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Subscriptions

Subscriptions screen in Octibiz

Overview

Subscriptions run sold subscriptions and licences along their lifecycle — from signing through renewals to expiry. A perpetual licence rides along in the same list as the term “perpetual”.

They are the third source of recurring revenue alongside contracts and retainers, and like those they feed billing.

Core tasks

Sign a subscription. Customer, scope and term.

Run the lifecycle. Renew, change plan, suspend, cancel, let expire — the status catalogue lives in the subscription settings.

See the revenue. The revenue view is its own permission: managing subscriptions does not automatically show what they bring in.

Fields in detail

FieldRequiredValues / formatWhat it does
Customer customerIdyesan existing customerWho holds the licence.
Article productIdyesan existing articleWhat is licensed.
Variant variantId or variantUlidnoa variant of the articleWhich version — edition, tier.
Licence key licenseKeynotextThe key the customer uses. Left empty the system generates one.
Seats seatsnonumber, greater than 0For how many users or devices the licence applies.
Term termnomonthly, yearly, perpetualHow long it lasts. Perpetual does not expire and is not renewed.
Starts on startsAtnodateFrom when it applies.
Auto-renew autoRenewnoyes/noWhether it renews at the end. On means a new period arises and with it an invoice, without anyone acting — the reason the notice period beside it matters.
Cancel at cancelAtnodateWhen the licence should end.
Immediate immediatenoyes/noWhether cancellation takes effect at once instead of at period end. Immediate means access ends now — with everything that implies for the customer.
Brand brandIdnoone of your brandsWhich brand the licence is kept under.

Interface and automation only

FieldValues / formatWhat it does
currentVersionIdidentifier of a versionWhich program version the licence covers.
sourceQuoteIdidentifier of a quoteWhich accepted quote the licence came from.

Settings & permissions

  • Module module.licensing.
  • products.license.view, products.license.create, products.license.lifecycle for

the lifecycle, products.revenue.view for the revenue view, licensing.config.manage for the catalogue.

  • Recurring revenue runs through billing.

FAQ & troubleshooting

A subscription keeps being billed. Check its status and the plan in billing.

I see no revenue. Then products.revenue.view is missing — deliberate, not a display fault.

A subscription cannot be renewed. Then products.license.lifecycle is missing.

Subscription or contract? A subscription entitles to use a product and carries MRR/ARR; a contract commits to work — retainer, maintenance, hosting — and runs quotas. Anyone consuming hours or quotas needs the contract.

licensing.licensing · Available from version 0.5.0