Subscription
Last updated
Last updated
This section focus on how to create subscription. See separate section describing about invoicing subscriptions.
Subscription function is an optional function. If you can't find the tabs described below - please contact the Milient Software Support.
Go to Administration - Projects. To add Subscriptions to an existing project, double-click on the current project or click on the pencil to the right of the current project row. The project card opens and the Subscriptions tab is visible. Click on Create subscription to create a new subscription.
Then time to start entering the information for the subscription. Proceed as follows:
Name the subscription. If you will have several subscriptions in the same project, it is important to remember to name it so that you can easily distinguish them from each other.
Then fill in the Subscription period in the form YYYY-MM-DD. If a subscription runs until further notice, leave the end date field of the subscription period blank.
Enter the date of the First subscription report to be created.
Enter the Invoicing interval, for example '1' for monthly invoicing, '6' for half-yearly invoicing or '12' for annual invoicing.
Check the checkbox Show period on reports if you want a free text note on the invoice about which period the invoice refers to.
Also specify when the system should warn you that the contract is about to expire (this information is not relevant for contracts that run until further notice).
You can also add a comment.
You can now add the rows to be invoiced by the subscription. To add subscription rows, click Add on each line you want to add. If more rows are to be added to the subscription invoice, these are added by clicking on new for time and/or article. Don not forget to save if you add additional information.
Add article - Enter a User and an Article before clicking Save for the current row. Enter Price per unit (if price is not specified, price is retrieved from the item article register or the pricelist of the project), enter the number of item articles and any internal cost of the article.
Add Time - Enter User and Activity before clicking Save for the current row. (NOTE! If you want to add time, there must be at least one activity selected in the project).
If you want to have multiple subscriptions on the same project, go back to the top and click Create subscription which is located above the existing subscription. Then fill in the information above again.
To provide a simpler overview, the various subscriptions can be folded together. In the row that remains, only the name of the subscription is shown. To see the details, just click on the row to open the view again.
Once you have created the subscription(s), they are listed on the Subscription tab in the project. If necessary, you can adjust the rows in the subscription and extend the end date.
It is not possible to adjust the Start Date and Invoicing Interval after you have created the first invoice. If any of these need to be adjusted, you must instead terminate the existing subscription and create a new subscription for the new configurations. This is because otherwise the wrong information of the invoice will be created.
If a subscription has been created, it can no longer be deleted. If you do not want it to remain, you can end it by clicking on the end icon . The end date of the subscription is then set to the date of the last invoice period (end date).
If there is nothing billed on a subscription, you can delete it using the trash can . If at least one invoice is created by subscription already, you can close it instead. This ensures that the information remains and can be followed up.
