A subscription is one order split into several orders that are sent to the customer over a specific period of time. Subscriptions help you manage your billing, invoicing, and monitor customer base development. Automated follow-up of churn, ARR and MRR, and up-sells allow you to focus on growing your business.

This article covers:

• Activating the subscription option
• Overview of subscription settings

Related articles:

• Subscriptions overview
• Custom fields

Activating the subscription option

1. Click Settings → Subscription:
   
   
   
   
2. Click the Activate Subscription toggle:
   
   
   
   The Subscriptions sub-tab now displays under the Sales & CRM tab:
   
   
   

Overview of subscription settings

Once the Subscription has been activated you can set a variety of fields to make creating subscriptions easier.

Select field for start and end date

You have three options for the subscription:

• No field
  Show no start or end dates
• On order
  Show start and end dates for the entire order
• On every order row
  Show start and end dates for every row in the order

if you choose to show dates, click the dropdown:


Note:  You may need to create the custom fields for the start and end date fields if these drop-downs are empty. 

Default settings

Default values will populate the fields when new subscription orders are created.

The available default values are:

• Order interval (how often Upsales should generate new orders).
  
  
  
• Period length (how long is each subscription):
  
  
  
• Locked stages (prevent edits being made to subscriptions in specific stages)
  
  
  
  
• Enable orders to be created in advance (have new orders be created and invoices sent ahead of time). You have a list of default options – click +Add option to set a custom number of days: