If you bill a customer for the same thing on a regular basis — a monthly retainer, a maintenance contract, or a rental — a subscription keeps the details in one place and lets you raise each invoice in a click. This guide covers creating subscriptions, billing them, and managing their lifecycle.

Creating a subscription

Open Sales → Subscriptions and click Create Subscription. Choose the Customer and Billing Address, set the Currency and Payment Terms, then the Billing Frequency (Weekly, Monthly, Quarterly, Annual, or Custom — for Custom, set the Interval (days)). Set a Start Date and an optional End Date, then add an optional Reference or Notes.

Adding lines

Add the products or services to bill each cycle with Add Line — quantity, unit price, discount, and tax, just like an invoice. These lines are copied onto every invoice the subscription generates.

Billing the subscription

When it's time to bill, open the subscription and click Bill Now. NexerIQ creates an invoice from the subscription's lines, issues it, and updates the Next Billing Date. Generated invoices are listed under Generated Invoices, each linking to the full invoice. Billing is done on demand with Bill Now, so you stay in control of exactly when each invoice goes out.

Managing the lifecycle

• Pause — temporarily stop billing an active subscription; Resume to start it again.
• Cancel — end a subscription you no longer need.
• A subscription automatically becomes Ended once its next billing date passes the End Date.

Subscription statuses

A subscription is Active, Paused, Cancelled, or Ended. You can edit an Active or Paused subscription; Cancelled and Ended ones are read-only.

Tip: Set an End Date for fixed-term agreements so the subscription closes itself when the term is up — and use Pause rather than Cancel for a temporary hold, so you can pick up exactly where you left off.