The subscription add-on module enables you to create invoices in just a few clicks.
You can invoice a product or service at specific intervals, for example, annual membership fees, qtrly office rent, web services etc. There are no limits to the type or number of subscriptions, and one customer can hold several subscriptions.
It is possible to create various subscriptions and link them with a list of customers, products or services. Example: Imagine that we are a company offering office rentals, premises etc.
We could offer a subscription called “Office Rental” and within this subscription, we would entail another service e.g. “Monthly Utility charge”, which would be the service charge within the invoice. In addition, we would interlink the subscription with all our customers of office rent while being able to register the differences in prices, if necessary.
Then we can create all our invoices at once with only 3 clicks while saving a lot of time since we will not have to create our invoices one by one.
How much does the subscriptions module cost?
This add-on module costs additional £5 per month. It is disabled by default, so in case you wish to activate it, please do so as indicated below.
If you want to try this feature before purchasing it, you can do so by contacting us and we will enable a trial version for you.
How to activate the subscription module?
The subscription module can be activated by accessing Settings > All settings > Subscription > Additional modules.
Find Subscription in the list of add-on modules and click on the Edit icon on the right side of your screen, then check Access and click on Save.
Create your Subscription
Click on New subscription
Give your subscription a name
Describe your subscription
Select the interval you wish to invoice by
Tick the box if you wish this to be charged on a calendar basis
Collection - full or proportional to the joining date
Chose to enter various information on the invoice, including the name and period, this will be useful for the customer to identify the charge.
Allow more subscription per customer, means a customer can have more than one subscription
Save
You can then link products/services to your subscription along with the customers you wish to charge for this subscription.
Run your subscriptions based on date and from and to the subscriptions you have created. Once your invoices have been created they will appear within Current invoices ready to book and email out to your clients.