A Subscription Plan stores information about the Item being subscribed, its price, and billing interval.

To access the Subscription Plan list, go to:

Home > Accounting > Subscription Management > Subscription Plan

1. How to create a Subscription Plan

Before you can set a Subscription, you need a Subscription Plan.

  1. Go to the Subscription Plan list and click on New.

  2. Select the item that will be subscribed.

  3. Select a Price Determination whether Fixed or based on a Price List.

  4. Set a Billing Interval whether Daily, Weekly, Monthly, or Yearly.

  5. Set a Billing Interval Count. If you select Year as your interval and count as 5, the billing will be done for every 5 years.

  6. Save. Subscription Plan

You can also set up additional payment details and link a Payment Gateway.

A Subscription Plan is linked to an Item, for which a Sales Invoice is created.

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