Packages, Subscriptions and Commerce

Packages and Subscriptions

Set up packages and agreements that generate recurring draft invoices automatically — a beta capability for recurring revenue that stops short of automatic card charging.

Product Catalogue and Online Store

A lightweight online store — catalogue, cart, checkout, orders and fulfilment — for businesses that sell products alongside their services, currently in beta.

Subscription with optional setup fee workflow

How a package selection becomes a customer agreement, an optional setup invoice, and a recurring billing schedule that raises invoices automatically — without automatic card charging.

Online store checkout to fulfilment workflow

How a storefront purchase becomes a paid commerce order for fulfilment — kept as an order rather than a job unless separate service work is added.