Purpose

To automate recurring billing for customers.

Step 1: Create a Subscription Plan

1. Go to Selling → Subscription Plan
2. Click New
3. Enter:
4. Plan Name
5. Billing Interval
6. Billing Interval Count
7. Add Item, Rate, and Currency
8. Save

📷 Screenshot Placeholder – Subscription Plan

Step 2: Create a Subscription

1. Go to Selling → Subscription
2. Click New
3. Select Customer
4. Choose the Subscription Plan
5. Set Start Date and Company
6. Save and Submit

NOTE!: Ensure the customer or supplier billing currency is the same as that of the subscription plan.