The contract knows its next date
One record carries the plan, the price, the next invoice date, the renewal date and its share of MRR, so the question "what do we bill Maison Berger on the first" has one answer and it is on the record.
Subscriptions · Sales
Sign the contract once. Invoice it every month, on the date.
From the plan to the renewal, in five steps.
The plan is in the catalogue
A plan is a product with a cadence: what it includes, what it costs a month, how long it runs, what happens at the end. Options are lines the client can add, at their own price.
From the plan to the renewal, in five steps.
A plan is a product with a cadence: what it includes, what it costs a month, how long it runs, what happens at the end. Options are lines the client can add, at their own price.
The contract, its next invoice, and what it adds up to.
What a plan contains, when it renews and how the price moves are yours to set.
Upgrade mid-month, prorated
The days left in the month at the new price are one line on the next invoice, computed by the contract.
Reminders that stop when the money lands
A reminder at seven days, another at twenty, and none once the bank line matches the invoice.
MRR, new, expansion, churned
The four figures the owner watches, read from the contracts themselves.
The renewal on the record, sixty days out
The reminder goes to the contract's owner, not to whoever opens the spreadsheet.
The contract knows its next date
One record carries the plan, the price, the next invoice date, the renewal date and its share of MRR, so the question "what do we bill Maison Berger on the first" has one answer and it is on the record.
The same contract, for an installer that maintains boilers and a club that has members.
What adapts: what the contract covers (a site, a person, a seat), the cadence and the term, what the price does at renewal, what a rule pauses or ends, and what the invoice lands on. Two businesses can run Subscriptions and disagree on every one of those.
An HVAC installer with maintenance contracts
The contract is for a site, with its boilers listed. It runs a year, is invoiced monthly over Peppol, is indexed at renewal, and the two visits it includes are planned from the contract as interventions, so the technician arrives because the contract says so.
A sports club with member plans
The contract is a membership for one person. They sign up from the website without a login, pay monthly, are paused by a rule over the summer, and end their plan from the portal with a reason, or after a call, whichever the club decides.
The renewal runs itself.
Sixty days before the end date, the contract's owner gets a reminder and the client gets a message. No notice arrives by the notice date, so the contract renews for another year, the index is applied to the price, and the first invoice of the new term is created on its date at the new figure. Every step is written on the contract, with the rule that fired it.
Where the contract came from, and where the invoice goes.
A subscription billing tool starts at the plan and stops at the payment. Here the contract is the next state of the opportunity the CRM held, the invoice it produces is the invoice your accountant posts, and the client reads both in a portal that shows their contract, not a login to a third product.
The opportunity that became the contract. The client, the owner and the amount were on the opportunity; the contract carries them on.
See CRM.
The opportunity that became the contract. The client, the owner and the amount were on the opportunity; the contract carries them on.The invoice your accountant posts. The recurring invoice is posted to revenue with the client and the contract behind it, and the bank line settles it in the same ledger.
See Accounting.
The invoice your accountant posts. The recurring invoice is posted to revenue with the client and the contract behind it, and the bank line settles it in the same ledger.The invoice that left over Peppol. Delivery is confirmed on the record; a client without an access point gets it by email from the same record.
See Invoicing.
The invoice that left over Peppol. Delivery is confirmed on the record; a client without an access point gets it by email from the same record.What the client sees. Their contract, their next invoice, the invoices paid, and the actions you allow them.
See Customer Portal.
What the client sees. Their contract, their next invoice, the invoices paid, and the actions you allow them.This is the room.
The month's contracts: what each one bills on the first, when it renews, what is paid and what is open, and the MRR they add up to, on one screen the owner and the accountant share.
A month read twice.
The same October, once with the renewals chased from a spreadsheet and the invoices copied from last month, once with the contracts doing the month themselves.
- Renewals chased from a spreadsheet (Unresolved): The renewal list. A tab with end dates, checked when someone remembers.. The month's invoices sent and matched: The renewal on the contract. A reminder sixty days out, to the contract's owner..
- Renewals chased from a spreadsheet (Unresolved): The price index. Recalculated by hand, applied late, argued about.. The month's invoices sent and matched: The index in the rule. Applied at renewal, stated on the contract and on the new invoice..
- Renewals chased from a spreadsheet (Unresolved): The month's invoices. Created one by one on the first, from last month's copy.. The month's invoices sent and matched: The invoices on the date. Created from the contract, all of them, with this month's lines..
- Renewals chased from a spreadsheet (Unresolved): Sending. PDFs attached to emails, one at a time.. The month's invoices sent and matched: Over Peppol. From the record, delivery confirmed on the invoice..
- Renewals chased from a spreadsheet (Unresolved): The payment. The bank statement read against the list, by eye.. The month's invoices sent and matched: The bank line matched. Each line settles its invoice; the open ones are the list..
- Renewals chased from a spreadsheet (Unresolved): The upgrade. A credit note and a new invoice, worked out on a calculator.. The month's invoices sent and matched: A prorated line. On the next invoice, computed by the contract..
- Renewals chased from a spreadsheet (Unresolved): The client's question. "Can you resend the March invoice.". The month's invoices sent and matched: Their portal. Their contract, their invoices, the actions you allow..
- Renewals chased from a spreadsheet (Unresolved): MRR. A pivot rebuilt each quarter.. The month's invoices sent and matched: A figure on the dashboard. With new, expansion and churned beside it..
The subscription billing tool you would otherwise buy bills an account, not your client.
The plan, the cadence and the renewal rule
- A spreadsheet
- No
- A subscription billing tool
- Yes
- A suite module
- Yes
- Enobase
- Yes, on the contract
The invoice created on the date, from the contract
- A spreadsheet
- Copied
- A subscription billing tool
- Yes
- A suite module
- Yes
- Enobase
- Yes, with this month's lines
Sent over Peppol
- A spreadsheet
- No
- A subscription billing tool
- Rarely
- A suite module
- In their invoicing
- Enobase
- Yes, from the record
The bank line matched to the invoice
- A spreadsheet
- By eye
- A subscription billing tool
- Through a gateway
- A suite module
- In their accounting
- Enobase
- Yes, from the bank feed
The client is the record that held the opportunity
- A spreadsheet
- No
- A subscription billing tool
- A billing account
- A suite module
- In their CRM
- Enobase
- Yes, one record
The ledger your accountant closes
- A spreadsheet
- Elsewhere
- A subscription billing tool
- An integration
- A suite module
- In their accounting
- Enobase
- Yes, the same workspace
Time to live
- A spreadsheet
- A day
- A subscription billing tool
- Weeks
- A suite module
- Months
- Enobase
- One week
| What you need | A spreadsheet | A subscription billing tool | A suite module | Enobase |
|---|---|---|---|---|
| The plan, the cadence and the renewal rule | No | Yes | Yes | Yes, on the contract |
| The invoice created on the date, from the contract | Copied | Yes | Yes | Yes, with this month's lines |
| Sent over Peppol | No | Rarely | In their invoicing | Yes, from the record |
| The bank line matched to the invoice | By eye | Through a gateway | In their accounting | Yes, from the bank feed |
| The client is the record that held the opportunity | No | A billing account | In their CRM | Yes, one record |
| The ledger your accountant closes | Elsewhere | An integration | In their accounting | Yes, the same workspace |
| Time to live | A day | Weeks | Months | One week |
Questions about Subscriptions
Yes. On its own it is a plan, a contract, a recurring invoice and a renewal rule. Turn CRM on and the contract is created from the won opportunity; turn Accounting on and the invoice posts to your ledger and the bank line settles it there.