Edit Subscription Information and Default Values

Use Subscription Billing in the Subscription submodule in the Settings module to edit subscription information and default values.

To use Subscription Billing in the Subscription submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit subscription information and default values:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the subscription for which you want to edit the information and default values.
3. In the left pane of the Settings page, click Subscription > Subscription Billing.
4. Click the Billing Setup tab.
5. Highlight the subscription for which you want to edit the information and default values, and click Open Sidebar .
6. In the sidebar, click the Subscription Information Settings tab and enter or select the applicable information or default values.