Create Subscription Invoices

Use the List tab under Subscriptions under the Debtors submodule to create a subscription invoice.

To use Subscriptions in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To create a subscription invoice:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to create a subscription invoice.
3. In the left pane of the Finance & Administration page, click Debtors > Subscriptions.
4. Click the List tab and highlight the subscription for which you want to create an invoice,
5. Click Create Invoice .
   Note: This action is also available on the Items tab located on the Agreement tab.
6. In the Create Invoice dialog box, highlight the phase for which you want to create an invoice.
7. If necessary, identify a calculation date and invoice date.
   Note: By default, the calculation and invoice dates are set to the date when you created the subscription invoice.
8. Click OK - Create.
9. If you want to create an invoice and email it to a client, click OK - Create and Email and in the confirmation dialog box, click Yes to set the print status of the subscription invoice to OK.
   Note: If you want to edit, send, or delete the email message, you can do that in the Email Drafts dialog box.