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🔁 Subscription management

Subscriptions managed where the billing actually happens

Plans, renewals, upgrades and dunning — tied directly to invoices and payments, so your MRR report and your books never disagree.

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MRR · Live
MRR$48,200
Renewals due · 30 days23
Dunning recovered$1,860
Churn1.8%
Matched to your books by design
How it works

From first hello to paid invoice

1

Model your plans

Tiers, terms and proration rules, set once.

2

Billing runs itself

Renewals invoice on time; dunning handles failures.

3

Trust the metrics

MRR and churn match to your books.

01

Plans and lifecycles, modelled properly

Define plans, terms and pricing tiers; handle upgrades, downgrades and pauses with correct proration every time.

Plan catalogue with terms and tiers

Proration on plan changes

Pauses, resumptions and cancellations

Trial-to-paid conversion tracking

02

Renewals that don't slip

Automatic renewal invoicing, reminders before expiry and visibility into which accounts are at risk — before the revenue walks.

Auto-renewal invoicing on schedule

Pre-expiry reminder sequences

At-risk account flags from usage and payment signals

Renewal pipeline for account managers

03

Dunning and revenue truth

Failed payments trigger polite, persistent recovery flows; finance sees MRR, churn and cohort revenue straight from real invoices.

Dunning sequences on failed payments

MRR, churn and cohort reporting

Deferred revenue handling

Matched to the your books by design

The complete guide

Subscriptions managed where the billing actually happens: what you need to know

Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team

What is subscription management software?

Subscription management software operates recurring revenue: plan catalogues, renewals, upgrades with proration, failed-payment dunning and metrics like MRR and churn. When it lives inside your accounting platform, subscription metrics match to the your books — so the MRR your team celebrates equals the revenue your accountant reports.

Reducing churn mechanically

  • Renewal reminders before expiry, not after
  • Dunning with smart retries and card-update links — recovers a meaningful share of involuntary churn
  • At-risk flags from usage decline and late payments
  • Easy downgrades — keeping a smaller customer beats losing one
1database for sales & finance
0re-typing between tools
14 daysfree on every plan
FAQ

Common questions

Is MRR reporting accurate to your books?

Yes — subscription metrics compute from actual invoices and payments in the same database as your books.

Does it handle proration?

Yes — upgrades, downgrades and mid-cycle changes prorate automatically.

What happens on failed payments?

Dunning sequences retry and remind automatically, and at-risk accounts surface to your team.

What is dunning?

Dunning is the automated recovery process for failed payments — smart retries plus reminder messages with an easy way to update payment details.

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