In our system, you can view all customer subscriptions (whether Paid, Sent, or Cancelled) in one place. Each subscription can be easily managed from a single screen. You can cancel the subscription, view its history, add notes, and check payment details, making it easy to stay organized and in control of your billing process.
Follow the step-by-step guide below to view customer subscriptions on the TAAX Pro platform.
Step 1: Navigate to the left side panel, hover over the “Invoices” section, then click on the “View Subscriptions” option.
Step 2: A new screen will appear, displaying the list of all subscriptions.
Step 3: Click on the eye icon next to any of the paid, cancelled, or sent invoices.
Note: Invoices with the status Paid or Sent are part of the active system subscription. In contrast, invoices with the status Cancelled are no longer included in the subscription.
Step 4: A new screen will appear displaying the selected invoice details.
Clone a Subscription Invoice
You can clone a subscription invoice to recreate an existing billing setup without re-entering all the details again. It's useful when similar subscriptions need to be issued to different customers or for recurring setups with identical terms. This saves time, reduces entry errors, and maintains billing consistency.
Step 1: Click the copy (clone) icon next to any of the subscribed invoices you wish to clone.
Step 2: The Clone Invoice screen will appear to review and confirm the invoice details. You can keep the same values or edit any of the following information as per your new invoice requirement.
|
Fields |
Description |
|---|---|
|
Invoice Reference |
Enter a unique identifier or label for the invoice to help with internal tracking or linking to a specific job/order. |
|
Business Location |
Select the business location that is issuing the invoice, which may affect tax or compliance settings. |
|
Address |
Provide the billing or service address associated with the client receiving the invoice. |
|
Issue Date |
Set the date on which the invoice is generated or sent to the client. |
|
Due Date |
Specify the payment deadline based on the agreed terms with the client. |
|
Invoice Type (One Time, Recurring) |
Choose whether the invoice is a one-time charge or part of a recurring billing schedule. |
|
Cancel After Cycles |
Define how many billing cycles the recurring invoice should run before it automatically stops. |
|
Create (add) New Product |
Add a new product or service line item by entering the Title (name), Unit Price, Quantity, Tax (%), Amount, and Total (Including Tax). |
|
Add Discount (Flat Amount, Percentage) |
Apply a discount to the invoice as either a flat amount or a percentage of the subtotal. |
Step 3: After reviewing and updating the invoice details, click the Create & Send Invoice button to proceed.
Note: When cloning an invoice, you cannot save the cloned invoice as a draft.
Step 4: Once the invoice is successfully cloned, a success message will flash at the top of the screen, and it will appear on the View All Invoices screen with the status set to "Sent."
