Work with Subscription Order
A subscription order represents a long-term agreement between you and your customer for recurring delivery of goods or services.
A subscription order is typically made when a customer has committed to goods or services that are to be delivered on a recurring basis over a certain period of time. Often subscription orders cover only one item or service with predetermined delivery dates.
To create a subscription order
- Choose the
icon, enter Subscription Sales Orders, and then choose the related link. - Choose the New action.
- Choose a client and fill in the fields as necessary. Hover over a field to read a short description.
- On the Lines FastTab, create separate order lines for each item or service. Hover over a field to read a short description.
To create an invoice for a subscription order
- To post the lines in the subscription order, make sure the lines are marked as Active.
- Release the document to enable further processing.
- Choose the Post bach... action
- Select the last date you want to be included in End Date or leave it blank to use the current date.
- Invoice check-box
- Un-checked will only create project entries to be processed from Invoice Suggestion.
- Checked will create invoices for the orders when posted.
- Choose the OK button. A dialog showing the number of created invoices is shown. Choose Close.
- A page listing the created invoices is shown. To see the results of the preceding steps, choose the Show document... action.
The following applies to invoices after they have been created from subscription orders:
- As part of the creation of the invoice, project usage is posted to the project and task selected on the subscription order.
- After an invoice is created from a subscription order it can be posted and sales will be registered towards the project and task selected on the subscription order.
- If the invoice is fully or partially deleted a new invoice can be created using Invoice Suggestion or by manually creating a new invoice and choosing the Get project usage action.
See also
Description Templates on Subscription Orders