Adding subscriptions
Record a new subscription and choose its billing type: recurring subscription, lifetime purchase or free.
Last updated
To add assets, subscriptions, locations or people, always press the blue + button in the top right hand corner. In the menu that pops up, select Subscription.
Subscription details
First select a category, which is required. If you have not set up any categories yet, see the custom categories page to learn how.
Fill out the rest of your subscription details. The name column is the only other required field in this section.
Next choose your billing type. This is required, and it opens up more columns to fill out based on the type. Your options are Subscription, Lifetime Purchase and Free.
If this is a recurring subscription charge, select Subscription. If it is a one-time upfront purchase, select Lifetime Purchase. If it is free, select the free option.
Subscription
A subscription billing type opens up the Billing Details and Contract sections. Billing details lets you enter the bill start date, payment interval, cost and license quantity.
The payment interval is how often you pay this bill: monthly, quarterly, yearly, or up front in a lump sum.
The cost box has a selector, so you can choose whether the cost is a lump sum amount or should be calculated per license.
The contract details let you enter a contract term, or how long the contract is. The options are 1 to 5 years. You can then enter the start and end date for the contract.
Lifetime purchase
The lifetime purchase billing type opens up Billing Details and lets you enter the purchase date, cost and license count.