Subscription Plan

A Subscription Plan stores information about the Item being subscribed, its price, and billing interval.

To access the Subscription Plan list, go to:

Home > Accounting > Subscription Management > Subscription Plan

1. How to create a Subscription Plan

Before you can set a Subscription, you need a Subscription Plan.

  1. Go to the Subscription Plan list and click on New.
  2. Select the item that will be subscribed.
  3. Select a Price Determination whether Fixed or based on a Price List.
  4. Set a Billing Interval whether Daily, Weekly, Monthly, or Yearly.
  5. Set a Billing Interval Count. If you select Year as your interval and count as 5, the billing will be done for every 5 years.
  6. Save. Subscription Plan

You can also set up additional payment details and link a Payment Gateway.

A Subscription Plan is linked to an Item, for which a Sales Invoice is created.

Discard
Save
This page has been updated since your last edit. Your draft may contain outdated content. Load Latest Version
Was this article helpful?

On this page

Review Changes ← Back to Content
Message Status Space Raised By Last update on