Subscriptions handles any recurring revenue — plans, memberships, and prepaid credit packages — with automated renewals, dunning, and settlement against customer credit.

Plans & recurring billing

Go to XO Sales → Subscriptions → Plans → New.
Define the price, cycle (monthly/annual), and what each plan includes.
Subscribe a client — XO issues a recurring invoice each cycle (links to Invoicing).
Set renewal behavior and expiry notifications.

Memberships

Run memberships with start/end dates, tiers, and benefits; notify members before renewal so churn stays low.

Credit charges, usages & packages

Sell a package that loads customer credit (e.g. a 10-session pack or a prepaid balance).
Each use draws a credit usage against the balance.
Enable auto-pay from credit so invoices settle from available balance automatically.

📷 Screenshot: a customer’s credit balance with charges and usages listed.

Dunning

Configure dunning reminders for failed/overdue recurring payments to recover revenue before churn.

Best practices

Turn on expiry notifications — the cheapest retention you’ll ever run.
Use auto-pay from credit for high-frequency customers to cut admin.
Review dunning outcomes monthly and adjust the reminder cadence.

Troubleshooting

Renewal didn’t generate. Check the plan’s cycle and that the subscription is active, not paused.
Credit not applied. Confirm auto-pay from credit is enabled and the balance is sufficient.