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Click on the Finances module.
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Click on Subscription.
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Click on Add Subscription.
Important: The addition is based on the selected filter (Client type, filter), and if there is no filter, the subscription will be added to all entries in the list.
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Choose a client type or a filter.
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Tick the clients to whom you want to add a subscription.
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Click Next: Select Subscriptions.
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Choose the Product (mandatory field).
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Enter the Quantity (mandatory field).
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Choose the Price, including VAT (mandatory field).
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Choose the Invoice Frequency.
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Choose the Frequency Limit:
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No Limit = Unlimited renewal of the subscription.
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Limit = Choose the frequency at which the subscription must be renewed before its expiration.
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Choose the Start/Renewal Date (mandatory field).
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Allow or disallow Direct Debit for this subscription.
- Choose Direct Debit Frequency.
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Click Finish.
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The subscription is added to the selected clients.
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