<div class="support-note success primary">Note: As of September 16, 2024, the Recurring Revenue feature is no longer available for new customers. Please note that Advanced and higher plan users who signed up or upgraded before that date can still use it but will be deactivated eventually. As an alternative, you can use the <a href="https://support.pipedrive.com/article/recurring-products" target="_blank" rel="noreferrer noopener">Recurring products</a> feature.</div>
If you’re in an industry focused on recurring billing or subscriptions, the Recurring Revenue feature can help track and project your earnings over time, even after a deal is won.
This feature is split into two locations: the <a href="https://support.pipedrive.com/en/article/detail-view" target="_blank" rel="noreferrer noopener">deal detail view</a> and the <a href="https://support.pipedrive.com/en/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights reporting feature</a>. 
<ul>
<li>
Deal detail view Set up and manage your deal-specific subscriptions or payment plans.</li>
<li>
Insights report Track your total earnings and losses from recurring revenue over time with advanced reporting.</li></ul>
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<h2 style="text-align: justify">
<a name="setting-up-recurring-revenue-for-your-deals"></a>Setting up recurring revenue for your deals</h2>
<div class="support-note success primary">Note: The maximum term for a payment schedule is 36 months. If you need a payment schedule with a longer duration, just create a new one with the same conditions when the existing one ends. </div>
Under the Revenue panel in a deal’s detail view, you can set up a subscription or a payment schedule.
A subscription reflects a consistent billing plan and a payment schedule can be customized for a more flexible billing plan. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Recurring%20rev%201%20jpg.jpg" alt=""></figure>
Subscriptions
<div class="support-note success primary">Note: “Set recurring amount as deal value” can’t be selected if the deal has products attached. </div>
Subscriptions are for deals where payments happen on a regular schedule. 
To create one, go to the Revenue panel of a deal’s detail view and click “+ Subscription,” then fill in the following information:
<ul><li>Recurring amount – The value of each recurring payment</li><li>Description – A short explanation about your subscription</li><li>Number of payments (option to set as infinite payments) – The total number of payment cycles</li><li>Interval – The amount of time between each cycle</li><li>Start date – The starting date of the subscription</li></ul>
You can also set up one-time payments to your subscription, like set-up or initiation fees, under “Additional Payments.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Recurring%20rev%202%20jpg.jpg" width="494" height="445" alt=""></figure>
 When you click “Save,” the subscription plan will appear as active under the deal’s revenue panel.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Recurring%20rev%203%20jpg.jpg" width="321" height="266" alt=""></figure>
<div class="support-note success primary">Note: If “Infinite payments” is selected, payments are generated automatically until the subscription is canceled.</div>
Payment schedule 
If your deal requires a payment plan that is not on a set cycle or amount per payment, you can set up a Payment schedule instead of a subscription. This gives you more flexibility in customizing your deal’s payment plan. 
Click on “+ Payment schedule,” then fill in the following information:
<ul><li>Total amount – The total value of the payment</li><li>Number of payments – The total number of payments</li><li>Interval – The amount of time between each cycle</li><li>Start date – The starting date of the payment schedule</li></ul>
The individual payments will automatically populate, but you can update the description, amount and due date for each one. 
You can also delete a scheduled payment by clicking the “...” to the right. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/recurring%20rev%2014%20jpg.jpg" width="420" height="408" alt=""></figure>
Like a subscription, a payment schedule will appear in the Revenue panel of your deal’s detail view after being saved. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Recurring%20rev%205%20jpg.jpg" width="334" height="238" alt=""></figure>
<div class="support-note success primary">Note: The “Amount” and “Due on” details for individual payments will override general settings.</div>
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<h2 style="text-align: justify">
<a name="updating-or-deleting-your-billing-plan"></a>Updating or deleting your billing plan</h2>
Editing a subscription
Click on the pencil icon in the revenue panel of an active subscription to edit the Changes effective from date, Recurring amount, Description, and additional payment information of your billing plan. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-04-24%20at%2009-33-49.gif" width="564" height="357" alt=""></figure>
 Canceling or deleting a subscription
To cancel a subscription, click the “...” under your revenue panel and select “Cancel subscription,” then enter the cancellation date before confirming. 
Once canceled, the subscription will still appear in your Revenue panel:
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/recurring%20rev%206.jpg" width="353" height="198" alt=""></figure>
If you don’t want the canceled subscription to appear there anymore, you can click on the “...” and select “Delete subscription.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/recurring%20rev%207%20jpeg.jpg" width="332" height="189" alt=""></figure>
 Editing a payment schedule
If you click on the pencil icon in the revenue panel with a payment schedule, you can edit the description, amount and due date of any scheduled payment. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/recurring%20rev%209%20jpg.jpg" width="411" height="287" alt=""></figure>
 You can also click “+ Payment” to schedule additional payments, or the “...” to delete an existing payment. 
Deleting a payment schedule
If you want to delete a payment schedule, click the “...” under your revenue panel and select "Delete payment schedule.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/recurring%20rev%2010%20jpg.jpg" width="320" height="229" alt=""></figure>
Hiding the revenue panel from your detail view
<div class="support-note success primary">Note: You can learn more about sidebar management in <a href="https://support.pipedrive.com/en/article/detail-view-sidebar" target="_blank" rel="noreferrer noopener">this article</a>. </div>
To hide the revenue panel in your deal’s detail view, click the “...” in the top-right corner of the page and select “Manage sidebar sections.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/recurring%20rev%2011%20jpg.jpg" width="252" height="315" alt=""></figure>
From there, you can unselect the Revenue panel in the options and click “Done.”
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/recurring%20rev%2012%20jpg.jpg" width="306" height="369" alt=""></figure>
This will hide the revenue panel from your deal detail pages without affecting your recurring revenue Insights reports.
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<a name="viewing-subscription-revenue-reports-in-insights"></a>Viewing subscription revenue reports in Insights</h2>
<div class="support-note success primary">Note: The revenue forecast report is only available on Professional and Enterprise plans.</div>
Keep track of your subscriptions using the recurring revenue type reports in the <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights feature</a>. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-24%20at%2011.23.42%20AM.png" width="520" height="378" alt=""></figure>
You can learn how to create subscription revenue reports in <a href="https://support.pipedrive.com/article/insights-reports-subscription-revenue-reports">this article</a>. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/recurring%20rev%2013%20jpg.jpg" width="724" height="657" alt=""></figure>
Once you've created your subscription revenue report, add it to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>.

Recurring Revenue feature

setting-up-recurring-revenue-for-your-deals

Setting up recurring revenue for your deals

Knowledge Base

Recurring revenue

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