Key points of the article:

1. Creating a subscription

2. Modifying a subscription

3. Deleting a subscription

1. Creating a subscription

1. Click on the Customer Management module.

2. Choose the client.

3. Click on Finance.

4. Click on Subscriptions.

5. Click on Add Custom subscription.

A window will open where you need to fill in the indicated fields.

1. Choose the subscription to add.

2. Choose the quantity.

3. Choose the subscription price (defaults but can be modified).

4. Choose the billing frequency.

5. Choose the renewal date.

6. Choose the subscription expiration date (if renewed annually, no limit needed).

7. Click the billing frequency.

The created subscription will appear.

2. Modifying a subscription

1. Click on the Customer Management module.

2. Choose the client.

3. Click on Finance.

4. Click on Subscriptions.

5. Click on the small pencil icon on the subscription line to modify.

A window will open with the subscription settings.

1. Modify the parameter of your choice (for example, edit the article).

2. Click on Save.

The modification will be applied.

3. Deleting a subscription

1. Click on the Customer Management module.

2. Choose the client.

3. Click on Finance.

4. Click on Subscriptions.

5. Click on the cross icon on the subscription line to delete.

6. Click OK to confirm the deletion of the subscription.

The subscription will be deleted.

Associated article:

Billing a subscription