Wizard for Customer Subscription-based Order Creation 1:2

View - Sales/Invoicing - Subscription invoicing

The wizard for customer subscription-based order creation is initiated either from the Subscription register or the Customer subscriptions window. The first step of the wizard is for you to make a selection of the subscriptions or customers you want to generate orders for.

How to generate orders

  1. Click on the Sales and Invoicing button in the toolbar to initiate the wizard.
  2. Select whether you want to include All subscriptions or whether you wish to make a selection for A subscription only. If choosing the latter you can click the browse button to select the relevant subscription from the list of all available subscriptions.

  3. Select whether All customers or just One customer should be included in the selection. If choosing to include a single customer, click on the browse button to find that customer.
  4. Enter the date up until which subscriptions should be included in the selection.
  5. Place a tick in the box for Show status reports if you would like to see these.
  6. Click OK.

In step two of the wizard you select which customer subscriptions you want to generate orders for.

Wizard for Customer Subscription-based Order Creation 2:2

Read more about:

Subscription Invoicing