Creating Time-Based Subscriptions

    Content of this article

    1. Preliminary Remarks
    2. Create a Time-Based Subscription

    1. Preliminary Remarks

    A time-based subscription can consist of the following components:
    • one or several products
    • one or several steps
    • bundle(s) with several products
      The products within this subscription cannot be canceled separately. Only the entire subscription can be canceled. Therefore, all conditions in the product contract for each product and step must be identical (cancellation period, accounting period, subscription interval).

    For creating subscriptions, product contracts are required. They can be created either before or during the offer creation.

    Note: For the creation of a product contract during the offer creation a price sheet is required, which must be created beforehand.
    A time-based subscription can also be created as Multi-User Offer.

    2. Create a Time-Based Subscription

    The form for creating a time-based subscription is separated into 3 tabs.
    1. Base data
    2. Products
    3. Summary

    Base Data Tab

    • Enter Internal Title* for the offer.
    • Optionally, sort into a folder structure.
    • Select the number of steps the offer shall have.
      If you want to create an offer with a free trial period and a paid period, for example, you can define two steps.
    • Offer* is the official offer title.
          This title is displayed to the customer.
    • Enter Legal Advice* and optionally, add Additional title description, Description and Summary.
        These texts are displayed to the customer in the checkout, on the invoice and on the order confirmation.
    • Optionally, select a misuse rule.
    • Optionally, determine the External Management.

    Product Tab

    A product tree is displayed on the left-hand side, which can be used to add products and bundles.
    All products and bundles that have already been added are displayed in the product tree. They can also be deleted by clicking on the trash can.
    The editing mode of the respective product or bundle opens on the right-hand side. Products and bundles that are not currently being edited are minimized. By clicking on the arrow or the respective product or bundle in the product tree, the corresponding editing mode can be opened again.


    Provide the following information for each product:
    • Enter Internal Title.
    • Optionally, select a Delivery List.
    • Add Access Right*.
    • Information about Accounting and Taxes
      • Optionally, add Ledger.
      • Optionally, add Cost center.
      • Add Tax Type*.
    Provide the following information for each step:
    • Enter a Product title for this step.
        This title is displayed on the invoice.
    •  Optionally, add Legal Advice and Description.
    • Select a Time Based Contract Structure*.

    Bundles Tab

    Provide the following information for each bundle:
    • Enter Internal Title*.
    • Enter Official Bundle Title*.
        This title is displayed on the invoice.
    • Optionally, add a Description and Legal Advice.
    • Provide the details described above for each bundle product and step.

    Summary Tab

    All offer details, each product, bundle(s) and step(s), are broken down in the list to be able to double-check the parameters and to edit them, if necessary.
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