An unpaid invoice gets collected
You end witha payment recorded
3 screens · about 5 min
For accounts, finance
Accounts and payments · ERPNext live demo
A contract that bills itself: a live ERPNext demo
From Subscription to Payment Entry, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Subscription
- Company
- Mith Demo Traders
- Step
- 1 of 3
A plan that raises its own invoice on schedule, such as a yearly maintenance contract.
You end with a payment recorded3 screens · about 5 minFor Accounts, financeFits Automotive, Real estate, Education
What this flow is
Contracts such as a yearly maintenance plan have to be billed on the day they're due, reminded before they lapse, and paid.
Here a subscription on the plan raises the invoice on its own, so no bill is forgotten. The payment is then recorded against the invoice by bank transfer.
Before and after
| Without it | With it |
|---|---|
| Renewal dates kept in a calendar | The subscription raises the invoice |
| Bills missed or sent late | Each invoice made on its date |
| Customers chased one by one | Reminders before the plan lapses |
| Recurring income unclear | Subscriptions and their next dates listed |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Subscription
A plan that raises its own invoice on schedule, such as a yearly maintenance contract.
Sales Invoice
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
Payment Entry
Money received or paid out, set against the invoice it settles, so the balance shows what's still owed.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
A Kettle care AMC subscription, billed yearly, has just raised its invoice; you record the payment by bank transfer. The reminders and the CRM reply are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Service sales
Contracts renew without anyone writing a bill.
Accounts
Gets invoices on schedule.
Owner
Sees recurring income ahead.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Plans billed monthly, quarterly or yearly
- Trial periods and plan changes
- Renewal reminders by email or WhatsApp
- Service visits under each contract
- Price changes at renewal
See the whole journey
Flows that go with it
Questions about this flow
Yes. The subscription raises each invoice on its billing date, and can submit it too if you choose.
Yes. Set the billing interval to months, quarters or years.
Cancel the subscription; no more invoices are made after that.
Yes. Maintenance schedules and visits can be kept for the customer's contract.