Managing Subscriptions

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.