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How do I see which subscriptions are due for billing?

Open Subscription Agreement Scheduled, give a Date From and Date To that cover the agreements' dates, and read the Schedule Date column. Then raise the invoices in Receivables yourself: nothing is invoiced automatically.

Screen
Subscription Billing › Billing Plan › Subscription Agreement Scheduled
Who
Billing staff
Takes effect
-
Needs first
Saved agreements with a First Invoice date, Date To and Billing Interval

Steps​

  1. Open Subscription Agreement Scheduled.
  2. Set the criteria. Date From and Date To select agreements by their agreement date, not by billing date: use a wide range, for example the last five years.
  3. Sort or group by Schedule Date and read the rows of the coming month.
  4. Raise each invoice on Customer Invoice in Receivables for a customer agreement, or record the bill on Vendor Invoice in Payables for a vendor one.

If something looks wrong​

  • An agreement is missing. Its agreement date is outside the criteria range.
  • Invoice Created says No for rows already invoiced. That column is never filled: keep track of invoiced periods yourself.