, if the customer paused it from their own UPI app, only they can resume it — you may not be able to resume it from your dashboard.

"A customer wants to cancel."

1. Find their subscription in My Customers → Subscriptions.
2. Click the gear/action icon, then the Manage tab.
3. Click Cancel subscription, optionally add a reason, and confirm.
4. Be aware this may be immediate and irreversible depending on the gateway.

"My free trial isn't showing at checkout."

1. Confirm the Free trial toggle is on and a day value is entered in Configure Details.
2. Confirm the pricing was saved through the full 3-step wizard (Pricing Model → Configure Details → Summary → Finish Setup).
3. Make sure the Checkout Page has been republished after the change.
4. Hard-refresh your browser — cached pages sometimes don't reflect new pricing details right away.

"Checkout fails or shows a payment error."

Checklist:

1. Is your payment provider connected, active, and tagged for Subscription pricing?
2. Is the webhook connected for that provider (Settings → Webhook tab → Status)?
3. Are you testing with your gateway's official test/sandbox credentials, not a live card?
4. Does the amount exceed your gateway's per-charge limit (e.g. the ₹15,000 RBI e-mandate cap for INR mandates)?
5. Try a different browser or an incognito window in case a cached checkout page is being served.

Before Contacting Support

• Confirm the payment provider is connected, active, and shows a Subscription tag.
• Confirm the webhook Status shows connected, not "Not connected."
• Confirm the Sales, Checkout, and Thank You pages are all published, not just saved.
• Re-check the subscription's History tab for the exact sequence of events (created, paused, payment, cancelled).
• Note the exact Subscription ID and Gateway shown on the Overview tab — support will need these to investigate.

Subscription Payments vs. One-Time Purchases