Create subscription

On this page you can create a subscription for your customer (s) with which your customers must receive an invoice at predetermined times and frequency.

You can set the following for a subscription:

- Recurring number of months
- The date when the first invoice must be sent
- Select a customer for whom you create a subscription
- "Add rule" button

Recurring number of months

Here you can indicate the frequency with which you want an invoice to be created and sent for the relevant subscription. You can choose from every month, every 2 months, etc .. up to every year.

Date of first invoice

Here you can indicate when you want the subscriber to take effect and an invoice to be created and sent.

Select customer

Here you select the name of the customer for whom the subscription is intended. You create the customers via "Relationships", which you can find in the side menu.

Add rule

Via this button you can add lines that you want to be mentioned in the invoice. Each line has a number of entry fields that you are required to fill in. These consist of a category, subject, number and price (excl. VAT).

Special characters

You can use special characters in your subscription. Below you will find the different options:

: year
: nextyear
* *

If you use ": year" in your subscription, the current year will be stated in the invoice.

If you use ": nextyear" in your subscription, the invoice will state the year of the following year.

 Example: 

 This year is: year, next year is: nextyear. 

 In the invoice this is shown as follows in the year 2019: 

 This year is 2019, next year is 2020. 

If you use the characters "* *", text between the * characters is printed in bold.

 Example: 

 This * word * is printed in bold. 

 This is shown in the invoice as follows: 

 This word is in bold.