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 to → Modules
✅ 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! 😊