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How Do I Invoice a Subscription in Advance or Afterwards?

Updated over 2 weeks ago

In Tribe CRM, you can control when subscription invoices are generated, either before the subscription period starts or after it has begun. This flexibility helps you align invoicing with your business processes and customer agreements. By following this guide, you will learn how to set pre-billing or post-billing periods for subscriptions, ensuring invoices are created and sent at the right time.

Table of Contents

  • How Does Subscription Invoicing Work?

  • How to Invoice a Subscription in Advance

  • How to Invoice a Subscription Afterwards

How Does Subscription Invoicing Work?

Normally, when a subscription is activated in Tribe CRM, an invoice is generated and sent immediately. This ensures that billing aligns directly with the subscription start date.

Note: If you are not yet familiar with subscriptions in Tribe, read the article How Do I Work With Subscriptions in Tribe CRM?

How to Invoice a Subscription in Advance

To invoice a subscription before the subscription period begins:

  1. Create or open the subscription as usual.

  2. Go to the subscription details or enable the subscription.

  3. Enter the pre-billing period. Specify the number and the unit (e.g., 1 month or 14 days).

  4. Save your changes.

Example: If a subscription starts on 15 February and the pre-billing period is 1 month, the invoice will be generated on 15 January. If the pre-billing period has already started, the invoice will be created immediately.

How to Invoice a Subscription Afterwards

To generate the invoice after the subscription period begins:

  1. Open the subscription details.

  2. Enter a negative number in the pre-billing period field.

  3. Specify the unit (e.g., -1 month) to delay invoicing.

  4. Save your changes.

Example: If a subscription starts on 1 November and the invoice should be sent after 1 December, enter -1 month as the pre-billing period.

Quick Summary

In Tribe CRM, subscription invoices can be scheduled before or after the subscription period begins. By entering a pre-billing period or a negative period, you control when invoices are generated and sent. This ensures invoicing aligns with your business needs and customer agreements.

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