Open Client Cards of Subscription Agreements Ready for Billing

Use the Subscription Agreements Ready for Billing submodule to open the client cards of subscription agreements ready for billing.

To use the Rejected Entries submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the client card of a subscription agreement ready for billing:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Rejected Entries.
  3. Highlight the subscription agreement ready for billing whose client card you want to open.
  4. Double-click on the corresponding Client field.
    WorkBook opens the client card.