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 share a subscription?
How do I generate an invoice from a subscription?
How do I export a subscription record?
How do I print 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 change the template of a subscription?
Table of Contents
There are two ways to change the template of a subscription, from the Print Subscription screen and from the Settings widget.
- 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.
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Subscriptions module.
- Open the subscription, you want to print
- Click the More button.
- Click the Print button.
- Select the template you want from the list of available templates.
- 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.
- 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.
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Subscriptions module.
- Open a subscription.
- Go to the Settings widget.
- Click the Template applied drop-down.
- Select the template of your choice.
The template will be applied to the subscription instantly.
To know more about Subscriptions, click here.
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