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21 changes: 11 additions & 10 deletions content/applications/sales/subscriptions.rst
Original file line number Diff line number Diff line change
Expand Up @@ -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.

Expand All @@ -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
Expand Down