What the subscription page shows
A subscription page is the full picture of one recurring billing agreement, titled Subscription #S followed by its number with a status pill. You set who and what is billed - the customer and property, the recurring line items, and any discounts - and the billing terms.
The Duration section sets the start date and either an end date or No end (Forever); it shows how many total invoices will be generated and the last invoice date. The Bill Every section sets how often it bills: a number plus Week, Month, Quarter, or Year, and shows the first and next invoice send dates.
The Payment section chooses Automatically charge a payment method on file, Email invoice to the customer to pay manually, or Create task to print and mail invoice to customer (no email is sent; a Print and Mail task is created each period instead). The Invoices panel shows the Outstanding balance, Total Invoices generated, and the average total per month and per year, with a table of the invoices this subscription has created.
On desktop, the subscription form, settings, and generated-invoices panel on the left scroll independently from the invoice preview on the right. This keeps either side in place while you review a long subscription.
For an active or scheduled subscription the header shows Next invoice on a date. You can ask Essential about the subscription you're viewing - its status, who it bills, how much, how often, when the next invoice is, or what's on it.
While you're creating a new subscription — before its first save — the invoice-template section can generate line items with AI using invoice prompt templates that are available for subscriptions. Once the subscription has been saved, the Generate option is no longer shown, even if it's still Draft; edit the line items directly instead.
Where to find it: From Invoices in the main navigation, open Subscriptions beneath it, then open a subscription (or New Subscription, top right)
Related guides
Last updated
Was this helpful?