Manage subscriptions

Use ERPNext Subscription Plans with Stripe Checkout to start recurring billing and reconcile later billing cycles.

Sync a Subscription Plan to Stripe

Complete the Stripe setup, subscribe to the subscription events in Set up webhooks, and create the Item and Customer required by your ERPNext billing workflow.

1. Open Stripe Settings.
2. Enable Sync Subscription Plan Price to Stripe and save.
3. Open or create a Subscription Plan.
4. Set its Item, billing interval, currency, rate, and Stripe Payment Gateway Account.
5. Save the Subscription Plan.

ERPNext creates a Stripe Product and Price and stores the Stripe price identifier in the Subscription Plan. If the plan's supported price fields change, ERPNext creates a new Stripe Price and archives the previous price.

Start a subscription

1. Create an ERPNext Subscription for the customer.
2. Add the Stripe-enabled Subscription Plan.
3. Create a Payment Request against the Subscription.
4. Select the Stripe Payment Gateway Account.
5. Submit the Payment Request and send its Payment URL to the customer.
6. Ask the customer to complete Stripe Checkout.

Starting a subscription through Stripe Checkout

After checkout, ERPNext links the Stripe customer and subscription identifiers to the ERPNext Subscription.

What happens each billing cycle

1. Stripe creates and pays the recurring invoice.
2. Stripe sends invoice.paid to ERPNext.
3. ERPNext finds or generates the Sales Invoice for that subscription period.
4. ERPNext creates and submits a Payment Entry against the Sales Invoice.

If Stripe sends invoice.payment_failed, ERPNext adds a comment to the linked Subscription. Your team must follow its normal collection or dunning process.

Verify the subscription

• Confirm that the ERPNext Subscription contains a Stripe subscription identifier.
• Confirm that the related Stripe Webhook Log records are Processed.
• Confirm that each paid billing period has one Sales Invoice and one submitted Payment Entry.

Troubleshooting

• If a Subscription Plan has no Stripe price identifier, confirm that Sync Subscription Plan Price to Stripe is enabled and that the plan has a Stripe Payment Gateway Account.
• If checkout does not create a Stripe subscription, inspect the Checkout event in Stripe and the matching Stripe Webhook Log.
• If a recurring payment does not create an invoice or Payment Entry, confirm that the ERPNext Subscription has a Stripe subscription identifier and that invoice.paid was processed.
• If the webhook is Ignored, confirm that Stripe's subscription is linked to the expected ERPNext Subscription and that the billing period is not already settled.