Create a subscription contract

Goal

Create a draft subscription contract for a customer. Activation and billing are separate steps.

Who it is for

Users with subscription_billing.manage.

Preconditions

• Module subscription_billing enabled.
• A customer party exists (or create one first).
• Document numbering for subscription_contract is configured (seed default prefix SUB).
• Currency: UI defaults to the tenant base currency; pick another 3-letter code if needed.

Steps

1. Open Subscriptions → New contract (or sidebar + when permitted).
2. Set Customer (required).
3. Confirm Currency.
4. Choose Billing cycle: Weekly, Monthly, Quarterly, or Annual.
5. Set Every (billing_interval, minimum 1) — e.g. monthly × 1 = every month.
6. Enter Start date (required). Optional End date must be on or after start.
7. Optionally check Prorate first period (first-period proration applies for monthly starts that are not day 1).
8. Add Lines (at least one):
   • Description
   • Qty and Unit price (≥ 0)
   • Recognition: Immediate or Straight-line
   • Periods (recognition periods, minimum 1) for straight-line deferral length
9. Use Add line for more lines; keep at least one line.
10. Save. The contract is numbered and stored as Draft with billing schedules generated.

Result

A draft contract appears on the list. Next: activate and bill.

Hard stops

• Missing customer, cycle, start date, or empty lines → validation 422.
• A subscription contract must have at least one line. (subscriptions.no_lines).

Related

• Lifecycle
• Edit note
• Troubleshooting