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Subscriptions

Recurring customer service plans, billing sync, and recurring work controls.

Subscriptions represent recurring customer service plans. They connect a customer, service, optional location, cadence, pricing, and recurring automation settings.

  • New subscriptions can only be created for active customers.
  • Stripe subscription state is synced back into Proper and affects recurring eligibility.
  • Per-subscription automation can follow the company default or apply a subscription-level override.
  • Use Subscription Automation for recurring booking/job generation details.

Imported subscriptions and billing

Imported recurring subscriptions follow the same subscription-backed booking/job flow as subscriptions created in-app.

  • When the next generated occurrence is completed, billing runs from job completion.
  • Proper creates a Stripe invoice for the outstanding balance on that subscription-backed booking.
  • If the Stripe customer has a default payment method/source, the invoice is charged automatically.
  • If no default payment method/source exists, Stripe sends the invoice email to the customer (`send_invoice`).