Create Items for Subscriptions
Use the Agreement tab under the Subscriptions submodule to create an item for selected subscriptions.
To use the Subscriptions submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.
To create an item for a subscription:
- On the main toolbar, click Finance & Administration .
- 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 item.
- In the left pane of the Finance & Administration screen, click .
- Click the List tab and highlight the subscription that you want to create an item for.
- Click the Agreement tab.
- Click the Items tab and click Create new .
- In the Add new row dialog box, select the item you want to create and click OK.
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In the newly added row, you can edit the following by double-clicking on the corresponding field:
- Quantity: Use this field to identify the quantity of items included in the subscription.
- Invoice text: Use this field to identify the text that will be included in the subscription invoice.
- Start date: Use this field to identify the start date of the subscription.
- End date: Use this field to identify the end date of the subscription.
- Sales price: Use this field to identify the price of the item in the subscription.
- Fee price: Use this field to identify the fee for the subscription.
- Discount: Use this field to identify any discount applicable to the subscription.
- Invoiced up to: Use this field to identify until when the subscription has been invoiced.
Parent Topic: Items Tab