FAQs in this section
How do I create a subscription from the Services module?
How do I create a transaction to an invoice?
How do I create a transaction with a payment?
How do I enable auto-payment without a payment gateway?
How do I activate a subscription?
How do I generate an invoice from a subscription?
How do I add a section to a subscription?
How do I add a subscription from a quote?
How do I add a product or a service to a subscription?
How do I configure Autopay?
How do I configure retry rules in Subscriptions?
How do I change the template of a subscription?
How do I create a subscription on a bi-weekly basis?
Can a subscription have multiple invoices?
What is the use of subscriptions?
How do I export a subscription record?
How do I know when a subscription is activated?
What happens when a transaction for a subscription fails?
How do I keep track of payments made to subscriptions?
How do I create a subscription?
Is the Subscriptions module available in the Sales Professional edition?
What is the use of One View in Subscriptions?
How do I print a subscription?
What are transactions?
What happens when a transaction for a subscription is successful?
What is a pause, suspend, and resume in Subscriptions?
How do I send an activation link to a customer?
What are the frequency and recurrence in Subscriptions?
Is the Subscriptions module available by default?
What are the payment methods available for Subscriptions?
What are the prerequisites required for Subscriptions?
How do I make my Subscription last forever?
Why do I configure retry rules?
When do I configure Autopay?
How do I install the Subscriptions module?
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?
Table of Contents
You can share a subscription with a customer by sending a link or by sending the subscription as an attachment.
- As a link
Follow these steps to share the subscription as a link:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Subscriptions module.
- Open a subscription you want to send as a link.
- Click the Do button in the Summary View.
- Select Share.
- Select Share as a link.
- A mail compose window opens with the subscription link.
- Enter the recipient's details and click Send.
- As an attachment
Follow these steps to share the subscription as an attachment:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Subscriptions module.
- Open a subscription you want to send as an attachment.
- Click the More button in the Summary View.
- Select Share.
- Select Share as an attachment.
- A mail compose window opens with the subscription attachment.
- Enter the recipient's details and click Send.
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