Subscriptions

Discount a subscription in Cornerspot — add a per-line discount inside a line item, add a subscription-level discount with the + Add discount picker, and see both reflected in the totals.

Apply tax to a subscription in Cornerspot — add per-line tax rates inside a line item's Taxes & discounts panel, add subscription-level taxes with the + Add tax rate picker, and see them reflected in the period total. Taxes are set at creation time.

Use the two automation toggles on a subscription — Auto-finalize generated invoices and Auto-renew at term end. Set them when you create a subscription, or change them later from the edit page.

Turn a won deal into recurring billing without re-keying anything — open the deal, click Mark Won + Convert, walk through the wizard, and Cornerspot creates a subscription per billing frequency plus the first invoice.

Create a recurring subscription in Cornerspot — open Subscriptions, click New Subscription, pick the customer, set the billing frequency and term, add line items, and click Create Subscription.

Build out what a subscription charges for in Cornerspot: add product lines from your catalog (or create one inline), add custom one-off lines, set quantities and unit prices, and watch the subtotal and total update.

Control how often and how long a subscription bills in Cornerspot — set the billing frequency (Monthly, Quarterly, Semi-Annual, or Annual), the term in months (blank for open-ended), the start date, and the auto-renew at term end toggle.

How auto-pay collects a subscription's invoices in Cornerspot — what Auto-charge versus Manual invoicing means, the auto-pay statuses (on, action required, failed, payment-method-invalid), and how customers enable it in the member portal.

Learn how Cornerspot responds when an auto-pay charge fails — retrying tomorrow, prompting a payment-method update, requesting 3-D Secure authorization, notifying your billing managers, and moving a subscription to Past due.

How a subscription turns into invoices over time in Cornerspot — the first invoice on the start date, recurring invoices on each Next Invoice date, the Auto-finalize setting, and where every generated invoice appears.

Wind a subscription down gracefully in Cornerspot — open its detail page, click Cancel at period end, and confirm with Schedule cancellation so the customer keeps service through the current period before it cancels automatically.

Cancel a subscription right away in Cornerspot — open its detail page, click Cancel immediately in the Advanced section, type “cancel” to confirm, and apply it. The subscription moves to the terminal Cancelled status.

Delete a subscription created in error in Cornerspot — use the trash icon on its row (or the Advanced section of its detail page), confirm, and it’s gone from your list. Deletes are soft, so a removed subscription stays recoverable from Trash. Cancel instead when a real subscription has ended.

Pause a subscription to stop billing temporarily, then resume it later — open the subscription, click Pause and confirm, and later click Resume and confirm to restart invoicing on the current schedule.

Subscription line items, taxes, and discounts are locked after creation — to upgrade, downgrade, or restructure a plan, cancel the subscription (at period end to avoid a gap) and create a replacement with the new products and pricing.

Build the product catalog that powers subscription line items — open Products, click New Product, set the name and price, choose a recurring pricing model with a default billing frequency and term, and create it.

Maintain the tax-rate and discount catalogs your subscriptions draw from — create a named tax rate with a percentage and a discount that is either a percentage or a fixed amount, in Settings → Taxes & Discounts.

A guided tour of the subscription detail page in Cornerspot — the header, the Recurring revenue card, upcoming invoice, plan items, invoices, activity, and the sidebar of customer, metadata, and linked records.

Edit an existing subscription in Cornerspot — open it, click Edit plan, then update the description, term, and auto-renew / auto-finalize toggles. Line items, taxes, and discounts are locked after creation.

Keep an eye on your recurring book of business in Cornerspot — the Subscriptions list "Tracking" header, the status and frequency filters, and each subscription's recurring revenue, accrued so far, and lifetime billed figures.

Learn the vocabulary behind Cornerspot subscriptions — the status lifecycle (Trialing, Active, Paused, Past due, Cancelled, Expired), billing-cycle terms like frequency, term, current period, next invoice, and auto-renew, and the difference between the recurring amount and the invoices it generates.