Vardhan Tax
Access Billing

Subscriptions

Subscriptions overview

What recurring billing does and how the pieces fit together.

Recurring billing

Subscriptions bill a plan to a customer on a schedule (monthly or yearly). Use them for retainers, memberships, SaaS-style charges, or any repeating invoice.

The building blocks

Piece Purpose
Product A grouping (for example "Support")
Plan A priced, recurring line under a product (monthly/yearly, with a price and optional tax rate)
Add-on An optional extra priced item under a product
Coupon A percentage discount code
Subscription A customer signed up to a plan, with quantity, add-ons, next billing date, and status

Statuses

Subscriptions can be active, trialing, past due, paused, or cancelled. The list and reports group by status.

Get started

  1. Build a product, plan, and any add-ons/coupons in the subscription catalog.
  2. Create a subscription for a customer.
  3. Manage it (pause/resume/cancel, bill now) as needed — see Managing subscriptions.