Initial start date
This field doesn't affect the orders. It's used for displaying when the agreement was signed by the customer.
If you're using the Recurring Revenue sales model this field also determines from what date the ARR/MRR should start counting.
Start date current period
This field determines when the period starts and when the first order will be created by the subscription.
In most cases, these two dates should be the same, but here are some cases when they might differ:
My customer signed in August, but the first order should be sent in September
I want to give my customer 3 free months: Send the invoice on sign
By pushing the renewal date to April 2023 the period length becomes 15 months, giving the customer 3 free months.
I want to give my customer 3 free months: Send the invoice after free period
Since Upsales sends the first invoice depending on the Start date current period-field, pushing it to 3 months after the initial start date will postpone the first invoice.
I want to give my customer 3 free months: With monthly order interval
This is only possible if you create two different subscriptions.
In this case, I want the first period to be 15 months and thereafter the agreement should be renewed with 12 months period length.
Settings for first subscription (3 first months)
How to give a discount? Add a 100 % discount on all order rows.
Settings subscription 2 (12 last months)
This subscription will be automatically renewed.