Creation

1. Open Subscriptions.

2. Click Create subscription

Customer

3. Click Customer

3.1. Select the customer.

Click Create partner to create a new partner.

Once you've selected the customer, you can select a contact person on the customer side.

Positions

4. Click Add position

4.1. Select the product.

Please note: only Services are available in the General products list.

Select Create product if you want to create a new product.

4.2. Specify quantity and amount.

Discount

Activate Add discount to specify a discount for the position.

4.3. Click Add position

Billing details

5. Click Billing

5.1. Select the payment method.

If you have selected the manual bank transfer, you need to specify the IBAN of your business partner.

5.3. Specify the payment terms.

Schedule

6. Specify schedule

6.1. Select the frequency of creating invoices.

6.2. 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.

6.3. Choose the subscription activation date.

The start date is the date when the subscription becomes active. Until this date, the subscription will have a pending status after creation.

6.4. 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.

6.5. Select the subscription duration.

When setting up the schedule, you can see the billing preview. Here you can check the invoice date, period, and amount.

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.

7. Click on Create to create a subscription.

Printable remark

Click Add remark if you want to share additional information with your customer.

The added remark appears on the invoice and is visible to your customer.