A subscription is basically an order split into several orders.
In Upsales there are two types of orders; The regular order which is sent once to the customer and the subscription which contains multiple orders that are sent to your customer at the interval you select.
Here are a few things worth knowing about subscriptions:
Order frequency and period length
When creating or editing your agreement there are two fields that determine how often a new order should be created and during what time period. Let's say you set the period length to 12 months, and you'd like to create an order third month, with these settings four orders will be created during these twelve months.
Initial start date
This field doesn't affect the order, it's used for displaying an order for when the agreement/order was signed by the customer.
Start date current period
This field determines when the first order will be created for the agreement.
This is when the next set of orders will be created by the agreement. The field is by default populated by the information in 'start date current period' plus the 'period length' you've entered. You can change this date, and thereby add additional days/months to the order period.
This is the date when no more orders will be created by the agreement. It's by default set ´to 'Never'
Create orders in advance
This is a great feature if you'd like to invoice your customers before the subscription period starts. Upsales created orders in advance from your subscription by the number of days you enter.
To enable this option:
- Make sure you have the permission of Administrator to access Subscription settings
- Head to Upsales settings > CRM > Subscriptions
- Find the create orders in advance toggle and set it to ON
- A new option is now available that let's you set the default option
- Once done, you will now find the 'Create orders in advance'-field inside your subscriptions.