Customizable Subscription templates
We have some services that are billed automatically. We would like to have the terms and features of those services be sent out automatically with the invoice. So we would like a separate (or maybe multiple separate) templates that can be used for recurring invoice templates. This needs additional information that doesn't typically appear on an invoice, and would probably be a bit much for a line item.
This would probably work out great for businesses that are selling VOIP plans, backup plans, etc.
Tyler P
shared this idea
Could you try putting those details in “Customer Custom Fields” – there should be a tag for that to go into your invoice template.
This might be a workaround that gets you pretty close..
-
Tim Nyberg
commented
It may be a work around but RSr has so much potential to have a nice setup for subscriptions/contract to be managed in a more organized way. Using the Contract center as a place to manage contracts and a subscription center to manage subscriptions would be great. In the Long run it would be great if we who use WM could have something setup so we could have clients sign up for our subscriptions online via our sites and have that integrated with RSr and related payment systems.
-
Tim Nyberg
commented
I agree, it would be nice if each "Subscription" had some different settings. So instead of having a huge list of mixed items you could have things grouped by subscription type or recurring invoice type then all the billings under that heading.
Each subscription could have it's own terms
Be able to send out a custom reminder before it renews
send out specific Marketr message to each of these subscription groups etc.So much could be done with this that would be so much more useful.
-
Tyler P
commented
Another thought on this one, Troy- maybe we can just set it up so that a copy of the Contract goes out with each recurring ticket? If we had some better formatting options for the contract I think that would be the best way to manage things.
-
Tyler P
commented
That sounds like it could work. Has RS done an instructional video on that routine so I can get a tutorial?