Subscriptions enable monthly invoicing based on standard contracts. Entering them correctly allows you a smooth monthly billing.
1. Introduction
Subscriptions form the basis for your monthly invoicing and represent the connection between you and the customer. This includes the specific offices and services that you want to bill each month.
2. Entering subscriptions
Step 1: Go to the customer
Go to the "Customers" section in the left menu and open the module. Then, select the customer to whom you want to add a subscription. Click on the magnifying glass icon to open the customer file, and then navigate to the "Subscriptions" tab.
Step 2: Create the subscription
Click on the '+ Create Subscription' tab on the top left of the page. The module will open.
Step 3: Enter the details of the subscription
| Templates | Select the template you want to use by clicking on it |
| Start date | Start date of the subscription |
| Duration | Select the duration from the dropdown |
| End date | The end date will be filled in automatically |
| Billing frequency | Select from the dropdown |
| Pay in advance | Select your payment terms |
| deposit | Fill in the deposit |
| Auto-renew | When activating this the subscription will be renewed on the end date |
| Document language | Choose the language for the pdf of the subscription. Make sure you select a language that exists in your templates. |
| Notes | Here you can add notes regarding the subscription. |
When filled in, Click on the blue next button to continue
Step 4: Add the units and the monthly service
| Units | Select the units you need to be in the subscription |
| Monthly services | Add the monthly services |
| Credits | If you want to add credits/hours or coins you can do it here |
| Users | You may choose to skip the user list if this subscription is specific to certain user(s) rather than all users under the customer account. The selected user(s) will be included in the access group if access integration is utilized. |
After that, click on the blue next button to continue
Step 5: Review the subscription
An overview of the subscription will show and once you verified you can click on the blue create button and it will be created.
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