FAQs in this section
What is the use of subscriptions?
How can 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 can I install the Subscriptions module?
What are the prerequisites required for subscriptions?
How can I configure Autopay?
Why should I configure retry rules?
Is the Subscriptions module available by default?
How can I make my subscription last forever?
How can I configure retry rules in Subscriptions?
What is a pause, suspend, and resume in Subscriptions?
How can I send an activation link to a customer?
How can I create a subscription?
How can I add a subscription from a quote?
Can I create a subscription from the Services module?
How can I create a subscription on a bi-weekly basis?
What is frequency and recurrence in Subscriptions?
How can I activate a subscription?
How can I add product or a service to a subscription?
How can 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 can I share a subscription?
Can I generate an invoice from a subscription?
How can I export a subscription record?
How can I print a subscription?
What is the use of One View in Subscriptions?
What are transactions?
Can I create a transaction to an invoice?
Can I create a transaction with a payment?
How will I know when a subscription is activated?
When should I configure Autopay?
Can I enable auto-payment without a payment gateway?

How can I change the template of a subscription?

There are two ways to change the template of a subscription, from the Print Subscription screen and from the Settings widget.

  1. Follow these steps to change the template of a subscription from the Print Subscription screen:

This is a temporary change and is available only until the subscription is printed.

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Subscriptions module.
  4. Open the subscription, you want to print
  5. Click the More button.
  6. Click the Print button.
  7. Select the template you want from the list of available templates.
  8. You can use one of the below options to:
    • Edit & Export - You can edit the subscription and export it to your local system.
    • Email with PDF - You can email the subscription record as a PDF to the contact.
    • Print - You can print the subscription and keep a hard copy.
    • Save as PDF - You can save the subscription as a PDF on your local system.
 
  1. Follow these steps to change the template of a subscription from the Settings widget:

This is a permanent change and will be applied to the subscription immediately.

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Subscriptions module.
  4. Open a subscription.
  5. Go to the Settings widget.
  6. Click the Template applied drop-down.
  7. Select the template of your choice.

The template will be applied to the subscription instantly.

To know more about Subscriptions, click here.

Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube