Manage Every Customer Subscription from One Platform
Create, activate, renew, suspend, extend, and terminate customer subscriptions while keeping services, plans, billing, invoices, payments, discounts, taxes, and outstanding dues connected.
Total Subs
1,248
Active
1,102
Renewing Soon
45
Total Outstanding
$4,250
| Customer | Service & Plan | Status | End Date | Due Amount |
|---|---|---|---|---|
Apex Solutions Apex IT Ltd |
CRM Pro App User • 1 Year |
Active | Oct 14, 2026 Auto-renew |
$0.00 |
Riverbend Tech Riverbend LLC |
Biznify ERP Enterprise • 6 Months |
Suspended | Sep 15, 2026 | $1,200.00 |
GrowthPeak GrowthPeak Inc |
Live TV Basic End Customer • 1 Month |
Trial (5 days) | Sep 27, 2026 | $0.00 |
Starline ISP Starline Networks |
ISP Corporate End Customer • 1 Year |
Terminated | Aug 30, 2026 | $0.00 |
Auto-Renewed
Apex Solutions • Invoice Generated
Outstanding Due
Riverbend Tech • $1,200.00
Connects five major business areas
Customer
Identifies the subscriber and business
Service & Plan
Defines what the customer receives
Lifecycle
Activation, renewal, suspension, termination
Billing
Calculates fees, discounts, and VAT
Invoices & Payments
Tracks billed amounts and collections
Complete subscription control
Manage the entire lifecycle, from first trial to auto-renewing contracts.
Centralized Directory & Guided Setup
Get a complete view of every customer subscription from one searchable workspace. Creating a new subscription is a streamlined, single-screen workflow: select a customer, choose a service, apply a plan, set billing details, and click Save & Activate.
Advanced Filtering
Quickly find records using advanced filters: customer, service, status, start date, and end date ranges. Instantly isolate dues-only accounts, zero-value bills, trial subscriptions, or terminated services.
Flexible Lifecycle Controls
Manage a subscription through its entire lifespan. Turn on auto-renewal for hands-off recurring invoicing, or handle manual renewals. Offer time-limited trials that automatically convert to paid plans. Temporarily suspend, officially terminate, or extend end dates without creating disconnected records.
Auto-Renewable Subscriptions
Toggle auto-renewal per subscription. When enabled, the system generates a new invoice automatically at the end of the billing period.
Trial Management
Offer controlled trials up to 45 days. Easily configure trials to automatically convert into active, billable subscriptions after the trial period ends.
Status & Actions
Change status directly (Active, Suspended, Terminated). Use row actions to Renew, Extend End Date, Add Add-ons, or Add internal remarks.
Subscription Status
Riverbend Tech • Biznify ERP
Trial Configuration
Enable trial period before billing
Smart Billing & Invoice Rules
Improve billing accuracy by calculating taxes, discounts, and final totals directly within the subscription workflow. Configure early invoice generation so customers always have sufficient time to pay before their subscription expires.
Early Invoice Generation
Set the system to generate renewal invoices a specific number of days *before* the subscription expires (e.g., 5 days prior). This works seamlessly with auto-renewal to ensure uninterrupted cash flow and service.
Invoice Generation
5 days before expiry
Due Date
5 days after generation
Invoice & Payment Tracking
Each subscription maintains its own dedicated financial history. Quickly view all linked invoices, recorded payments, billed amounts, and outstanding dues directly from the subscription detail page. Never lose track of unpaid balances.
Invoice History
- View all linked invoices
- Check invoice dates & dues
- See invoice-level status
Payment History
- Record and track collections
- Identify unrecorded payments
- Monitor total received amounts
Outstanding Due Tracking
The system calculates outstanding balances automatically by comparing Total Billed vs Total Received. Overdue invoices are flagged immediately to improve collection follow-up.
Total Billed
$3,600.00
Total Received
$2,400.00
Outstanding
$1,200.00
INV-2026-0988
Date: Sep 01, 2026 • Due: Sep 06, 2026
$1,200.00
OverdueINV-2026-0542
Date: Mar 01, 2026 • Due: Mar 06, 2026
$1,200.00
PaidINV-2025-1120
Date: Sep 01, 2025 • Due: Sep 06, 2025
$1,200.00
PaidComplete subscription lifecycle
A connected process from initial setup to recurring revenue.
Create & Configure
Select customer, assign service plan, apply discounts and set start dates.
Activate Subscription
Activate the service or start a time-limited trial period.
Generate Invoices
System generates initial and recurring invoices based on auto-renewal rules.
Track Payments
Record collections, monitor outstanding dues, and flag overdue accounts.
Manage Lifecycles
Continue service via auto-renewals, suspend for non-payment, or terminate.
Powerful business benefits
Turn recurring services into predictable revenue with automated management.
Centralized Management
Manage customers, services, plans, billing, dates, and statuses from one platform.
Automated Renewals
Generate recurring invoices automatically based on subscription periods.
Flexible Trial Management
Offer time-limited trials with optional automatic subscription continuation.
Smart Billing Calculation
Calculate fees, discounts, recurring discounts, VAT, and final totals accurately.
Invoice & Payment Tracking
Monitor invoices, collections, outstanding dues, and overdue balances.
Complete Lifecycle Control
Activate, renew, suspend, extend, or terminate subscriptions.
Add-on Management
Expand active subscriptions with additional products or features easily.
Advanced Filtering
Find dues, trials, terminated subscriptions, and date-based records quickly.
Frequently Asked Questions
How does automatic subscription renewal work?
When a subscription is set to auto-renew, the system automatically generates a new invoice at the end of the current billing period. You can also configure the system to generate these invoices early (e.g., 5 days before expiry) to give customers time to pay before their current cycle ends.
Can I offer trial periods that convert into paid subscriptions?
Yes. The platform supports time-limited trials up to 45 days. You can configure the subscription to automatically convert to an active, billable state once the trial period expires, removing the need to manually track and upgrade trial users.
How are discounts and VAT handled?
The billing engine calculates the final amount transparently. You can apply standard or percentage-based discounts to the base license fee, designate if those discounts recur on future invoices, and apply a VAT percentage to generate the final Grand Total.
Can I temporarily pause a customer's subscription?
Yes, subscriptions can be placed in a Suspended status. This is useful for temporary service pauses, payment-related holds, or customer requests. When ready, the subscription can be reactivated.
How do I track unpaid invoices and outstanding balances?
Every subscription tracks its own invoice and payment history. The system automatically calculates total billed versus total received amounts to display the Outstanding Due. Overdue invoices are visually flagged in both the subscription detail view and main directory filters.
Turn recurring services into predictable revenue.
Manage customer subscriptions, service plans, renewals, invoices, and outstanding dues from one centralized platform. Automate recurring billing and maintain complete control.