Subscriptions settings

Here, you can set the subscription settings that will be used by default when creating a subscription.

Payment information

Select the payment method.

Specify the payment terms.

Billing history

Select the frequency of creating invoices.

Select the invoice creation date.

• If you select the start of the billing period, then the invoice will be created on the first day of the next period. For example, if you select monthly billing, the invoice will be created on the first day of the following month. And if you select quarterly billing, the invoice will be created on the first day of the first month of the next quarter.

• If you select the end of the billing period, the invoice will be created on the last day of the billing period. For example, on the last day of the month.

Depending on the number of days in the month, the invoice date may vary.

• If you select the start date, the next invoice will be issued on the start date + the period selected in the periodicity field.

Payment terms

Select payment terms.

• Prepayment Select this option to create an invoice for the next period

• Subsequent payment Select this option to create an invoice for the past period.

If needed, you have the option to specify the number of days to be billed in the initial period.

• Entire period In this case, the first invoice will contain all days of the selected billing period.

• Active days The invoice will include the days from the start date to the end of the billing period.

Please note: when this option is activated, the invoice amount will be transferred in proportion to the number of active days.

Price management

In Properties, you can configure the price management.

If you select Subscription, the price indicated in this subscription will remain unchanged until you change it in the subscription settings. If you select Price list, the price in the subscription will be updated after you change the price in the price list.

Reset

Click to revert to the default settings.