Edit Subscription Invoice Settings

Use the Subscription Billing submodule to edit subscription invoice settings.

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 invoice 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 invoice settings of.
3. In the left pane of the Settings screen, click Subscription > Subscription Billing.
4. Click the Billing Setup tab and highlight the subscription whose invoice settings you want to edit.
5. Click the Invoice Settings tab and make the necessary edits on the different invoice settings.
6. If you want to add a variable, click Add New beside the setting field that you want to add the variable to.
7. In the Select Value dialog box, use the drop-down list to select the variable description that you want to add and click OK.