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How to Set Up Recurring Sales (Subscriptions)

Short answer

Switch on Enable Subscription under Settings → Business Settings → Modules. On a sale, tick Subscribe? and set the Subscription Interval and No. of Repetitions. SellarPro raises the invoice again automatically, and Sales → Subscriptions lists them all.

If a customer buys the same thing every week or month, such as a supply contract, rent or a membership, SellarPro can raise the invoice for you each time.

Step 1: switch it on

Open Settings → Business Settings → Modules, tick Enable Subscription and save.

Step 2: make the first sale a subscription

  1. Create the sale for the customer as usual.
  2. Tick Subscribe? and open the settings beside it.
  3. Choose the Subscription Interval in days, months or years.
    The Subscribe window set to repeat every 1 month
    Every 1 month, with no limit on repetitions.
  4. Set No. of Repetitions. Leave it blank to repeat until you stop it.
  5. For monthly invoices, choose the day in Repeat on.
  6. Save the sale.

Each new invoice is created automatically late in the evening on the day it is due.

Manage subscriptions

Open Sales → Subscriptions to see them all. Use Stop Subscription to pause one and Start Subscription to resume it.

Common questions

Are recurring invoices paid automatically?
No. Each one is raised as owed. Record the payment when the customer pays.

Still need help?

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