Subscription templates

A subscription template is a reusable service plan: the services, the pricing, the billing terms and the agreement wording, saved once. Build the template and putting a customer on the plan is a few clicks instead of a rebuild.

Templates live in Settings > Subscriptions.

1. New Template

Opens the three-step builder at /settings/subscriptions/new.

2. Subscription defaults

Separate from templates. This is the billing behaviour that applies across your plans, so set it before building templates rather than after.

The builder

Three numbered steps down the left with a live Preview on the right showing exactly what the customer will receive.

3. Agreement

"Write the agreement terms and billing copy." This is the customer-facing contract: what they're signing up for, what it costs, how often you bill, and how they cancel.

Write the cancellation terms plainly. Vague terms are the thing that turns a billing dispute into a chargeback.

4. Service Details

"Add line items with search. Saved with the template and used for pricing." The services on the plan, pulled from your price book, with their prices.

5. Template Configuration

"Choose which elements appear in the customer-facing agreement." Controls what the customer sees on the document, in the same spirit as the estimate and invoice layout settings.

6. Preview

Updates as you work, with sections for CUSTOMER, SERVICE DETAILS and TERMS AND CONDITIONS.

Read it as a customer before saving. This document is doing the selling when you're not in the room.

7. Create template

Tips and gotchas

• Set subscription defaults before building templates. Otherwise you'll redo the billing terms.
• One template per real plan. Quarterly and monthly versions of the same service are two templates, not one with a note.
• Plain cancellation terms. Ambiguity costs you chargebacks, not arguments.
• Read the preview as a customer. It's the actual sales document.

Next up: Contracts and agreements