<aside> 👋 Welcome to Subscript’s Help Center! This is here to answer most of your questions.
Can't find what you're looking for? Send our support team a note at [email protected]! We would love to hear from you. 🥰
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How to create a Subscript log in
How to get other team members onto Subscript + permissions
What are all these metrics about?
Renewal Management in Subscript
Finding the metric you need in Subscript
Segmenting and filtering in Subscript
How to sync the data externally
Revenue Reporting in Subscript: RevRec vs SaaS
How to connect your CRM and/or GL to Subscript
Subscript’s AI Contract Reader
How to Get Started with Subscript - Adding Data Manually
Configure Cost Data / Expenses Sync from your General Ledger
How to Add Costs Data to Subscript Manually
Import customers and transactions in bulk via CSV upload
How to add metadata to already existing transactions or customers
Exchange (FX) rates and Currency
How to recover a deleted transaction
Transaction Recognition definitions and Product mappings
Pessimistic & Optimistic Churn plus Renewal Deadline
Committed vs Classical ARR (and edge cases)
How is Committed ARR calculated?
How to set up your Billing Settings
How to create and send an invoicing schedule
Schedule your invoices to auto-send
Getting paid and payment reconciliation through Subscript
How to send invoices from your email: Gmail / google-auth or Outlook / Microsoft 365
Display Names in invoices: customers and products
Attaching Files to Your Invoices
Add a PO Number to your invoices
Add internal notes to your invoices and schedules
How to send a new payment link to an auto-charged customer
Tracking invoices in Subscript for non-Finance team members
Scheduling future invoices for a multi-year contract
Adding New Transactions to Existing Invoice Schedules
Parent + Child invoice schedules
How to add taxes to your invoices
Import all your historical invoices
Managing invoice states in Subscript and the GL
Find the PDF invoice for your customer
How to use and add dynamic fields
How to manage a failed payment
Introduction to Usage-Based Billing
Tiered pricing plans for usage-based subscriptions
Revenue Reporting in Subscript: RevRec vs SaaS
<aside> 💡 If you can’t find something you’re looking for, please email us at [email protected].
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