How Do Subscriptions Work?

Subscriptions act as a template for invoices which need to be generated on a specific frequency (once a month, twice a year, etc). Subscriptions are almost identical to invoices. The difference is that Subscriptions aren't sent directly to a client (the generated invoice is) and payments aren't made to a subscription (payments are made to the generated invoice).

Once a subscription has been created, the Task Scheduler will cycle through each day and check for any subscriptions that are due to generate invoices from. Any subscriptions that are due to be generated will be. Depending on the "Automatically Email Subscriptions" setting in System Settings on the Invoices tab, the generated invoice will email itself to the client.

*Important Note: The Task Scheduler needs to be set up before any subscriptions will actually generate.