# Subscriptions

Subscriptions enable users to manage one-off and recurring transactions for charging non-metered services.  

* ***One-off***  Subscriptions may be used for managing server setup fees or applying a one-off correction.
* ***Recurring*** Subscriptions are typically used to charge a specific service for a certain quantity every month or every year.

Subscriptions are always applied to a leaf account on the deepest level of a [**Report** ](https://olddocs.exivity.io/3.5.4/data-pipelines/reports)definition.

### Creating a Subscription

To create a subscription, first, browse to the *Accounts > Subscriptions* menu. In the *Subscriptions* menu, it is now first required to select a *'leaf account'* (meaning: an account at the deepest level of a report definition). Once this account has been selected, a new *Subscription* can be created:

![Creating a new Subscription for a leaf account](https://2905039365-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LHEKskLK6aXinV75Knl%2F-M4nUZSEOv0Zlbg2-80u%2F-M4nXWlrDe9ZjrVN1qNO%2Fimage.png?alt=media\&token=f26c0d42-f341-467f-8620-5b9eccfe0f4e)

When creating a new subscription, it is mandatory to first give it a name and select the **Service Category** and **Service** where this *Subscription* applies to:

![Selecting the Service](https://2905039365-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LHEKskLK6aXinV75Knl%2F-M4nUZSEOv0Zlbg2-80u%2F-M4nYHLhKZnoDmA2WZRI%2Fimage.png?alt=media\&token=a256dad0-24d5-47ca-881e-e25d6a361720)

Once a *Service* has been selected, depending on the type of *Service*, you are either free to fill in a customer *Subscription* **Rate** and optional **Cost**. If this service has already rates configured in Exivity, it will automatically show and use those:

![Providing custom rates for a Subscription](https://2905039365-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LHEKskLK6aXinV75Knl%2F-M4nUZSEOv0Zlbg2-80u%2F-M4nYpIDDJyasab_YAog%2Fimage.png?alt=media\&token=e387b81b-f4ab-474c-9669-05bd2b747736)

Next the Interval section will be required to fill in. First provide the *Subscription Type*, which can be either a **Recurring** subscription or a **One-off** transaction. In the case of a **Recurring** subscription, it is required to provide an **Interval** of *Daily, Monthly* or *Yearly.* This determines how often the Subscription is being charged.  Then the Subscription **Start date** needs to be set, which determines the initial charge date. Also an optional **End date** be configured. If none is provided, it will be charged until the Subscription is removed, or changed later to include an **End date**.

![](https://2905039365-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LHEKskLK6aXinV75Knl%2F-M4nUZSEOv0Zlbg2-80u%2F-M4nZuVucIJtiFnFW-gr%2Fimage.png?alt=media\&token=89df0c04-7c46-4672-8bdb-552c6e39753b)

{% hint style="warning" %}
When subscribing to a *Service* which has *Manual* rates configured, the *Subscription* inheretes the rate from the Global rate revision of the subscribed *Service.* It is therefore required to have the start date of the Subscription set to an **equal or more recent date** than the oldest configured *Global Rate Revision* of the subscribed *Service.*
{% endhint %}

When creating a *Monthly* or *Yearly* Subscription, it is also required to select a **Charge day**. This determines the day of the month when the Subscription is being charged. In case of a *Yearly* subscription, it will also be required to specify a **Charge month**, to indicate which month of the year the Subscription will be charged:

![Depending on the Interval, a Chage month and/or day are required](https://2905039365-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LHEKskLK6aXinV75Knl%2F-M4nb5QNpDo3ECqL_oCD%2F-M4nbx_w-g-80uhVEb5-%2Fimage.png?alt=media\&token=06c26537-1351-4e54-815d-b3da1ac5075c)

The last step in creating the subscription is specifying a consumed **Quantity**, which should reflect the number of units being charged per interval. Optionally an [Instance](https://olddocs.exivity.io/3.5.4/reports/instances) **Identifier** may be specified. If none provided, it will fall back to the name of the *Subscription*. 

Click the **Create** button to create this subscription. In case you are creating a *Subscription* with a historical **Start date**, it will then be required to use the **Create - *****with preparing*** button:

![](https://2905039365-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LHEKskLK6aXinV75Knl%2F-M4nb5QNpDo3ECqL_oCD%2F-M4nddNMCeinlncMxBt5%2Fimage.png?alt=media\&token=29aa1f67-d5f0-49e0-bd31-ed2feeeb1bce)

In case you are creating multiple Subscriptions,  it is advisable to stack these creations to avoid having to execute **Create** - ***With preparing*** multiple times in a row.