Guides to selling and running recurring services.
Practical answers about packaging, pricing, billing, customer changes and invoicing for recurring service businesses.
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What is subscription management?
Begin with the definition, then see how billing, recurring payments and the customer lifecycle fit together.
Getting started
Learn what subscription management covers and how it differs from billing and recurring payments.
- What is subscription management? Subscription management is the ongoing work of running a recurring customer agreement, of which collecting a payment is only one part.
- Subscription billing vs subscription management Billing covers the schedule and the charge or invoice events; management adds onboarding, changes, renewal and cancellation.
- Recurring payments explained A recurring payment repeats under agreed terms and a schedule, but each attempt still depends on authorisation and provider processing.
Pricing and packages
Shape a recurring offer, choose between a retainer and a subscription, and plan how customers move between packages.
- Turn a service into a recurring package Start from a need that returns and a scope your team can deliver, then settle package names and billing.
- Retainer vs subscription Compare what is promised, included and excluded instead of relying on the words retainer or subscription.
- Price a maintenance plan Build a monthly cost baseline from your own hours, costs, overhead and contingency before choosing a customer price.
- Upgrade and downgrade workflows Define what changes, when it takes effect and who checks each part before a customer asks to switch plans.
- How to price recurring services Work out what one billing period costs to deliver, then set the billing period, one-time fees and exclusions around that baseline.
- How to sell maintenance plans online Follow one maintenance plan from a defined package and storefront through checkout, renewals, changes and invoices.
- Recurring vs one-time service fees See which charges repeat and which appear only once, using a worked first and second invoice.
Checkout and payments
Understand how payment links, strong customer authentication, currencies and failed charges affect a recurring checkout.
- Payment links vs subscription management A payment link collects a payment for a defined purchase; an ongoing service also needs records, changes and renewals to be managed.
- Failed recurring payments Treat a failed payment as a signal to investigate, using the provider’s status, a named owner and a neutral customer message.
- SCA and recurring payments Whether strong customer authentication applies to a recurring payment depends on the transaction, so use this as a checklist for your payment provider.
- HUF recurring payments Keep charge currency, conversion, settlement currency and fees as four separate questions for your payment provider.
Subscriptions and customers
Run the relationship after the sale: customer records, self-service and membership renewals.
- How to manage recurring customers A light routine of customer records, repeatable onboarding and visible lifecycle work keeps changes from getting lost.
- Customer subscription portal guide A portal works when it answers the questions customers repeat and separates self-service from changes your team reviews.
- Membership billing workflows Map the path from enrolment to renewal, including access, change requests and unsuccessful payments.
Tax and invoicing
Prepare questions for Hungarian and EU official sources on invoicing and VAT.
- Subscription invoicing in Hungary Plan invoice timing, records and systems for recurring services in Hungary, then confirm the details with NAV sources and an accountant.
- NAV recurring invoice workflows Map who does what in the invoicing journey, and where Online Számla data reporting fits, before you automate any step.
- EU VAT for recurring services VAT on a recurring service depends on the service, the customer and the locations, so use this to prepare questions for official sources and an adviser.
AI and developers
Understand how AI tools connect to business software, and how to draft recurring service pricing with AI while you keep the pricing decisions.
- What is MCP for business software? MCP is an open standard for letting AI tools use business software through defined tools, with permissions set by the system.
- How to connect Komashi to your AI tools Add the Komashi server to a compatible client, approve the sign-in and test with a read-only request before allowing changes.
- AI-assisted service pricing Use the Komashi AI draft for packages and suggested prices, then check every figure against your costs before you approve the offer.
The tax and invoicing guides are general information, not tax or legal advice. Check current official sources and ask a qualified adviser.