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
- Click on the Sales and Invoicing button in the toolbar to initiate the wizard.
- 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.
- 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.
- Enter the date up until which subscriptions should be included in the selection.
- Place a tick in the box for Show status reports if you would like to see these.
- 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
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