Juvaro Help Centre

Subscriptions and ending one

The recurring lines of an accepted quote, and how to give one a last day.

Who can do thisCRM UserCRM Administrator

A subscription is what a customer pays for every period. It is created when a quote is accepted, for every line that is not one-off, usage included. Subscriptions show in the Subscriptions panel on the company page.

PictureA subscription and the question that ends it. It keeps running, and counting, until the last day has passed.

What the panel shows

  • The status: Active, or Last day {date} once an end is set.
  • "Recurring per month: {amount}".
  • "From order #{order}, started {date}".
  • The agreement carried over from the quote: binding and notice periods in months, and whether it renews by 12 months at a time or ends with the binding period.

With no subscriptions the panel says: "No subscriptions. One appears when the customer accepts a quote with a line that is not one-off."

End a subscription

  1. Click End subscription.
  2. Choose the Last day. It cannot be before the subscription started.
  3. Click End it on this day, or Cancel.

The subscription keeps running, and counting, until that day has passed. A subscription that already has a last day cannot be given another.