How to create Subscriptions for your customers.

Modified on Wed, 13 Mar 2024 at 07:10 PM

How to create Subscriptions for your customers?


1. Go to menu and click Product / Services


2. Click on Add New and choose Subscription Package

3. Upon arriving, you'll encounter this form.



4. Once you filled up the form, you click on Save


5. And you have successfully created a Subscription Product.



How to send Subscriptions to your customers?


1. Click Sales, and go to Sales Invoices



2. Click on Add New


3. Upon arriving, you'll encounter this form. 


4. In the item code, be sure to choose the subscription product that you created earlier.


5. Once you've filled up the form, you click Save.


6. You've successfully send your subscription model to your customers.



How to monitor and redeem Subscriptions that you have sent to your customers?



1. Click Sales, and go to Subscriptions


2. From here, you can see your active subscriptions that you have sent to your customers. 


3. To redeem, first click on the Reference No. 


4. Click Redeem


5. Fill up the form then hit save.



How to share Subscription to your customers?


1.In your Subscription page, click the 3 dots button of your chosen Subscription and choose share

2. Choose how you'd like to share the subscription to your customer.




How to check your Subscription Report?



1. Go to Report Hub, by clicking Report and go View More


2. In Report Hub, look at the Sale section, and you'll find Subscription Report.


3. And you'll be arrive at your Subscription Report from there.

 




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