From 6434dcb143b25104665d55c6028213316feb231f Mon Sep 17 00:00:00 2001 From: therealthagomizer Date: Fri, 3 Oct 2025 20:07:05 +0000 Subject: [PATCH] [IMP] Subscriptions: Align to Period start improvement X-original-commit: 5d6b746f9a049ef2abb4482ea21820b88c77690c --- content/applications/sales/subscriptions.rst | 14 ++++++++++++-- 1 file changed, 12 insertions(+), 2 deletions(-) diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst index ca0b6c8e9f..109ef5929f 100644 --- a/content/applications/sales/subscriptions.rst +++ b/content/applications/sales/subscriptions.rst @@ -91,8 +91,18 @@ configuration fields: Closing` value is set to `15` :guilabel:`Days`, then the subscription will close on the 16th of that month if payment is not received. -- :guilabel:`Align to Period Start`: optionally force new and recurring subscription renewal dates - under this plan to the first day of what is defined in the :guilabel:`Billing Period`. +- :guilabel:`Align to Period Start`: sets new and recurring subscription plans to bill on the first + day of the next :guilabel:`Billing Period`. When a subscription plan is purchased in the middle + of a billing period, the invoice shows a reduced cost. + + .. example:: + On the 15th of July, a customer purchases a monthly subscription for a streaming service. + Selecting :guilabel:`Align to Period Start` for this recurring plan ensures that all + subscriptions are billed on the 1st of each month. Their subscription begins as soon as + payment is confirmed. The quotation shows the full cost of the subscription for July 1 - 31, + but the invoice shows an adjusted cost for July 15 - 31. On the 1st of August, the customer is + charged the full price for the month's subscription. + - :guilabel:`Company`: optional assignment, if the database has :doc:`Multi-company <../general/companies/multi_company>` functionality enabled. Assigning this value will make the recurring plan available for that company's location, specifically.