Edit Settings of Subscriptions

Use Subscription Billing in the Subscription submodule in the Settings module to edit the settings of subscriptions.

To use Subscription Billing in the Subscription submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit the settings of a subscription:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the subscription for which you want to edit the settings.
3. In the left pane of the Settings page, click Subscription > Subscription Billing.
4. Click the Billing Setup tab.
5. Highlight the subscription that has the settings that you want to edit and select or deselect any of the following check boxes, as applicable:
   • Invoice in Advance: Use this to send invoices in advance for the subscription.
   • Custom Procedure Required: Use this to require a customized procedure for the subscription.