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Help Center

Subscriptions

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The list of all subscription invoices (sales made with Add Subscription), with what was received and what is still due. From here you view, edit, duplicate or delete a subscription and take a payment.

Step by step

  1. Open Subscriptions > Subscriptions. The title line shows the Invoice Limit of your plan and how many invoices are used this month.
  2. Press Filter Options and narrow the list by shop, Member, Payment Status, From Date, To Date and Created By, then press Filter.
  3. Type in the search box to find one invoice.
  4. Click Action on a row: View opens the invoice, Add Receipt takes a payment for the due, Edit opens Edit Subscription, Duplicate makes a new subscription with the same lines, Edit Shipment Details updates the delivery and Delete removes it.
  5. The Total row shows Total Qty, Total Invoice Amt, Received Amount, Return and Due of the rows that match.
  6. Excel, Pdf and Print export the list.

Good to know

  • There is no New button here. Add a subscription from Subscriptions > Members or Contacts > Customers with Action > Add Subscription.
  • A subscription cannot be deleted while it has a receipt or a sales return. Delete those first.
  • Pmt. Status shows Paid, Partial or Due for each invoice.
  • Subscription invoices are sales: they are also listed in Sales > Manage Sales and count in the invoice limit.
  • The recurring lines of these invoices are listed in Subscriptions > Recurring Subscriptions.
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