Creating 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.