How To Set Up Autorenewal

Introduction

Abstract

We use the Subscription DocType to manage autorenewal contracts in ERPNext. A Subscription is composed of three separate Doctypes.

1. The Reservation Item
2. A Subscription Plan.
3. The Subscription.

Think of the Subscription Plan like Netflix' "Basic", "Standard", and "Premium" price plans, except we have a unique plan for every contract. The Subscription, on the other hand, tracks who purchased what plan, when the plan starts and ends, etc.

This documentation assumes that the Reservation Item has already been created.

Instructions

Tip

Keep track of your place by click on the gray checkmarks.

• Set up a Subscription Plan based on the Reservation Item
  1. Start a new Subscription Plan Document
  2. Fill out the form as described below, ignoring any sections or fields that are not listed.
  3. Click the blue "Save" button in the upper-right corner above the form.
• Subscribe the Customer to the plan
  1. Start a new Subscription Document
  2. Fill out the form as described below, ignoring any sections or fields that are not listed.
  3. Click the blue "Save" button in the upper-right corner above the form.

Subscription Plan Form

Top Section

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Item

Select the Reservation Item this plan will be used to subscribe to.

Second Section

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Subscription Price Based On

Select "Fixed Rate".

Cost

Enter the price per cycle for the item.

Third Section

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Billing Interval

Select "Week".

Billing Interval Count

Enter "4".

Subscription Form

Top Section

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Party Type

Select "Customer".

Party

Select the Customer who opted into autorenewal.

Subscription Type

Select "STARSTIX, LLC"

Company

Select "STARSTIX, LLC"

Subscription Period Section

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Info

This field corresponds to the billing date. It is calculated from the "Product Delivery Start Date", taking into account the "Time Period for Advanced Billing" and "Time Periods Billed In Advance".

Attention

Changing the value in this field will calculate the "Product Delivery Start Date", using the "Time Period for Advanced Billing" and "Time Periods Billed in Advance" fields.

Subscription Start Date

Allow this field to be calculated.

Generate New Invoices Past Due

Select this checkbox so that invoices are created until the subscription ends.

Product Start Calculations Section

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Info

This field is calculated from the "Subscription Start Date", taking into account the "Time Period for Advanced Billing" and "Time Periods Billed In Advance".

Attention

Changing the value in this field will calculate the "Subscription Start Date", using the "Time Period for Advanced Billing" and "Time Periods Billed In Advance".

Product Delivery Start Date

Select one day after the end of the contract as the start of the subscription. Verify the "Subscription Start Date" is correct.

Plans Section

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Plans

Plan

Select the Subscription Plan you created in the first part of this guide.

Quantity

Enter the value "1".