Monthly recurring billing

[ChrisCross]

Hi Espo Community,

I have a requirement that I need some help with.
We sell products that are billed monthly. I would like to create an entity called "contracts." In this entity, I want to retrieve the products listed under "products." There should also be a relationship to "account."

The goal is to be able to generate a report once a month, which I then send to the billing service provider, who then issues the invoice. The report should then show the customer data, the products, and the price.

Does anyone have any ideas?

Thank you for your great help.

Best regards,

Chris

[yuri]

Hi Chris,

The recurring invoices (Subscriptions) feature is planned for Sales Pack. No ETA yet. Maybe in Q4 or earlier.

[ChrisCross]

Hi Yuri,

Thanks for the quick reply.
I'll use a crutch for now.

Thank you very much :-)