> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.robaws.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Subscriptions | Settings

We take you step by step through the **settings of the subscriptions module**. Also have a look at the [general settings](https://support.robaws.com/en/article/general-settings-1han2yn/): they contain a lot of settings that affect various modules, and therefore your subscriptions as well.

You find the page via **settings > subscriptions**.

| Have you changed something? Then click 'Activate settings' at the bottom right. As long as you do not do that, your change is not active in your Robaws environment.

## Master data

Fill in the **recurring periods** you need for your subscriptions here (daily, yearly, on workdays, etc.). For each period you indicate whether it keeps running or stops after X times. Recurring periods are master data: you create them once and then use them in every subscription.

## Overview

Determine here what **the first tab** in the overview of the subscriptions looks like. What you set here applies to all users. In addition, every user can create [their own overviews](https://support.robaws.com/en/article/using-overview-screens-10zscoo/) and set them up as they wish.

| Setting | Explanation |
| ---- |
| Quick filters | Choose which filters are ready by default in your overview. |
| System overview | Determine which columns you want in your overview, and in which order. |
| Card info | Set the title, the subtitle and the fields of the card on the [kanban board](https://support.robaws.com/en/article/views-in-the-overview-screen-au7o3/). A maximum of 8 fields in total. |
| Tags | Set up labels that appear on a card as soon as an item meets your condition. At most 10 per module. |

Card info and tags apply to the whole environment. Columns are set separately.

## Settings

| Setting | Explanation |
| ---- |
| Change next number | [Change the number](https://support.robaws.com/en/article/changing-a-document-number-zlc0jx/) of the next subscription. |
| Show post nr. | Adds a 'Post' column to the subscription. |
| Show line nrs. | Adds a 'Nr' column to the subscription. |

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/d/f/eadf6dec760ec000/image_1i0xjib.png =400x124)

## Extra fields

Just as in all modules, you can create [extra fields](https://support.robaws.com/en/article/working-with-extra-fields-1vwszk1/) of your choice in a subscription.

| If you create the same extra field on both the quotation and the subscription, the content is carried over automatically.

## Pdf

[Set up one or more pdf templates](https://support.robaws.com/en/article/deciding-what-appears-on-your-pdf-e26zjo/) to show the subscription as a pdf. You determine yourself how the heading is laid out, which title appears on the pdf, which columns are visible with the subscription lines and a number of other settings.

This is also where you enter the **translations** of the pdf, for when you send the subscription in another language.

## Statuses

You determine the statuses of your subscriptions **yourself**. A number of them are set up by default (draft, active, stopped), but you can adjust, delete or add to these. Note that the name is **case-sensitive**.

You can also have the status changed automatically after a certain action:

| Setting | Explanation |
| ---- |
| Invoice status | Sets the subscription to this status as soon as an invoice has been generated. |
| Status after order | Sets the subscription to this status as soon as an order has been generated. |

## Templates

You can [create your own templates for subscriptions](https://support.robaws.com/en/article/creating-a-template-ze96ir/). You set up one subscription properly once and use that later as the basis for offering the same subscription to another customer. If you adjust the template afterwards, nothing changes in your running subscriptions.

You set up a template as follows:

1. Click 'Add'.
2. Give your template a name.
3. Choose your starting point: click 'Choose existing' to start from an existing subscription, or 'Create blank template' to start with an empty subscription.

## Default documents

Set up the [default documents](https://support.robaws.com/en/article/creating-a-contract-or-extra-default-document-qitho/) you want to use in the subscriptions module here. They then appear in the subscription under the action button **default document**. You can still edit them there before you send them to the customer.

## E-mail templates

Here you set up the [e-mail templates](https://support.robaws.com/en/article/email-template-1r656oh/) you want to use in your subscriptions. In this way you prepare various e-mails with a fixed text (with or without replacement codes) and with fixed attachments, for example the subscription together with your terms and conditions.