Packages, Subscriptions and CommerceBetafeature

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.

Beta · Last updated 18 July 2026

The business problem

Businesses with recurring customers — a monthly cleaning contract or a managed IT retainer — often re-create the same invoice by hand every billing period, which is repetitive and easy to forget.

How KookaCRM solves it

Packages and agreements let a business define a recurring arrangement with a customer, optionally including a one-off setup fee. On each billing cycle, KookaCRM generates a draft invoice for that arrangement automatically, ready for staff to review and send. This is genuinely useful for saving the manual work of recreating recurring invoices, but it is important to understand what it isn't: there is no automatic card charging, no proration for mid-cycle changes, and no dunning or automated payment-retry process. A draft invoice is generated — a person still sends it and, where online payment is set up, the customer pays it like any other invoice.

When to use this

You have customers on a recurring arrangement — weekly, monthly or another regular cycle
You want draft invoices prepared automatically instead of building them from scratch each period
You're comfortable reviewing and sending recurring invoices manually rather than relying on automatic card billing

Suitable business types

IT support and managed service providers billing a monthly retainer
Cleaning businesses with customers on a regular visit schedule

How it works

A package or agreement is set up for a customer, including price and billing frequency, then
An optional one-off setup fee can be added and invoiced at the start of the agreement, then
On each billing cycle, a draft invoice is generated for the arrangement, then
Staff review and send the draft invoice; the customer pays it like any standard invoice

What KookaCRM creates

Package / customer agreement
Draft invoice

How it connects with other features

Generated invoices are sent and paid through the same flow described in Invoices, Payments and Receipts
Online payment on those invoices depends on Stripe Connect being set up

Example use cases

An IT support provider sets up a monthly managed services retainer that generates a draft invoice each month for review
A cleaning business sets up a recurring visit package with a one-off setup fee for the first clean

Setup requirements

Packages and Subscriptions is currently a beta capability and needs to be enabled for your business by request — it is not switched on for every tenant at signup
Define the billing frequency, price, and any setup fee for each package or agreement
Connect Stripe Connect if you want customers to be able to pay the generated invoices online

Availability

This is a beta capability. It automates the creation of recurring draft invoices, but it does not automatically charge a saved card, handle proration for changes made mid-cycle, or chase failed payments — those steps remain manual.