Subscriptions & Invoicing
Recurring revenue is a first-class concept in DealJourney. Subscriptions drive MRR, ARR, churn, and retention reports. Invoices, whether generated natively or mirrored from a connected accounting system, close the loop between a won deal and the money arriving.
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Subscriptions and recurring revenue
Track the recurring part of your business with proper MRR accounting.
A subscription is a recurring contractual relationship with a customer: the line items they pay for, the cadence they pay on, and the period the agreement covers. Subscriptions underpin the MRR, ARR, churn, and NRR numbers on your dashboard. Those aren't derived from invoices alone, they're derived from the underlying subscription state.
Each subscription has one or more line items. A line item has a product, a quantity, a unit price, and an interval: monthly, quarterly, annual, or custom. Mixing intervals on a single subscription is supported, so a platform fee paid monthly and an annual support retainer can sit on the same contract.
Subscription lifecycle
Active, paused, cancelled, churned, and the events that move between them.
Subscriptions progress through a small set of statuses. Active is the default working state. Paused is a temporary hold: billing pauses but the subscription is still on the books. Cancelled means the customer has ended the subscription and it won't renew. Churned is the analytics-facing status used to calculate churn MRR in reports.
Each subscription carries a renewal date, a renewal amount, and an auto-renew flag. The renewals view gives you a forward calendar of everything coming up so your team can get ahead of a conversation before the customer does.
Non-recurring items
One-off charges that shouldn't count as recurring revenue.
Not everything your team sells is recurring. Setup fees, professional services engagements, hardware, and one-time add-ons are captured as non-recurring items on the opportunity or customer record. They generate invoices and appear in revenue reports, but they're segregated from MRR so subscription metrics stay clean.
Quotes
Send a proposal from an opportunity in a few clicks.
The quote editor turns the line items on an opportunity into a customer-ready document. It pulls your company profile, the customer's billing details, and any recurring and non-recurring items already attached to the deal. You can tune the layout, add notes, and email the quote directly from DealJourney, with the send logged as an interaction on the opportunity timeline.
Invoicing
Draft, send, and track invoices from the same place you work your deals.
Invoices can be created manually, generated from a quote, or produced automatically when an opportunity is marked Won. The last option is the default for ERP-connected workspaces and removes most of the finance handoff.
Every invoice has a status: Draft, Sent, Paid, Overdue, or Cancelled. You can email invoices to the customer with an attached email template, record payments, and see the full ageing view across your customer base.
If you've connected an accounting system like PowerOffice, e-conomic, Tripletex, Fortnox, or Fiken, DealJourney mirrors invoices from the ERP into the same table, so native and ERP-issued invoices appear in a single unified view.