Generate a subscription draft with AI
Subscriptions can use AI to draft recurring invoice line items, the same way invoice drafting does. The prompt templates offered here come from invoice prompt templates whose Use for setting is Subscriptions only or Invoices & Subscriptions.
On a new subscription, select the customer, property, start date, billing cadence, and any other required subscription settings first. When you generate, Essential saves a draft subscription, opens that subscription page, and streams the generated line items there. The generated subscription remains a Draft until you review and activate it.
AI generation is only offered while you're creating a new subscription, before its first save. Once a subscription has been saved, there is no Generate option to return to — even while it's still Draft — so review and edit the recurring line items directly on the subscription page instead.
After generation, review the recurring invoice template, taxes, discounts, attachments, recipients, and billing settings before activating the subscription. Activation is still a separate step.
Where to find it: Invoices -> Subscriptions -> New Subscription, then use Generate in the invoice-template section before the first save
Related guides
Last updated
Was this helpful?