Edit Invoice Layouts of Subscriptions

Use the Agreement tab under the Subscriptions submodule to edit the invoice layout of 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 edit the invoice layout of a subscription:

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 containing the subscription that you want to edit the invoice layout of.
3. In the left pane of the Finance & Administration screen, click Debtors > Subscriptions.
4. Click the List tab and highlight the subscription whose invoice layout you want to edit.
5. Click the Agreement tab and click the Invoice layout tab.
6. Enter or select the necessary edits from the corresponding drop-down lists.
7. If you want to add a variable value to a field, click Add new .
8. In the Select value dialog box, use the drop-down list to select the variable value you want to add and click OK.