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Subscriptions

Last update: 07/21/2026

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Subscriptions Overview
Subscription Templates
Creating & Managing Subscriptions
MRR, Churn & Reporting

Setting Up Subscription Templates

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Templates Define How Billing Repeats

Go to Subscriptions > Configuration > Templates → Create.

Recurrence

  • Repeat Every – a number (e.g. 1, 3, 12) …
  • Recurrence Unit – Day(s), Week(s), Month(s), or Year(s) — combined, e.g. "every 1 Month(s)" or "every 3 Month(s)" for quarterly billing.
  • Duration – Forever (renews indefinitely until cancelled) or Fixed (ends automatically after a set Rule Count of cycles, e.g. a 12-month contract).

Invoicing Mode

ModeWhat Happens Each Cycle
DraftA draft invoice is created for review — nothing is sent or confirmed automatically.
InvoiceThe invoice is created and posted automatically, but not emailed.
Invoice & SendPosted and automatically emailed to the customer — fully hands-off recurring billing.
Sale Order & InvoiceGenerates a new Sales Order each cycle before invoicing — useful when you want a sales-order-level record of every cycle, not just the invoice.

Choose Draft while you're first rolling out subscriptions (so you can sanity-check the first few invoices before trusting the automation), then move to Invoice & Send once confident.

Terms & Products

Attach standard Terms and Conditions text and link the specific Products this template applies to, so creating a new subscription from a matching product pre-fills the right template automatically.

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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.