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# How To Manage Subscriptions With ERPNext
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ERPNext now allows you to manage your subscriptions easily. A single subscription can contain multiple plans. At
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the same time, A single subscriber can also have multiple subscriptions. ERPNext also automatically manages your
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subscriptions for you by generating new invoices when due and changing the subscription status for you.
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## Related Doctypes
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### Subscriber
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Like its name suggests, the Subscriber Doctype represents your subscribers and each record is linked to a single
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Customer.
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<img alt="Subscriber form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/subscriber.png">
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### Subscription Plan
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Each Subscription Plan is linked to a single Item and contains billing and pricing information on the Item. You can have
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multiple Subscription Plans for a single Item. An example of a situation where you would want this is where you have
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different prices for the same Item like when you have a basic option and premium option for a service.
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<img alt="Subscription Plan Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/subscription-plan.png">
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### Subscription Settings
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Subscription Settings is where you tweak the behaviour of the Subscription Doctype. For example, you can set a grace
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period for overdue invoices from it. You can also elect to have a subscription cancelled if an overdue invoice is not
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paid after the grace period.
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<img alt="Subscription Settings Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/subscription-settings.png">
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## Creating A Subscription
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To create a Subscription, go to the Subscription creation form
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`Explore > Accounts > Subscriptions`
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<img alt="Subscription form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/subscription-1.png">
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Select a Subscriber.
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If you want to cancel a subscription at the end of the present billing cycle, check the 'Cancel At End Of Period'
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check box.
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Select the start date for the subscription. By default, the start date is today's date. (Optional).
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If you are giving the subscriber a trial, enter the Trial Period Start Date and Trial Period End Date.
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If your invoice is not payable immediately, you can set the number of days before the invoice will be due in the
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'Days Until Due' field.
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If you require more than one unit of a plan, set it in the 'Quantity' field. For instance, a web developer is subscribed
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to your web hosting service. The developer buys a plan for each customer. Instead of having multiple subscriptions for
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the same plan, you can simply increase the quantity as needed.
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In the 'Plan' table, add Subscription Plans as required. You may have multiple Subscription Plans in a single
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Subscription as long as they all have the same billing period cycle. If the same Subscriber needs to subscribe to
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plans with different billing cycles, you will have to use a separate subscription.
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Select a Sales Taxes and Charges Template if you need to charge tax in your invoices.
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Fill the relevant fields in the 'Discounts' section if you need to add discounts to your invoices.
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Click Save.
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### Subscription Status
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ERPNext Subscription has five status values:
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- **Trialling** - A subscription that is in trial period
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- **Active** - A subscription that does not have any unpaid invoice
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- **Past Due** - A subscription whose most recent invoice is unpaid but is still within the grace period
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- **Unpaid** - A subscription whose most recent invoice is unpaid and past the grace period
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- **Canceled** - A subscription whose most recent invoice is unpaid and past the grace period. In this state, ERPNext no longer monitors the subscription.
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### Subscription Processing In The Background
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Every one hour interval, ERPNext processes all Subscriptions and updates each for any change in status. It will
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create new invoices if need be. When an outstanding invoice is paid, ERPNext updates the subscription accordingly.
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### Manually Updating Subscriptions
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Once you have saved a subscription, you can change the 'Days Until Due', 'Quantity', 'Plans', 'Sales Taxes and Charges
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Template', 'Apply Additional Discount On', 'Additional Discount Percentage' and 'Additional Discount Amount' fields.
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Note that changing any of the values will reflect in newly generated invoices only. Previously generated invoices will
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not be changed.
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### Cancelling Subscriptions
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To cancel a Subscription, simply click the 'Cancel Subscription' button. The subscription will update its 'Cancellation
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Date' field and the subscription will no longer be monitored.
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If you are cancelling an active subscription, an invoice will immediately be generated. The generated invoice will be on
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pro-rata basis by default. If you want ERPNext always create an invoice for the full amount, uncheck the 'Prorate' field
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in Subsciption Settings.
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### Restarting Subscriptions
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To restart a canceled subscription, simply click the 'Restart Subscription' button. Note the Subscription will empty
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its invoices table. Note that the invoices will still exist but the Subscription will no longer track them. The start
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date of the subscription will also be changed to the date the Subscription is restarted. The start of the billing
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cycle will also be set to the date the Subscription is restarted.
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### Recalculating Subscriptions
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Some times, a Subscription's status might have changed but might not yet be reflected in the Subscription. You can force
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ERPNext to update the subscription by clicking 'Fetch Subscription Updates'.
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### Subscription Settings
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**Grace Period** represents the number of days after a subscriber's invoice becomes overdue that ERPNext should delay
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before changing the Subscription status to 'Canceled' or 'Unpaid'.
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**Cancel Invoice After Grace Period** would cause ERPNext to automatically cancel a subscription if it is not paid before the grace period elapses. This setting is off by default.
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**Prorate** would cause ERPNext to generate a prorated invoice when an active subscription is canceled by default.
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If you would prefer a full invoice, uncheck the setting.
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