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Simple Subscription

Easy setup: existing Subscriptions get copied from ERPNext (you have to cancel them manually though)

How to

  1. Create a new Simple Subscription
  2. Select a Customer
  3. Set a Start Date
  4. Select a Frequency
  5. Add items to the table
  6. Select a Sales Taxes and Charges Template
  7. Click "Save"

Actions

  • Submit a Simple Subscription to start generating invoices.

    • New invoices will automatically be generated on the first day of a period, for the previous period.
    • If you need an invoice immediately, click the button "Create last {Monthly / Quarterly / Yearly} invoice".
  • Mark a Simple Subscription as disabled to stop generating invoices.

  • Duplicate a disabled Simple Subscription to change any values.