Reneva
In Line items and amounts, define what the client pays at each renewal. The subscription total comes from its line items.
Line items
For every line item, enter the description, quantity and price. You can add, edit, reorder or remove line items while the subscription allows it.
If the current period has a pending quote or proforma, changes to the card update that document on their own (a note above the items tells you which one). An issued invoice does not change: edits apply to later documents and the card stays locked until you press Unlock to edit, which reminds you that correcting that invoice requires a credit note. While the card is locked Fill from price list and Add to price list are not shown; after unlocking, the red notice goes away and the two actions come back.
Fill from price list
Use Fill from price list, at the top of the item (on mobile in the ⋯ menu), to find an item you have already defined. Check the price and quantity before saving.
Add to price list
If you use an item often, add it with Add to price list, next to Fill from price list. The price list does not change items already on subscriptions.
Discount on the total
Use the header discount when it must apply to the whole subscription. Check the updated total before saving.
Document notes
Document notes add instructions that must accompany a document issued from the subscription. Write them clearly and usefully for the client.
Totals and margin
The summary shows Line items total, any discount, social-security surcharge and Taxable amount in that order; then VAT and stamp duty, Total and, when applicable, withholding tax and Net payable. If you can view costs, you also find cost and margin. These values depend on the entered line items and quantities.