diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst index 109ef5929f..07aa991bbb 100644 --- a/content/applications/sales/subscriptions.rst +++ b/content/applications/sales/subscriptions.rst @@ -80,9 +80,9 @@ After giving the recurring plan a suitable :guilabel:`Name` (e.g. `Monthly`, `Bi `Quarterly`, etc.), proceed to the form's :guilabel:`DETAILS` section to fill out the following configuration fields: -- :guilabel:`Billing Period`: determines the recurrence period of the recurring plan. Set the - numerical value in the text field and contextualize the quantity with a unit of time in the - corresponding drop-down menu, in :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`. +- :guilabel:`Billing Period`: determines the frequency with which the subscription is billed. Set + the unit of time (:guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`) in the drop-down + menu and the numerical value in the corresponding text field. - :guilabel:`Automatic Closing`: a numerical value, in days, where the subscription is set to close automatically if payment is not made. @@ -92,16 +92,17 @@ configuration fields: that month if payment is not received. - :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. + 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. Setting a custom period start dates (such as + the 5th of each month) requires custom development and is not available by default. .. 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. + Selecting :guilabel:`Align to Period Start` for this recurring plan configures this + subscription to bill on the 1st of each month. The 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