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:
-
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 invoice.
-
In the left pane of the Finance & Administration screen, click
.
-
Click the List tab and highlight the subscription that you want to create an invoice for,
-
Click
Create invoice
.
Note: This action is also available on the Items tab found on the Agreement tab.
-
In the Create Invoice dialog box, highlight the phase that you want to create an invoice for.
-
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.
-
Click
OK - Create.
-
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.