To enable subscription billing, you first need to mark your services as recurring. This tells the system that when the service is added to an invoice, it should trigger subscription setup.

Making a Service Recurring

1. 1 Go to Assets → Services
2. 2 Click Create Service or edit an existing service
3. 3 Navigate to the Pricing & Tax tab
4. 4 Check the "This is a recurring service" checkbox
5. 5 Select the Billing Cycle (Monthly, Quarterly, Semi-Annually, or Yearly)
6. 6 Set the Price - this is the amount charged each billing cycle
7. 7 Click Save

Adding Recurring Services to Invoices

When you add a recurring service to an invoice:

• The line item is automatically marked as a subscription item
• A notice appears on the invoice showing the recurring charge
• When the client pays, they will be prompted to set up Direct Debit

Mixed Invoices

Invoices can contain both one-time items and recurring services:

Billing Cycle Options