Managing Subscriptions
4 articles
How to edit a subscription's details in CornerSpot
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.
How to read the subscription detail page in CornerSpot
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.
How to track recurring revenue and subscription status from your dashboard in CornerSpot
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.
How to search, filter, and sort your subscriptions in CornerSpot
Find subscriptions fast in Cornerspot — use the search box, the status and frequency filters with removable chips and Clear all, the date filter, and sortable column headers.
