Subscriptions
A subscription is one customer's ongoing agreement to pay for something on a repeating basis. Manage subscription plans and customer renewals from Subscriptions in the sidebar.
Subscription versus product. A product is the thing you sell and lives in the catalogue. A subscription is a named customer paying for it, with their own start date, price and term. One recurring product supports many subscriptions.
Subscription versus opportunity. An opportunity is the deal to win. A subscription is what exists once it is won and the customer is being billed. Marking an opportunity as won is normally where a subscription starts.
Every subscription carries a status. Active means it is running and counting towards recurring revenue. Paused means billing is suspended but the agreement stands. Churned means the customer has left.
Churn is a real event, not an absence. A subscription that stops being billed without being marked churned quietly overstates your recurring revenue and never appears in churn analysis, so the number you use to judge the business stays wrong, in the flattering direction. Record the ending.
Renewals. Renewal Date is derived (Start Date + Agreement Period), and Auto Renewal decides what happens when it arrives. Keep billing after the initial agreement period. Without auto-renewal the agreement lapses at the end of its term, which is either what you intended or a silent loss.
In this section
Create a subscription
Start a recurring agreement, ideally straight from the deal that won it
Change, pause or end a subscription
Change what a customer pays, pause them, or end the agreement cleanly
Find subscriptions and renewals
Find what renews next month, what is at risk, and what has already lapsed
Automatic billing runs
Subscriptions invoice themselves on schedule — this is where you watch that it worked
The Renewals tab
What is coming up for renewal, what it is worth, and what needs you first
The Manual Invoicing tab
Subscriptions you have chosen to invoice by hand, and what that does and does not change
The Audit Log tab
Every change to a subscription, who made it and when
The Customer Analytics tab
Subscription revenue read by customer rather than by subscription