The most common way to run invoicing in the subscription app is to run a report that goes through all subscriptions for that month or a quarter or a year.
This is what happens in the video
And you can of course mix them so if you have monthly, you can run it monthly and then it will only take those on a monthly subscription, and wait until the next invoicing date suits the yearly or quarterly.
And I can run the report from the subscription list.
As I say, create invoices.
I need to fill in the dates. So based on the month I’m in and what document date I want and everything.
And then what I need to make sure is how I want the invoices created so should they be created per customer, that’s in another video, or per subscription or even per line on the subscriptions.
In this video, we will look into creating per subscription.
And I have several subscriptions on the same customer here.
So the system will create one invoice per subscriptions.
So if this customer has three subscriptions, they will receive three invoices.
I can add a heading text and any filters I want. I will just say okay.
So for example, I have this one Rush and Speed and I’ll set a filter on that customer number.
So there’s three different subscriptions on this one.
And if I go to the sales invoices, and in my list now, I have these three created on the same customer.
And that’s what I want to achieve if I choose the invoice per subscription.
And of course if I wanted these bundled, I would have chosen customer and you can see that in another video.