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Simple Subscription

Easy setup: existing Subscriptions get copied from ERPNext (you have to cancel them manually though)

How to

  1. Create a new Simple Subscription
  2. Select a Customer
  3. Set a Start Date
  4. Select if billing is based on calendar months or Start Date
  5. Select if billing is supposed to happen at the beginning of period or after end of period
  6. Select a Frequency
  7. Add items to the table
  8. Select a Sales Taxes and Charges Template
  9. Click "Save"

Actions

  • Submit a Simple Subscription to start generating invoices.

    • New invoices for the current period will automatically be generated once per day if they don't yet exist
    • If you need an invoice immediately, click the button "Create current {Monthly / Quarterly / Yearly} invoice".
  • Mark a Simple Subscription as disabled to stop generating invoices.

  • Duplicate a disabled Simple Subscription to change any values.