Edit Invoice Layouts of Subscriptions

Use the Agreement tab under Subscriptions under the Debtors submodule to edit the invoice layout of selected subscriptions.

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

To edit the invoice layout of a subscription:

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 that contains the subscription for which you want to edit the invoice layout.
3. In the left pane of the Finance & Administration page, click Debtors > Subscriptions.
4. Click the List tab and highlight the subscription whose invoice layout you want to edit.
5. Click the Agreement tab and click the Invoice Layout tab.
6. Enter or select the necessary edits from the corresponding drop-down lists.
7. To add a variable value to a field, click Add New .
8. In the Select Value dialog box, use the drop-down list to select the variable value that you want to add and click OK.