Overview
The Subscription module under Renewals helps you track recurring software licenses, SaaS services, and other subscriptions. The counters at the top show how many subscriptions you have, which are due or expired, and how much they cost in total.
Summary Counters
The badge next to the Subscription heading shows how many subscriptions you have. The counters beside it break that down:
| Counter | Description |
|---|---|
| Total | All subscription records |
| Active | Subscriptions that are currently running |
| Due This Week | Subscriptions that end this week |
| Expired | Subscriptions whose end date has passed |
| Total Amount | Sum of all subscription amounts (₹) |
The counter you are viewing is underlined — Total by default.
Subscription List
The table lists all subscription records with:
- Product Name — The product or service you subscribe to
- Type — The renewal type (Subscription)
- Start Date / End Date — Subscription period
- Status — Whether the subscription is Active
- Amount — The subscription amount (₹)
- Attachment — Uploaded documents, or – if none
- ⋮ (three dots) — Actions for that record
Tip: Use the Search here box to quickly find a subscription, or the filter icon next to it to narrow the list.
Adding a Subscription
- Navigate to Renewals > Subscription in the sidebar
- Click the + button at the top right
- Fill in the subscription form
Form Fields
Basic Details
| Field | Required | Description |
|---|---|---|
| Renewal Type | Auto | Pre-set to "Subscription" |
| Product Name | Yes | The product or service you subscribe to (e.g., "HP Laptop" or "Microsoft 365") |
| Title | No | A short name for this subscription record |
| Priority | No | How important the subscription is. Medium is selected by default; click the × to clear it |
| Due Date | Yes | Next payment or renewal date |
| Amount | Yes | Subscription cost (₹) |
| Description | No | Additional notes |
Vendor
| Field | Required | Description |
|---|---|---|
| Vendor Name / Email / Contact / Address | No | Details of the vendor providing the subscription |
| Start Date / End Date | Yes | Subscription period. Both are filled in for you; change them to match the subscription |
| Cancellation Notice Days | No | How many days' notice the vendor needs to cancel |
Billing
| Field | Required | Description |
|---|---|---|
| Billing Cycle | Yes | How often you are billed. Monthly is selected by default |
| Payment Method | No | How you pay for the subscription |
| License or Units | No | The number of licenses or units you pay for |
Setting Up Reminders
Before submitting, configure subscription reminders:
- Send Reminder Before — Select how long before the end date to send the reminder
- Repeat — Toggle to repeat the reminder at regular intervals
- Send Reminders Through — Tick one or more channels: Email, SMS, WhatsApp
Attaching Documents
Upload the invoice or contract by clicking Choose Files or dragging the file into the attachment area.
Submitting the Form
Click Submit to save the subscription, or Cancel to leave without saving.
Tip: Fill in Cancellation Notice Days and set a reminder before it, so you have time to cancel a subscription you no longer need.