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All features Subscriptions & Invoicing
SUBSCRIPTIONS & INVOICING

Add recurring revenue
to your business.

Turn repeat business into a monthly or annual plan. Automate billing, invoices, statements, and payment follow-up, with every subscription connected to your customer’s CRM record.

See Growth & Pro plans See payment recovery

Included on Growth and Pro · Your own Stripe account connected through Maurie Pay

Subscription setup · Edited example with sample product names
Edited Maurie AI subscription setup mockup with Membership and Care Plan sample products, monthly billing, a two-month discount, an optional setup charge, and billing dates
SET IT UP. KEEP IT CONNECTED.

From a saved card
to recurring billing.

Memberships, maintenance plans, retainers, lessons, and other repeat services—all managed alongside the customer.

  1. 01

    Save an authorized card

    Keep a card on file with the customer’s permission when they pay a Maurie Docs quote, at Cash Register, or from their contact page. Card numbers go directly to Stripe.

  2. 02

    Build the customer’s plan

    Choose monthly or annual billing and products from your catalog. Set quantities, line discounts, and an optional one-time setup charge.

  3. 03

    Choose the dates

    Set the start date and first billing date. Prorate the days between them or leave those days free.

  4. 04

    Let billing run

    Maurie charges the saved card on each billing date, creates the invoice, sends statements, and updates the customer’s timeline.

FOLLOW-UP WITHOUT THE CHASING

A failed payment
has a next step.

Automatic retries and customer reminders handle the routine follow-up. Your team gets a clear handoff when a payment still needs attention.

  1. 1

    Retry the card

    If a charge fails, the card is retried automatically.

  2. 2

    Send the reminders

    Reminder emails follow the schedule you choose, with a secure link for the customer to update their card and pay.

  3. 3

    Keep your team informed

    If payment remains unpaid after the recovery sequence, Maurie marks the subscription Unpaid, stops further billing, and alerts the person you choose.

A customer can update their card through the secure link. Your team can also change the payment card on the subscription.

THE DETAILS THAT KEEP BILLING MOVING

Flexible plans.
Less manual administration.

Automatic invoices and statements

Each billing creates an invoice, with a PDF copy kept in Maurie on the subscription and customer record. Statements are sent automatically.

Agreed pricing stays in place

Prices are locked when the subscription starts. Later catalog changes do not change an existing customer’s agreed price.

Discounts that fit the agreement

Apply a percentage or dollar discount to a product line for a set number of billing cycles or for the life of the plan. Add quantities and one-time setup fees.

Renewal and card-expiry reminders

Notify customers before an annual renewal. Warn your team when a customer’s card will expire before the next bill.

Pause, resume, cancel, or refund

Pause until a date or for a number of cycles. Resume, cancel immediately or at cycle end, and issue a full or partial refund from an invoice.

Your team, with the right access

Permissions control who can view or manage subscriptions. Notifications bring failed payments and cancellations to your team’s attention.

PART OF THE CUSTOMER RELATIONSHIP

From signed quote
to the next renewal.

Start a subscription from a signed and paid Maurie Docs quote, with products and discounts already filled in. On the contact record, see the plan, subscription status, and next bill.

Let workflows create a follow-up task, add a tag, or send an email when subscription events need attention. An editable starter kit includes Payment Failed and Renews Soon emails, plus follow-up and win-back workflows.

Explore Maurie Docs
SUBSCRIPTIONS REPORT

Know what’s recurring.
See what was collected.

  • Monthly and annual recurring revenue: MRR and ARR.
  • Collected payments, refunds, and failed payments for your chosen period.
  • Active, scheduled, past due, unpaid, paused, ending, and cancelled statuses.
  • Subscriptions started and ended, with CSV exports for subscriptions and invoices.

Find the report in CRM → Subscriptions.

QUESTIONS ABOUT SUBSCRIPTIONS

Recurring billing.
Clear answers.

Which plans include Subscriptions?

Subscriptions is included on Growth and Pro. Compare current plans and pricing.

Do I need my own Stripe account?

Yes. Connect your Stripe account through Maurie Pay. Subscription payments are processed through Stripe and paid out to your account.

What happens if a customer does not update their card?

Automatic retries and reminder emails follow your recovery schedule. If payment still does not come in, the subscription moves to Unpaid, no further billing takes place, and your selected teammate is notified.

Can each customer have different products and discounts?

Yes. Each subscription has its own products, quantities, and discounts. A discount can last a set number of cycles or continue for the life of the plan.

Can I pause or cancel a subscription?

Yes. Pause until a date or for a set number of billing cycles, then resume. Cancel immediately or at the end of the current cycle.

Where are invoices and payment history kept?

Invoices and their PDF copies are kept in Maurie on the subscription and customer record. Use CRM → Subscriptions for recurring revenue reports and CSV exports.

WORKS WITH YOUR CUSTOMER JOURNEY

Connected from the start.

BUILD ON YOUR REPEAT BUSINESS

Make the next payment
part of the plan.

Add recurring billing, invoicing, and payment recovery to your customer relationships.

Explore Growth & Pro Subscriptions is included on Growth and Pro. A connected Stripe account is required.