Automatic Subscriptions

Create Subscriptions (eg: 6 Months Website Hosting) and assign them to Customers. UCM will automatically generate an email a PDF invoice to the Customer, and follup up with overdue notices when needed.

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CRM Feature » Automatic Subscriptions

Create Subscriptions (eg: 6 Months Website Hosting) and assign them to Customers.

UCM will automatically generate an email a PDF invoice to the Customer, and follup up with overdue notices when needed.

These are the options to look for in Settings > Subscriptions:

Selecting “Automatic Renew” will automatically renew the subscription when it is assigned to a Customer.

Selecting “Automatic Email” will also automatically send the invoice to the Customer.

(if these options are unselected then you will have to renew subscriptions manually by clicking a button each time).

More details are in the Documentation: Automatic Subscriptions with UCM