- 1
open cardinal
click "cardinal" from the app switcher.
- 2
click "new subscription"
the button sits in the top toolbar.
- 3
name it like the person says it
use language you'd say out loud — "mr. johnson — weekly mowing," "acme — monthly retainer," "gym — bronze membership." makes the subscription list scannable months later.
- 4
pick cadence and customer
set the kind (billing), the cadence (every x days, weeks, months, or years), the amount, and the customer from your dragonfly list. save.
tipcardinal owns the cadence; pawpaw fires the actual invoices. don't double-track — pick the right room for the kind of recurrence (money, job, or appointment).
still stuck?
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