View Categories

🔄 Sales Subscriptions in BillBook

1 min read

Sales Subscriptions in BillBook allow businesses to automate recurring sales, making it easy to charge customers at regular intervals for subscriptions like gym memberships, software licenses, meal plans, and more. 🚀💰


🔹 Enabling Sales Subscriptions #

Go toModules
✅ Check “Enable Subscriptions”
✅ Click “Save” 💾

📌 IMPORTANT: A cron job must be set up for subscription invoices to auto-generate.


📋 Using Subscriptions in BillBook #

Sales subscriptions can be added from:

  • POS Screen 🛒
  • Normal Sales Screen 🏷️

📌 Steps to Add a Subscription #

Step 1: Go to POS or Sales Screen
Step 2: Click on “Subscribe?” Checkbox
Step 3: A popup modal will appear to set up the subscription:

  • Frequency (e.g., every 1 day, every 5 days, every 1 month, etc.).
  • Number of Times (e.g., 5 times, unlimited, etc.).
    Step 4: Click Save 💾

📌 Now, this sale will be treated as a subscription, and invoices will be automatically generated at the selected intervals.

Manage subscriptions from: Sell → Subscriptions

  • You can Start/Stop a subscription anytime.
  • The system will auto-generate invoices for active subscriptions.
  • Notifications are sent to Admin & Salespersons when invoices are created.

📌 Subscription Indicators in BillBook #

When viewing All Sales, subscription-based sales are marked with color indicators:

🔵 Blue Color:

  • Automatically generated subscription invoice.

🔴 Red Color:

  • A recurring invoice that repeats for a set number of times.
  • Once the subscription reaches the final billing cycle, it turns into a blue invoice.

📌 These indicators help businesses easily identify and manage recurring sales.


🚀 Why Use Sales Subscriptions in BillBook? #

Automates recurring sales & invoicing 📆
Reduces manual work for repeat customers 🏷️
Provides clear tracking with colored indicators 🔴🔵
Improves cash flow by ensuring timely billing 💰
Easily manage active & stopped subscriptions

With BillBook’s Sales Subscription feature, handling recurring customer billing is seamless and efficient! 🚀🔄

Let me know if you need any refinements! 😊

Powered by BetterDocs

Leave a Reply

Your email address will not be published. Required fields are marked *