Creating subscription plans

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To create a subscription plan:

1. Go to Sales.
2. Under Catalogs, click Subscription plans.
3. In the Subscription plans list, click Create.
   The Subscription plan (create) window is displayed.
4. On the Settings tab, specify general settings of a subscription plan:
   • Select the Enabled checkbox to indicate that the subscription plan is currently active.
   • Set Document type to Sales invoice.
   • Fill in Description to indicate a subscription plan name.
   • Select Company that a subscription plan is created for.
   • Fill in Bulk mailing e-mail account to indicate an email account from which sales invoices are sent to a customer.
   • Fill in other details as necessary.
5. On the Settings tab, in the Schedule section, specify the frequency and schedule settings.
   These settings are used to create and run a scheduled job that issues sales invoices. To specify the settings:
   1. Select Frequency to indicate how often sales invoices must be issued: Day (once a day) or Month (once a month), or Year (once a year).
   2. Set a schedule when the job must run. To do this, click Fill in schedule and specify the schedule settings. For example, a scheduled job runs several times a month, while Frequency is Month. This means a sales invoice is issued only during the first successful job run in a month.
      If Frequency is Month, you can set a custom schedule instead. To do this, select the Use custom schedule checkbox, click Custom schedule, and specify the schedule settings. Use this option if a company has a specific business calendar and you want to issue sales invoices according to its working days. For example, issue a sales invoice on the third working day of a month.To learn more, see
   3. Examples of schedule settings.
6. In the Products section, specify the services that you want to include in a sales invoice. To do this click Add and fill in the service details, including quantity and price. For details, see Products section.
7. On the Customers tab, specify the customers to issue sales invoices for. To do this, click Add and fill in customer details:
   • Counterparty. A customer name.
   • Email to. A customer's email to send sales invoices to.
   • Start date. The start date of the period during which sales invoices must be issued to a customer.
   • End date. The end date of the period during which sales invoices must be issued to a customer.

   Note. If you set a custom schedule in step 5, Start date and End date are populated from that schedule. They are non-editable in this case.

8. Click Save and close.

Sales invoices issued according to a subscription plan appear on the Sales invoices tab of the subscription plan. You can also view these sales invoices in the Sales invoices list.

If emails with sales invoices are successfully sent to customers, they appear in the Events: emails list in CRM > Email.

If you have Administrator access rights, you can check the status of the scheduled job that issues sales invoices. To do this, go to Settings > Support and service > Scheduled job > Scheduled and background jobs. Locate a job with the description matching the subscription plan description. Then, check the Status column value for this job. To view the detailed event log for the job, select the job line and click .

Examples of schedule settings

Consider the following examples of schedule settings for a job that automatically issues sales invoices:

Example 1

A company needs to issue a recurring sales invoice during a calendar year 2024, on the last day of each month, from 9:00 AM to 10 AM.

In this case, create a subscription plan, set Frequency to Month, click Fill in schedule and specify the schedule settings as follows:

1. On the General tab of Schedule window, specify the period when sales invoices must be issued. In this example, it is from 1/ 1/2024 to 12/ 31/2024 (a calendar year 2024):
   
2. As a sales invoice must be issued each month of the year, open the Monthly tab and, in the Months section, keep all the checkboxes cleared.
   To indicate that sales invoice must be issued on the last day of the month, set Run on 1 day of month before end.
   
3. To indicate that a sales invoice must be issued from 9:00 AM to 10:00 AM, open the Daily tab and set Begin at to 9:00:00 AM and End at to 10:00:00 AM.
   
4. Click OK.

Example 2

A company has a business calendar with five working days per week, starting from Monday. The company needs to issue a recurring sales invoice during a calendar year 2024, on the third working day of each month.

In this case, create a subscription plan, set Frequency to Month, select the Use custom schedule checkbox, click Custom schedule and specify the schedule settings as follows:

1. In the Settings section of Custom schedule window:
   • Set Period during which a sales invoice must be issued. In this example, it is from 1/ 1/2024 to 12/ 31/2024 (a calendar year 2024).
   • Select Business calendar of the company. In this example, it is Five days calendar meaning a business calendar with five working days per week, starting from Monday.
   • To indicate that a sales invoice must be issued on the third working day of each month, set Every 3 working day from beginning of month.
     
2. To fill in the schedule according to the specified settings, click Generate.
   1C:Drive populates the dates when a sales invoice will be automatically issued.
   

   Note. You can manually add or delete dates in the generated schedule. To add a date, click Add and specify a date. To delete a date, right-click a date line and select Delete.

3. Click Save and close.

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