Subscription lines¶

A subscription line is what is actually billed. One contract can hold several lines, each with its own product, price, billing period and dates. Lines are edited from the Lines tab of a contract, or from Subscriptions app ‣ Subscription Lines.

Basic fields¶

Description: the label of the line.
Product: only products flagged as subscription products are offered.
Service Address: an address of the customer (or one of its child contacts) where the service is delivered. Optional.
Start Date: the first day the line covers. Required — every period is derived from it.
Contract End: the hard upper bound of automatic renewal. Once the billed periods reach this date, no further invoice is generated. Leave it empty for an open-ended subscription.
Auto-renew: when disabled, billing stops after the first period.
UoM, Discount, Payment Term: as on an ordinary invoice line.
Invoice Note: overrides the invoice line label. The placeholders #START#, #END# and #PERIOD# are replaced with the billed period.

Read-only fields show where the line stands: Paid Until (the last day covered by a posted invoice), Next Period Start and Next Period End, Last Invoice and Next Invoice.

screenshot: sales-subscriptions-line-form

menu: Subscriptions ‣ Subscription Lines ‣ (a line)
shows: A subscription line form: the status bar with the Activate/Pause/Close buttons, the Pricing group (product, pricing model, unit price, price basis), the billing group (period, invoice method, invoice basis, dates) and the Paid Until / Next Invoice fields.
highlight: The Pricing group (red frame).
data: Line "Hosting – Standard plan" on contract SUB/2026/0012, monthly, 29.00.
module: subscription
notes: English UI, light theme, 1440px width, full form.

Line states¶

A line has the same five states as the contract: Draft, Active, Inactive, Expired and Closed. The header buttons are Activate, Pause and Close. Only Active lines are invoiced.

Pausing and resuming¶

Pausing a line stops billing. When it is activated again, a Billing Resumes On date is set: periods that ended before that date are not billed retroactively. A subscription paused for six months therefore does not produce six invoices when it comes back.

Pricing¶

The Pricing Model field decides how the invoiced amount is computed:

Pricing model	Calculation
Flat fee	The agreed Quantity × Unit price.
Per seat	The quantity comes from a seat source instead of the fixed quantity.
Usage-based	The quantity comes from measured usage for the billed period.
Tiered	The unit price depends on the quantity, using the brackets in the Pricing Tiers tab.

Price Basis says what the Unit price covers:

Per billing period: the price covers one whole period, whatever its length.
Per month: the price is a monthly rate, and the invoice multiplies it by the number of months in the billing period. The computed Period Multiplier field shows that factor.

Pricing tiers¶

For a Tiered line, add brackets in the Pricing Tiers tab: Min Qty, Max Qty (exclusive; leave 0 for the open-ended top bracket) and Unit Price. The Mode field decides how they are combined:

Graduated: every bracket is priced separately and the results are added up.
Volume: one single per-unit price is used, taken from the bracket the total quantity falls into.

Example

Brackets 0–10 at 5.00, 10–50 at 4.00 and 50–0 at 3.00, with a quantity of 20:

Graduated: 10 × 5.00 + 10 × 4.00 = 90.00
Volume: 20 × 4.00 = 80.00

screenshot: sales-subscriptions-line-tiers

menu: Subscriptions ‣ Subscription Lines ‣ (a tiered line) ‣ Pricing Tiers
shows: The Pricing Tiers tab of a subscription line with three brackets (Mode, Min Qty, Max Qty, Unit Price).
highlight: The tier list (red frame).
data: Graduated tiers 0–10 = 5.00, 10–50 = 4.00, 50–0 = 3.00.
module: subscription
notes: English UI, light theme, 1440px width, crop to the notebook.

Quantity¶

Quantity: the agreed quantity of the line.
Quantity Source: where the billable quantity comes from. Static (contract quantity) uses the agreed quantity; Formula evaluates a quantity formula. Modules that extend the application add further sources.
Quantity Basis: what to do when the measured quantity differs from the agreed one. Contract quantity (measured value advisory) invoices the agreed quantity and only raises an activity when the measurement diverges; Measured value invoices what was measured.
Quantity Formula: the formula used when the source is Formula.

Billing period and dates¶

Period: the billing period — for example Monthly or Yearly. It drives every date computation.
Invoice Method:
- In advance: the invoice is issued on the first day of the period it covers.
- In arrears: it is issued the day after the period ends.
Invoice Basis:
- Start date: periods run from the line’s own Start Date.
- Calendar: periods are aligned to calendar month or year boundaries.
- Anchor Day: periods start on a fixed day of the month, set in Anchor Day. Only days 1–28 are allowed, so that every month has one.

Example

A line starting on 15 March with a monthly period bills 15 March – 14 April on the Start date basis, 1–31 March on the Calendar basis, and — with Anchor Day 1 — 1 March – 31 March.

History and invoices¶

Invoices: every invoice the line appears on.
Billed Periods: one row per invoice line, with the exact period it covers, the quantity, the unit price and the invoice state. This is the audit trail of what was billed when.
Change History: every change to the line — when, by whom, which field, the old and the new value — with the correction invoice, if one was issued.

screenshot: sales-subscriptions-line-billed-periods

menu: Subscriptions ‣ Subscription Lines ‣ (a line) ‣ Billed Periods
shows: The Billed Periods tab listing the invoice, the period start and end, the quantity, the unit price, the subtotal and the invoice state badge.
highlight: The period start and end columns (red frame).
data: Three monthly periods of line "Hosting – Standard plan".
module: subscription
notes: English UI, light theme, 1440px width, crop to the notebook.