Subscription plans overview

<< Prev Next >>

A company might need to invoice customers for the same service on a regular basis. For example, a standard monthly fee for consulting services.
1C:Drive offers you a subscription plan functionality to handle billing of such services. You can create and enable a subscription plan to automatically issue recurring invoices instead of issuing them manually for each billing period.

A subscription plan specifies when sales invoices must be issued, how often, and to whom.

If a subscription plan is active, 1C:Drive creates a scheduled job. This job automatically runs and issues sales invoices according to the subscription plan settings.

You can set up as many subscription plans as you need.

1C:Drive stores all subscription plans in the Subscription plans catalog. To open it:

Go to Sales.
Under Catalogs, click Subscription plans.

In the Subscription plans catalog, you can:

For the detailed description of the subscription plan fields, see Subscription plan fields.

Subscription plans are available only if the Use recurring business documents checkbox is selected in Settings > Company, under Other.

<< Prev Next >>