Subscriptions and reminders
Subscriptions
A subscription issues the same invoice on a schedule: monthly, quarterly, annually. It knows the customer, the lines, the currency and when the next one is due.
Each issued invoice is an ordinary invoice — nothing about it is special because a schedule created it. It is approved, sent, paid and accounted for exactly like the rest.
| Setting | Decides |
|---|---|
| Period | How often |
| Next issue | When the next one goes out |
| Ends | When it stops, or never |
| Lines | What is charged |
Payment reminders
Unpaid invoices are chased on a ladder you define: a friendly note after a few days, a firmer one later, a final notice.
Each step has its own mail template and its own delay. The ladder stops the moment payment is recorded — including payment matched automatically from a bank statement.
Check the ladder before switching it on
A reminder ladder sends mail to customers without anyone pressing a button. Read every step's wording and every delay first, and send yourself a test. It is the one agenda where a wrong template is embarrassing rather than merely wrong.
Payments
A payment can be recorded by hand or matched from a bank statement import. Matching uses the payment reference, and a matched payment settles the invoice, stops the reminders and lands in the trail.