Edit Settings of Subscriptions

Use the Subscription Billing submodule to edit the settings of subscriptions.

To use the Subscription Billing submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company containing the subscription that you want to edit the settings of.
  3. In the left pane of the Settings screen, click Subscription > Subscription Billing.
  4. Click the Billing Setup tab.
  5. Highlight the subscription with the settings that you want to edit and select or unselect 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.