Configure a sales contact/debtor for a subscription

Every customer with a subscription must occur in Profit as a sales contact and debtor. You can set specific preferences for each sales contact.

Description

For each sales contact you can specify how and to which contact person you want to issue the subscription invoice (e-mail, PDF, e-invoice and/or as printout).

You can also block sales contacts. If you do, it is still possible to perform certain actions on subscriptions.

Procedure

• Set up the sales contact for issuing subscription invoices

  For each sales contact you specify if they want to receive the invoices by e-mail and/or if you print the invoice and supply it by regular mail. When an invoice is actually issued, Profit automatically applies the correct issue method for each sales contact.

• Block a sales contact for subscriptions

  You can temporarily or completely block sales contacts. If you do, you can still carry out certain actions for subscriptions.