Subscription articles

Before you can add subscriptions and invoices, you must add the articles that you can select in the subscriptions.

Contents

Description

You can add three types of subscription articles:

  • Subscription item without purchase

    A subscription article without purchase is the simplest subscription article. You cannot link a normal article to this.

  • Subscription item with purchase

    For a subscription article with purchase you invoice the same amount periodically; except on the first invoice you also invoice a one-off amount, for example for 'the purchase' or administrative costs. This one-off amount is calculated via a normal article. The amount of this article therefore only appears on the invoice the first time, which explains the name ‘with purchase’. You add this normal article before you add the subscription article to which you want to link it.

  • Assembled item

    You use an assembled item to put several specific subscription articles with individual sales prices on an invoice at the same time. Furthermore, using this method you can enter the revenue for each article on a different turnover account.

These articles are actually the subscriptions themselves (for example magazine, licence, maintenance contract). You can include several subscription articles in a subscription.

You determine the price of a subscription based on the subscription articles.

Procedure

  • View a subscription article

    You can view the subscription articles.

  • Add a subscription article without purchase

    When you invoice a subscription article without purchase you invoice the same amount periodically.

  • Add a subscription article with purchase

    You can add subscription articles with purchase. In case of a Subscription item with purchase you invoice the same amount periodically; only on the first invoice a one-time amount is also invoiced, for example for ‘the purchase’ or administration charges.

  • Add an assembled item for subscriptions

    You can add an assembled item to use in a subscription. You use an assembled item to put several specific articles with individual sales prices on an invoice at the same time. Furthermore, using this method you can enter the revenue for each article on a different turnover account.

  • View assembled item lines

    You can view the assembled item lines for subscriptions.

Directly to

  1. Subscriptions configuration
  2. Configuration of Profit Financial
  3. Subscriptions configuration sequence
  4. Articles and authorisation integration
  5. Authorise subscriptions
  6. Add subscription types
  7. Add reasons for terminating a subscription
  8. Set preferred values for subscriptions
  9. Subscription numbering
  10. Set up the immediate addition of another subscription
  11. Configure Subscriptions in InSite
  12. Integration with Profit Financial
  13. Add a subscription article
  14. Sales contact profile for a subscription
  15. Configure a sales contact for a subscription
  16. Import subscriptions