Step 4 of 7 · Staff
Activate
Confirm the subscription and start billing.
Confirming records the customer's agreement. Activating starts the billing clock, and from then on invoices are generated on each due date.
What Knock automates
- Next billing date set from the plan
- Status moves Confirmed to Active
- Subscription visible in the portal
Checklist
- 1Check the totals one last time
- 2Confirm the subscription
- 3Activate it
- 4Verify the next billing date
Common mistakes
- Activating on the wrong start date
- Closing when you meant to pause by not billing
- Editing lines after activation instead of making a new quote
Ready to put billing on autopilot?
Set up your catalog, add customers and send your first invoice today.