Creating a new subscription

Use this wizard to configure recurring billing for one customer. You define the cadence, schedule, invoice settings, and lines Billnado uses on future draft sales invoices. You need access to the active administration, an active Billnado licence, a customer, a trade name, and a sales journal.

Cadence

First select the base billing cadence.

Option	Meaning
Daily	Invoicing after a configurable number of days.
Weekly	Invoicing after a configurable number of weeks.
Monthly	Invoicing after a configurable number of months.
Yearly	Invoicing after a configurable number of years.

Set the precise interval and invoice dates under Schedule and settings.

Customer and general

Field	Meaning and rules
Name	The internal name used to identify the subscription in lists and on its details page.
Client	The active customer for whom Billnado creates sales invoices. Prospects are not available.
Trade name	The company whose details and branding are used on the invoices. The default trade name is selected initially.
Administrator	The user copied to invoices as your organisation's contact person. The active user is selected initially.
Customer Reference	The reference copied to every created invoice as the customer's reference.

Under Additional information, select the Journal in which Billnado creates the sales invoices. When you start from a sales journal, that journal is preselected. Otherwise, Billnado proposes the default sales journal. Internal note is intended for internal follow-up and is copied as an internal note to created invoices.

Schedule and settings

Field	Meaning and rules
Start date	The date from which the subscription schedule runs. For a new subscription, this is today.
Repeat every	The number of days, weeks, months, or years between scheduled invoices. The value is at least 1.
Frequency	The interval unit: days, weeks, months, or years.
Next invoice date	The next date on which the active subscription is processed automatically. Billnado initially calculates one interval after the start date; you can adjust the date.
End date	The optional final limit of the schedule. The next invoice date cannot be after this date.

The next invoice date cannot be before the start date. When automatic invoicing reaches the end date, the subscription expires and the schedule stops.

Under Invoice settings, define the defaults for future invoices.

Field or setting	Meaning and rules
VAT rate	The default rate for invoice lines. Billnado first uses the administration default; the selected customer's default can replace it. Changing the rate updates the existing lines.
General Ledger Account	The default account for invoice lines. Changing the account updates the existing lines.
Guest access for invoice	Determines whether the guest view is available for created invoices. This setting is initially enabled.
Invoice comment	Formatted text copied as a comment to every created invoice.

Invoice lines

At least one valid invoice line is required.

Field or setting	Meaning and rules
Article	A product, service, combined article, or free article description for the recurring invoice.
Quantity	The quantity placed on every invoice. The value must be greater than 0.
Unit price	The selling price per unit. The value cannot be negative.
Tax percentage	The VAT rate for this line.
Selling Price	The calculated total excluding VAT after discount.
Selling price incl. tax	The calculated total including VAT.

Under Additional settings, manage the base selling price, discount, calculated VAT, unit, line-specific general ledger account, and line comment. Hide on PDF omits the complete line from the PDF. Hide price on PDF shows the line without its price.

Use Add invoice line to add a line. Use Move up and Move down to determine the order on future invoices. You can remove a line as long as at least one remains.

Creating the subscription

Choose Create subscription when all steps are correct. Billnado creates an active subscription, assigns a number, and opens the new subscription record. Creating it does not yet create a sales invoice; automatic processing starts on the Next invoice date.

Frequently asked questions

Which date becomes the first invoice date?

Billnado initially calculates one selected interval after the start date. Review Next invoice date when the first invoice should be created on another date.

Can I create a subscription without an end date?

Yes. Without an end date, an active subscription continues until you change its status or delete it.

Related documentation

• View and manage subscriptions
• Viewing and editing subscription details