Subscriptions and recurring billing
Bill the same customer the same amount on a schedule, without creating each invoice by hand.
Recurring revenue is only an advantage if it does not cost recurring work. A subscription in IDup produces its invoices on its own.
Where to find itSales & billing → Subscriptions.
Step by step
- Open Sales & billing → Subscriptions and create one for the customer.
- Set what is billed, how much, in which currency, and how often.
- Set the start date and, if there is one, the end date.
- Save. Each period, the invoice is created and — if you set it that way — sent automatically.
- Change or stop the subscription when the arrangement changes; invoices already issued are not touched.
Subscriptions versus recurring invoices
- A recurring invoice is one invoice set to repeat. Good for a fixed retainer.
- A subscription is a standing arrangement with its own lifecycle and, where you use them, its own products. Good for a service a customer signs up to and cancels.
The subscription shop
If you sell subscriptions as products, IDup Shop ABO holds the subscription products, the product groups and the purchase log — see The subscription shop.
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