Client Subscriptions
Subscriptions are defined for Clients. The "Invoice Subscriptions " option will automatically raise invoices for the Clients. For each subscription define
Each subscription is defined using "Extras". The descriptions defined in "Extras " are used on the generated invoices. Additional information can be added to each description identifying an individual subscription more accurately. For example, an Internet Service Provider will invoice an "Annual hosting charge" to many customers. This makes more sense when each domain is added to the invoice. For example "Annual hosting charge - www.mydomain.com".
1) Define an extra to be invoiced - using the Extras option in the configuration menu.
2) Select the Client you want to create a subscription for using the Clients option.
3) Select the "Subscriptions" button and the above window is opened
4) Use the two question mark buttons at the top to either select an extra to create a new subscription or an existing subscription.
5) A subscription can be added as an "Invoice" or as a "Charge".
(a) Invoice. When the "Invoice Subscriptions" routine is run, subscriptions which are due and have "Invoice " selected generate a unique invoice with a single item on them.
(b) Charge. When the " Invoice Subscriptions
Creating a new subscription
(a) The main details will be loaded as defined by the Extra - description, price, tax code, nominal account (b) If you want to add a free format description, add it in the description field (c) Define when the subscription starts and also when it is next due - click on the "calendar" buttons to set the dates (d) Define how often the subscription is due - Monthly, Quarterly, Annually, Bi-Annually (e) If the Subscription will be paid by "Direct Debit" tick this entry (f) Ticking or unticking the "Active" tickbox will stop or start the subscription (g) If you tick "Show period" then information will be added showing the dates the subscription applies to. Ticking the "Show period + 1" will change the information to be one "period" in advance (a) Use the right most ? button next to the Extra code (b) Select the subscription you want to change (c) Make changes accordingly 1) Define the subscription with this option 2) Invoice or Charge the subscriptions using the "Invoice Subscriptions" option 3) If Charges are used then they will be merged together and converted to Invoices when the "Calculate Owner Income and Charges" option is run
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