Create Subscription Invoices

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

To use the Subscriptions submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to create a subscription invoice.
3. In the left pane of the Finance & Administration screen, click Debtors > Subscriptions.
4. Click the List tab and highlight the subscription that you want to create an invoice for,
5. Click Create invoice .
   Note: This action is also available on the Items tab found on the Agreement tab.
6. In the Create Invoice dialog box, highlight the phase that you want to create an invoice for.
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 created subscription invoice to OK.
   Note: If you want to edit, send, or delete the email message, you may do so in the Email drafts dialog box.