Subscriptions¶
The Subscriptions application bills customers repeatedly, on its own, from subscription contracts. A contract groups everything that belongs to one customer agreement; each subscription line inside it describes one recurring service: what is billed, how often, at what price, and until when. A scheduled action then generates the recurring invoices.
The application is built for recurring billing only. It does not go through quotations or sales orders: a contract is created directly, and the invoices it produces are ordinary customer invoices in Accounting.
Installation and access rights¶
Install the Subscription Management module from the application. It adds a menu with the Contracts, Subscription Lines, Reporting and Configuration entries.
Access follows the Sales access rights:
Sales / User: can read and edit contracts, lines, pricing tiers, coupons, billing periods and quantity formulas.
Sales / Administrator: can additionally delete them and maintain the configuration.
Accounting users can see the dunning attempts.
Portal users see their own contracts and lines only, through the customer portal.
In a multi-company database every record belongs to one company, and users only see the contracts of the companies they are allowed to access.
- menu
- Subscriptions
- shows
- The Subscriptions application menu bar with the Contracts, Subscription Lines, Reporting and Configuration entries.
- highlight
- The menu bar (red frame).
- data
- Demo database with the Subscription Management module installed.
- module
- subscription
- notes
- English UI, light theme, 1440px width, crop to the menu bar.