Create and Manage a Subscription

Setting up a subscription saves time, reduces missed billing, and ensures regular revenue tracking. Once set up, the system automatically handles reminders or sends invoices based on your settings. A subscription allows you to automate recurring billing for a client. Once configured, the system can:

• Automatically create a sale and an invoice
• Send the invoice to the client via email
• Remind you to bill at a defined frequency (monthly, annually, etc.)

This is ideal for recurring services (maintenance, contracts, packages, etc.).

To create a subscription, click on Sales > Subscriptions > +Add.

Then, in the Info tab, set the general information:

• Renewal method: choose automatic or manual
• Active: select Yes to activate the subscription
• Client to invoice: select the relevant client
• Billable: select Yes if an invoice needs to be generated
• Frequency: choose the billing cycle (monthly, annually, etc.)
• Subscription(s) limit (leave at 0 if unlimited): enter a specific number or set 0 for unlimited
• Select the product or service to add on invoice
• Specify the quantity and the price
• Add a text to display on invoice (optional)
• Next invoice: date on which the next invoice will be generated
• Start of covered period: start of service
• End of covered period: end of service (if applicable)
• Can not cancel before: minimum date before which the subscription cannot be canceled
• Link to a project (optional)

Click Save to activate the subscription.