Recurring contracts & subscriptions
A monthly maintenance deal, an annual subscription, a repeating service contract: you write the contract once with its lines and frequency, and it raises its invoice on time without anyone remembering it. With a full life cycle — activate, suspend, resume, renew, escalate — all recorded in the contract log.
The recurring contract
Path: Recurring contracts → Contracts — /subs/contracts
What it does: Your agreement with the customer, written once: its lines and their value, how often it is billed, when it starts and when it ends. It alone determines the «next billing» date that drives the generation screen.
| Field | Description |
|---|---|
| Contract number and customer | The document and its party. |
| Frequency | Monthly, quarterly, semi-annual or annual. |
| Start and end | Its term — the periods are computed on it. |
| Alignment day | The day periods align to; empty means counted from the start date. |
| Contract lines | Service item, quantity, price, discount and VAT — these give the period value. |
| Auto-renew | Extends the contract at its end instead of letting it lapse silently. |
| Annual escalation % | An increase applied on renewal. |
| Notice days before end | The alert window in «contracts nearing their end». |
| Status | Draft · active · suspended · expired · cancelled. |
Cycle billing run
Path: Recurring contracts → Cycle billing — /subs/billing
What it does: The start-of-month screen: it lists the contracts due to be billed up to a date you choose; you tick what you want and each gets a standard sales invoice for its period value.
| Field | Description |
|---|---|
| Up to date | The due-date cut-off shown. |
| Contracts due | Active contracts whose next billing has arrived. |
| Period value and proration | The cycle value, prorated where the period is partial. |
| Selected total | What you are about to generate, before you press. |
| Contracts nearing their end | The renewal window, per the notice days. |
Module settings
Path: Settings → Recurring contracts tab — /maintaniance/Settings?tab=subs
What it does: The generation policy, the notice days and the warehouse for generated invoices — set once for the whole company.
| Field | Description |
|---|---|
| Post generated invoices immediately | Without it they are generated as drafts to review and post in bulk. |
| Default notice days | Used for a contract that has none of its own. |
| Warehouse for generated invoices | Empty = the main warehouse. Service items touch no stock, but the invoice still needs one. |