How to Create a Subscription

Recurring invoices, also known as subscription billing, allow you to automatically generate and send invoices at set intervals (e.g., monthly, quarterly, annually). This is ideal for businesses offering ongoing services, memberships, or retainers.

Prerequisite: you must have an existing invoice template to create a new subscription.

Step 1: Access Subscriptions

1. Navigate to Financials from the sidebar.

2. Click on the Subscriptions tab.

3. Click Create Subscription.

Step 2: Configure Subscription Details

1. Give the subscription a title.

2. Select a subscriber or add a new one.

3. Choose an invoice template.

4. Click Continue.

Step 3: Configure Invoice Details

1. Add company information, subscriber information, and others

2. Add billable items or services, and set their prices,

3. Apply discounts and taxes if needed.

Step 4: Set Up the Recurring Schedule

1. Define the billing frequency:

• Define the value (i.e. Every 2…)

• Choose the frequency Day, Week, Month, Year

2. Choose the start date and end date (optional).

If the start date is in the future, no invoices will be generated until the date arrives.

2. Choose the billing method (automatic billing or manual billing).

3. Choose the payment method.

Only Stripe can be used for automatic billing.

Step 5: Activate the Subscription

1. Review all settings and preview the invoice.

2. Click Create subscription — Plutio will now generate and send invoices based on the schedule.