When you close a deal as won, you don't have to re-key its products into a subscription by hand. Cornerspot can convert a closed-won deal straight into recurring billing — grouping the deal's recurring line items by billing frequency, creating one subscription per group (with its line items, taxes, and discounts carried over), and generating the first invoice for each. This guide shows you how.
How to convert a closed-won deal into subscriptions
The conversion is driven by the Mark Won + Convert action on the deal's detail page. It opens a short wizard that walks you through confirming, optionally provisioning portal access, and setting up the first invoice.
1. Open the closed-won deal
Go to the deal you've closed as won. The Mark Won + Convert quick action appears whenever a deal is in a closed-won stage and has line items. (If you've already converted it once, the button reads Continue Conversion and only adds any new line items.)
2. Confirm what will be created
Click Mark Won + Convert to open the wizard. The first step summarizes the deal, the account, the stage, and how many line items will become recurring versus one-time charges, along with the first invoice total. Tick the acknowledgement box and click Continue.
3. Optionally provision portal access
On the Portal Users step you can give the account's contacts access to the member portal — invite all of them, pick specific contacts, or skip it for now. Make your choice and click Continue.
4. Set up billing
The Billing step previews the subscriptions and invoices that will be created. Choose whether to finalize the first invoice immediately (assigns an invoice number and opens it for payment) or leave it as a draft to review, and set payment terms and an internal note if you'd like. Then click Continue.
5. Review and run the conversion
The Review step shows the final summary. When everything looks right, click Run conversion. Cornerspot creates one subscription per billing frequency, a first invoice for each subscription, and a separate one-time invoice for any non-recurring charges.
6. The subscriptions are linked back to the deal
Open any of the new subscriptions and you'll find it linked back to the originating deal under Linked records, alongside the customer and products. This keeps the trail from deal to recurring revenue intact.
What the conversion creates
- One subscription per billing frequency: recurring line items are grouped by frequency (monthly, quarterly, semi-annual, annual), and each group becomes its own subscription with the line items, taxes, and discounts carried over.
- A first invoice per subscription: each subscription gets an invoice for its first billing period — issued immediately if you chose to finalize, or saved as a draft to review.
- A separate one-time invoice: any non-recurring charges on the deal land on their own standalone invoice.
- Optional portal users: if you chose to provision access, invitations are sent to the selected contacts.
Tips
- Make sure the deal's recurring products have a billing frequency set — only recurring line items become subscriptions.
- Leave finalize off if you want to review the first invoice before it's sent to the customer.
- You can re-run Continue Conversion later to bill any line items added to the deal after the first conversion.