Mastering the Subscription Plan Feature in Empress

Guides & Tutorials
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Introduction

Welcome to our user-friendly guide on using the Subscription Plan feature in Empress. This feature plays a pivotal role in managing and automating your recurring revenue streams.

What is a Subscription Plan?

A Subscription Plan is a tool in the Empress system that helps you keep track of items under subscription, their pricing, and the frequency of billing. This feature helps streamline your billing process, making it an essential component for businesses managing subscriptions and recurring payments.

Accessing the Subscription Plan

To locate the Subscription Plan list in your Empress interface, use the following path:

Home > Accounting > Subscription Management > Subscription Plan

How to Create a Subscription Plan

Before you can manage subscriptions, you first need to establish a Subscription Plan. Here’s a step-by-step guide on how to create one:

  1. Navigate to the Subscription Plan list and click on New.
  2. Select the item that will be part of the subscription.
  3. Choose a method for Price Determination: either Fixed (a set price) or via a Price List (price varies based on a list).
  4. Set a Billing Interval. This could be Daily, Weekly, Monthly, or Yearly.
  5. Determine a Billing Interval Count. For example, if you select “Year” as your interval and “5” as your count, the billing will occur once every 5 years.
  6. Click Save to finalize your Subscription Plan.

You can also add additional payment details in the Subscription Plan and even link a Payment Gateway for streamlined transactions.

Key Insights

It’s important to note that a Subscription Plan is linked to a specific Item, for which a Sales Invoice will be generated. This process simplifies the subscription billing, making it easier to manage your recurring revenue streams in the Empress system.

Conclusion

The Subscription Plan feature is a valuable tool for businesses using the Empress system. It simplifies the management of subscriptions and recurring payments, enabling businesses to automate and streamline their billing processes. For further assistance or information, refer to our additional resources or reach out to our support team.