Set up a subscription

Before you start

The quotation needs at least one service product, such as an installation or support fee. Only service lines are billed again and again. Physical products on the same order are delivered and invoiced once, with the order.

Steps

1. Open Sales > Orders > Quotations and click a quotation that has a service line. You can also start a new quotation - see Create a quotation.
2. In Recurring Plan, choose how often to bill: Monthly, Quarterly or Yearly. A note under the field reminds you that only service lines recur.
3. Click Save, then click Confirm. The quotation becomes a sales order and a subscription is created from it.
4. Open Sales > Invoicing > Subscriptions. The new subscription is in the list with the status Running, its Next Invoice date and the amount Per Month.
5. Click the subscription. Check the Billing frequency, Start date and the Plan lines. You can set an End date, or leave it empty to run until you close it. Tick Post & send automatically if invoices should be posted without you reviewing them first. Click Save if you change anything.
6. Click Generate invoice now to make the first invoice yourself. A draft customer invoice for the period opens, ready to check and confirm.

What happens next

Review each draft invoice and click Confirm to post it - see Create a customer invoice. Every invoice made by the subscription is listed under Generated invoices at the bottom of the subscription.