Invoice subscriptions

Using Profit Subscriptions, you can easily automatically generate invoices for amounts that have to be invoiced periodically. Profit automatically suggests subscriptions which are eligible for invoicing on the basis of the cycle set.

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Description

In order to determine which subscriptions are eligible for invoicing Profit first looks at the lines of the subscription. This means that if at least one line of the subscription is eligible for invoicing, you see the subscription (in full) displayed in the wizard for invoicing.

Using pro forma invoicing you can generate and analyse pro forma invoices, so that it is always clear which subscriptions Profit is going to invoice.

You can send subscription invoices to sales contacts directly after generating them, either as an e-mail or in printed form.

Reference date

There are several possibilities for the timing of the invoicing: you invoice in advance for the (following) cycle, you invoice during the cycle or afterwards. You do this using the Reference date. In most cases you invoice in advance.

In the case of monthly invoicing and an invoice run on 15 January with a reference date of 15 February, you invoice the monthly amount for February in advance.

For the Reference date, Profit also takes into account the Number of days in advance that is entered in the subscription.

Profit always determines the invoicing period in days. This means the number of days starting from the date in Invoice from to the Start date invoice cycle or the end date in the line.

Procedure

• Pro forma invoicing

  With pro forma invoicing in Profit Subscriptions you can see in advance what you are are actually going to invoice.

• Automatic invoicing

  You can automatically invoice subscriptions that are eligible for invoiced.

• Deviating collection of a subscription invoice

  You can deviate from the specified collection setting in the generated invoice.

• Issue invoices

  You can select the way in which the invoices are issued: print invoices manually, e-mail one invoice or use the Output wizard to issue multiple invoices in bulk using the method set as the preference for the contact.

• View a subscription invoice

  You can view the generated subscription invoice.

• View subscription invoice lines

  You can view the invoice lines for subscriptions.

• Print a subscription invoice again

  You can always print the subscription invoices and pro forma subscription invoices again, even after carrying them forward to the financial administration.

• Manually credit a subscription invoice

  You can credit a subscription invoice manually:

• Collectively delete subscription invoices

  You can delete obsolete subscriptions collectively.

Also see

• Conditions for showing a line in cycle invoicing