Add New Items Connected to Subscriptions

Use Subscription Billing in the Subscription submodule in the Settings module to add new items connected to subscriptions.

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

To add a new item connected to a subscription:

  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 to which you want to add a connected item.
  3. In the left pane of the Settings page, click Subscription > Subscription Billing.
  4. Click the Billing Setup tab and highlight the subscription to which you want to add a connected item.
  5. In the bottom grid, click Add New Item .
  6. In the Add New Row dialog box, select the item that you want to add and click OK.
  7. To edit fields, double-click on them.
    Note: You can edit all fields except for the No. and Name fields.