Subscription products

Only products flagged as subscription products can be used on a subscription line.

Flag a product

Open a product in Sales app ‣ Products ‣ Products (or in Inventory app ‣ Products ‣ Products) and tick the Subscription checkbox in the General Information tab. A Subscription tab then appears on the product form, and two smart buttons show how many subscription lines use the product: the active ones and the total.

Note

The Product field of a subscription line only offers products with the Subscription checkbox ticked.

screenshot: sales-subscriptions-product-flag
menu
Sales ‣ Products ‣ Products ‣ (a product) ‣ General Information
shows
A product form with the "Subscription" checkbox ticked and the two subscription smart buttons in the button box.
highlight
The "Subscription" checkbox (red frame).
data
Product "Hosting – Standard plan", 12 active subscriptions.
module
subscription
notes
English UI, light theme, 1440px width, crop to the button box and the checkbox.

The Subscription tab

The Subscription tab holds:

  • Subscription Type: classifies the recurring service. The standard value is General; additional types are added by the modules that extend the application.

  • Recurring Prices: the default price per billing period. Add one line per period — for example a monthly and a yearly price for the same product — with the Period, the optional Product Variants it applies to, the Price and its Currency.

Example

A hosting plan sold both monthly and yearly has two recurring price lines: Monthly = 29.00 and Yearly = 290.00. When a subscription line for this product is set to the yearly period, the yearly price is proposed.

screenshot: sales-subscriptions-product-recurring-prices
menu
Sales ‣ Products ‣ Products ‣ (a product) ‣ Subscription
shows
The Subscription tab of a product with the Subscription Type field and the Recurring Prices list containing a monthly and a yearly price line.
highlight
The Recurring Prices list (red frame).
data
Product "Hosting – Standard plan"; Monthly 29.00, Yearly 290.00.
module
subscription
notes
English UI, light theme, 1440px width, crop to the notebook.