Subscription Agreements Ready for Billing

Use Subscription Agreements Ready for Billing in the Administrative Follow-Up submodule in the Finance & Administration module to view and subscription agreements that are ready for billing.

To use Subscription Agreements Ready for Billing, you must have access to Finance & Administration as defined in User Access Rights under Settings.

Subscription Agreements Ready for Billing provides a list of all subscription agreements that are ready for billing within your WorkBook Company.

You can create an invoice for a subscription agreement directly from Subscription Agreements Ready for Billing. This action creates a job that has the invoice automatically created within the job. The job is closed instantly, and the invoice is also be finalized instantly.

You can also perform the following actions directly from Subscription Agreements Ready for Billing:

• Open the invoice dialog
• Create an invoice and email
• View the Subscription Agreement

To view and manage only the records that require your action, navigate to Tasks > Follow-Up > Subscription Agreements Ready for Billing.

You can use the Search field to find specific subscription agreement records.

You set up subscriptions in Settings > Subscription > Subscription Billing. For more information, see Subscription Billing.

You manage subscriptions in Finance & Administration > Debtors > Subscription. For more information, see Subscriptions.