FAQs in this section
What is the use of subscriptions?
How do I keep track of payments made to subscriptions?
What are the payment methods available for Subscriptions?
Is the Subscriptions module available in the Sales Professional edition?
How do I install the Subscriptions module?
What are the prerequisites required for Subscriptions?
How do I configure Autopay?
Why do I configure retry rules?
Is the Subscriptions module available by default?
How do I make my Subscription last forever?
How do I configure retry rules in Subscriptions?
What is a pause, suspend, and resume in Subscriptions?
How do I send an activation link to a customer?
How do I create a subscription?
How do I add a subscription from a quote?
How do I create a subscription from the Services module?
How do I create a subscription on a bi-weekly basis?
What are the frequency and recurrence in Subscriptions?
How do I activate a subscription?
How do I add a product or a service to a subscription?
How do I add a section to a subscription?
Can a subscription have multiple invoices?
What happens when a transaction for a subscription fails?
What happens when a transaction for a subscription is successful?
How do I generate an invoice from a subscription?
How do I export a subscription record?
How do I print a subscription?
How do I change the template of a subscription?
What is the use of One View in Subscriptions?
What are transactions?
How do I create a transaction to an invoice?
How do I create a transaction with a payment?
How do I know when a subscription is activated?
When do I configure Autopay?
How do I enable auto-payment without a payment gateway?
Can I add frequency and recurrence fields while creating a subscription?
What will the Invoice created from subscriptions display?

How do I share a subscription?

You can share a subscription with a customer by sending a link or by sending the subscription as an attachment.

  1. As a link

Follow these steps to share the subscription as a link:

  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Select the Subscriptions module.
  4. Open a subscription you want to send as a link. 
  5. Click the Do button in the Summary View.
  6. Select Share.
  7. Select Share as a link.
  8. A mail compose window opens with the subscription link.
  9. Enter the recipient's details and click Send.
 
  1. As an attachment

Follow these steps to share the subscription as an attachment:

  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Select the Subscriptions module.
  4. Open a subscription you want to send as an attachment.
  5. Click the More button in the Summary View.
  6. Select Share.
  7. Select Share as an attachment.
  8. A mail compose window opens with the subscription attachment.
  9. Enter the recipient's details and click Send.
To know more about Subscriptions, click here.
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