New or edited subscription (finance)
Finance roles can create a subscription by hand, for example for a contract signed before ASTRO, and change an existing one. Most subscriptions come from a won deal or an accepted quote instead.
Create or change one
- Select New subscription on the list (or on a company's Subscriptions tab), or Edit on a subscription.
- Fill in the Customer, the Billing contact and, if any, the Reseller.
- Choose the Status. For a trial, choose the Trial length (30 or 90 days, or another end date).
- Set the Subscription start, Contract start, Term (months) and Renewal date (start plus term unless you change it).
- Fill in Billing and the lines, then select Create subscription (or Save).
On a live subscription the money and dates are fixed. Changing its lines makes a dated amendment: choose when Amendment takes effect on, and select Save amendment. The changed lines end the day before and the new ones start on that date, priced from the customer price list in force then.
The status is not changed here: use the status actions on the subscription's page. If someone else saved the subscription while you were editing, select Reload the subscription.