Setup a subscription

Go to the customer

Before creating a subscription, ensure you have a customer and an agreement set up.

You will also need the corresponding tax rate and product which must be created before.

Then either add a subscription from the subscription overview or directly on a customer's page.

Add subscription

Click "Add subscription" and select the product from your product catalog.

Set dates

Start date: When the subscription becomes active

End date: Optional end date for time-limited subscriptions

Set billing frequency

Choose how often to bill: Monthly, quarterly, yearly etc. or set a custom frequency

(Optional) Set a different billing start

Billing start date: When billing begins (usually same as start date)

If your customer starts a subscription off period, you can align the billing period from the next invoice using this setting. You can find an example here.

If you select another billing start date, you can decide if you want to charge for the first period or not.

Configure invoice settings

Select when to collect payment:

• Pay in advance: Bill before the service period (default)
• Pay in arrears: Bill after the service period

You can also edit when to issue invoices. By default, invoices are issued on the first day of each period.

Configure payment terms

Choose how long your customer has to pay their invoice. You can select a standard option (7, 14, or 30 days) or enter a custom number of days to fit your agreement.

Configure pricing

Select whether the subscription is licensed or usage-based. Define the unit price or set up tiered pricing. If relevant, specify the quantity, and then choose the appropriate tax rate to apply.

(Optional) Advanced settings

• Automatic invoicing: Choose whether invoices for this subscription should be sent automatically
• Custom description: Add a personalised description to appear on invoices instead of the default product name

Save

Review all settings and click "Save subscription".