Mass invoicing with Subscription
To invoice subscribers:
- Click ‘Sales’ > ‘Customers’ > ‘Subscriptions’
- Click ‘Subscription batch run’ above the list area
- Edit the fields Details
- Click ‘OK’
- The invoices are saved under ‘Current invoices’ and can be booked anytime
Details about the fields
Note that not all fields are mandatory.
| Field | Action |
|---|---|
| New | Select ‘Invoice’ |
| As of | The start date for the subscription period to be invoiced. I.e. to invoice 2nd quarter, enter ‘1 April 200x’. |
| Invoice date | The invoice date. |
| From/ To subscription | Select the subscriptions to be invoiced. |
| Combined invoice per customer | Check this to combine several subscriptions in one invoice. If a customer has more subscriptions, the various subscriptions will be shown with an empty line in the invoice. |
| Heading/Text/Text 2 | A standard invoice text. The text is saved until the next subscription job. |
| Adjustment if collected proportionately | For subscriptions with ‘Proportional’ collection, select whether to adjust the amount or the quantity in the invoice. |
| Index | Indexation of the price. E.g. to adjust the price to 3% more than the last invoice, enter 1.03. |
| Would you like to go back? |
|---|
| Back to Subscription home |