Edit Subscription Information and Default Values

Use the Subscription Billing submodule to edit subscription information and default values.

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

To edit subscription information and default values:

  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 information and default values of.
  3. In the left pane of the Settings screen, click Subscription > Subscription Billing.
  4. Click the Billing Setup tab.
  5. Highlight the subscription that you want to edit the information and default values of and click Open Sidebar .
  6. In the sidebar, click the Subscription Information Settings tab and enter or select the applicable information or default value.