How to Manage Subscriptions, Create an Invoice, Pay an Invoice, Cancel an Invoice or a Payment on a Customer Record

Key Points of the Article:

1. Create a subscription
2. Modify a subscription
3. Delete a subscription
4. Invoice a subscription
5. Pay an invoice
6. Cancel an invoice
7. Modify a payment method
8. Cancel a payment

1. Create a Subscription

1. Click on the Customer Management module
2. Select the customer and click Details
3. Click on Finances
4. Click on Subscriptions
5. Click on Add Custom Subscription

A window opens where you need to fill in the indicated fields.

1. Select the subscription to add
2. Choose the quantity
3. Enter the subscription price (the price is set by default but can be modified)
4. Select the billing frequency
5. Select the renewal date
6. Select the subscription expiration date (if the subscription is renewed annually, do not set a limit)
7. Select the debit frequency

The subscription appears.

2. Modify a Subscription

1. Click on the Customer Management module
2. Select the customer and click Details.
3. Click on Finances
4. Click on Subscriptions
5. Click on the pencil icon on the subscription line to modify

A window opens with the subscription settings.

1. Modify the parameter of your choice (e.g., modifying the item)
2. Click on Save

The modification is taken into account.

3. Delete a Subscription

1. Click on the Customer Management module
2. Select the customer and click Details
3. Click on Finances
4. Click on Subscriptions
5. Click on the cross on the subscription line to delete
6. Click on OK to confirm the deletion

The subscription is deleted.

4. Invoice a Subscription

1. Click on the Customer Management module
2. Select the customer and click Details
3. Click on Finances
4. Click on Account
5. Click on Invoice Subscriptions

A window opens where you need to fill in the indicated fields.

1. Select the renewal date entered when the subscription was created
2. Select the Invoice Prefix (it is possible to set a default one)
3. Select the Invoice Date
4. Click on Next
5. Choose the report type
6. Click on Next
7. Click on Print if you want to print the invoice
8. Click on Exit

The created invoice appears.

5. Pay an Invoice

1. Click on the Customer Management module
2. Select the customer and click Details
3. Click on Finances
4. Click on Subscription
5. Click on Pay Invoice

A window opens where you need to fill in the indicated fields.

1. Enter the payment amount to be recorded
2. Select the payment method
3. Select the payment date
4. Click on Pay

The payment appears.

6. Cancel an Invoice

Note: Cancelling an already paid invoice automatically cancels the associated payment.

1. Click on the Customer Management module
2. Select the customer and click Details
3. Click on Finances
4. Click on Account
5. Click on Cancel Invoice
6. Click on the invoice to cancel
7. Click on OK

A window opens where you need to fill in the indicated fields.

1. Enter the reason for cancellation and the type of payment
   • Important: Cancel with the same type of payment
2. Select the type of payment
3. Click on OK

The invoice and payment are cancelled.

7. Modify a Payment Method

1. Click on the Customer Management module
2. Select the customer and click Details
3. Click on Finances
4. Click on Account
5. Click on the ellipses ...
6. Click on Modify Payment
7. Click on the payment to modify
8. Click on Select
9. Choose the new payment method
10. Click on OK

The payment is modified.

8. Cancel a Payment

1. Click on the Customer Management module
2. Select the customer and click Details
3. Click on Finances
4. Click on Account
5. Click on the ellipses ...
6. Click on Cancel Payment
7. Click on the payment to cancel
8. Click on OK
9. Enter the reason for cancellation
10. Click on OK

The payment is cancelled.