How to Use Subscription Payments in FlexiFunnels

Steps to Use Subscription Payments in FlexiFunnels



Step 1: Create Required Pages

• Go to Projects
  
  
• Create the required pages:
  • For Digital Products: Sales Page, Checkout Page, Thank You Page
  • For Membership Products: Sales Page & Checkout Page (Thank You Page is default)
    
    

Step 2: Create a New Product

• Go to Products
  Click on Create New Product
  
  
• Choose:
  • Digital Product or
  • Membership Product
    (The flow is the same for both)
    
    

Step 3: Configure Product Settings

1. General Settings

• Add Product Title
• Select Currency (Subscription payments currently work only in USD)
• Supported Payment Gateways:
  • Stripe
  • PayPal
• Click Continue
  
  

2. Payment & Pricing Setup

• Enable a Payment Provider (Stripe or PayPal)
• Go to Step 2: Pricing
• Click on Add Price
• Select Subscription
• Click Save & Continue
  
  Pick Payment provider

  
  

  

  
  

  Pick Subscription payment option
  

  
  

  

Step 4: Configure Subscription Details

Fill in the following:

• Pricing Display Name
• Currency: USD (pre-set)
• Billing Frequency:
  • Weekly
  • Monthly
  • Quarterly
  • Every 6 Months
  • Yearly
• Price (USD)

➡️ Review the summary and click Finish Setup

Click on Finish setup

Step 5: Complete Product Setup

• Select:
  • Sales Page
  • Checkout Page
    
• Configure post-purchase steps:
  • Digital Product:
    • Product Basics
    • Sender Information
    • Thank You Page
  • Membership Product:
    • Product Basics
    • Sender Information
    • Assign Bundle

Step 6: Connect Pages & Publish

• Go to Projects
• Open your Sales Page
• Connect the CTA button:
  • Set action to “Go to Next Step in Product”
    
    
• On the Checkout Page:
  • Add Order Form
    
    
• Publish all pages

Step 7: Test the Flow

• Use the Sales Page URL
• Complete a test purchase to verify:
  • Subscription setup
  • Payment gateway
  • Page flow

Step 8: Manage Subscription Payments (My Customers Panel)

Once customers start purchasing subscription products, you can manage them from the My Customers section.

Access Subscription Details

• Go to Products
• Click on My Customers
• Navigate to the Subscriptions tab
  
  

Here, you will see a list of all subscription payments with details like:

• Customer Name & Email
• Product Name
• Subscription ID
• Payment Gateway (Stripe/PayPal)
• Status (Active, Pending, Cancelled, etc.)
• Amount & Billing Cycle
• Next Billing Date
  
  
  

Filter & Track Subscription Status

You can use the status dropdown to filter subscriptions:

• Active – Currently running subscriptions
• Pending – Payment/setup incomplete
• Cancelled – Stopped subscriptions
• Refunded – Refunded payments

This helps you quickly track the lifecycle of each customer’s subscription.

Manage Individual Subscriptions

For each customer, you will see two action options:

• ⚙️ Manage Subscription (Gear Icon)
• ? Refund Option
  
  

Subscription Management Options

When you click on Manage Subscription, you will get two sections:

1. Overview Tab

This section provides complete subscription details:

• Customer Information (Name, Email, Phone)
• Subscription & Gateway IDs
• Billing Details (Amount, Interval, Cycles)
• Lifecycle Data:
  • Period Start
  • Next Billing Date
  • Cancelled Date (if applicable)
  • Created Date
• Product Details
  
  

2. Manage Tab

This section allows you to take actions on the subscription:

Pause / Resume

• Temporarily stop billing without cancelling
• Resume anytime to continue billing cycles
• (Note: Available only for active subscriptions)

Extend Billing

• Delay the next billing date by specific days
• Useful for giving grace periods or compensating customers

Cancel Subscription

• Stop all future billing
• Option to add a cancellation reason
  
  
  

Refund Option

• You can also initiate a refund directly from the subscription list
• Refunds are processed via the selected payment gateway (Stripe/PayPal) 
  
  
  

Important Notes

• Subscription payments are currently supported only in USD
• Works with Stripe & PayPal only
• Always test before going live