cardinal
subscriptions
articles
- 01
create your first subscription
set up a recurring billing schedule for a member, retainer, or monthly service.
4 steps·~2 min - 02
pause and resume a subscription
for seasonal customers (lawn care over winter) or members on temporary leave. pause beats cancel — keeps history intact and resume is one tap.
3 steps·~2 min - 03
watch mrr and churn
preview(coming soon) cardinal phase 1 only handles the schedule itself — billing, dunning, and churn analytics ship later. this article previews how the mrr + churn view will work.
3 steps·~2 min - 04
deal with a failed card
preview(coming soon) cardinal phase 1 only handles the schedule itself — billing, dunning, and churn analytics ship later. this article previews how dunning will work once the cardinal → pawpaw cron-fanout lights up.
3 steps·~2 min - 05
pick the right room — cardinal vs crawdad vs junebug
cardinal handles recurring money. crawdad handles recurring jobs. junebug handles recurring appointments. picking the right one keeps the schedule from being tracked in two places.
3 steps·~2 min - 06
what's coming next
phase 1 ships the schedule itself. cron-driven occurrence-fanout to pawpaw is on the way — once it's live, every cycle mints a pawpaw invoice and runs it through stripe automatically.
3 steps·~2 min - 07
pick the right subscription kind (billing / job / appointment / order)
cardinal supports four kinds. picking the right one tells the suite which other module fires the actual occurrence on cycle day.
3 steps·~2 min - 08
delete a subscription you no longer need
for customers who cancelled or signed up by mistake. delete removes the schedule entirely. past invoices it generated stay on the books — only the schedule goes.
3 steps·~2 min - 09
edit a subscription's price or cadence
for a customer who renegotiated terms ("$300 → $350 starting next month") or wants a different cadence ("monthly → quarterly"). edit updates the schedule going forward.
3 steps·~2 min - 10
filter your subscriptions list by kind
for businesses with a mix — billing-kind retainers alongside job-kind weekly visits. the kind filter narrows the list to one type.
3 steps·~2 min - 11
watch upcoming cycle dates
the subscription list orders by next-run date so the most-imminent cycle is on top. great for a quick "what's billing this week?" scan.
3 steps·~2 min
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