Adding and Editing Subscriptions

Add and edit subscriptions in the Subscriptions window.

Open the Exo Subscriptions module and select Subscriptions from the Account menu. The Subscriptions window opens:

Note: Clicking the Report button produces a report for each subscription listed on the Search tab.

Adding Subscriptions

To add a subscription, click the New button on the Subscriptions window toolbar.

Enter this information on the Details tab:

Field	Description
Account	The Debtor account to be charged with the subscription
Start Date	The date on which the subscription begins.
Frequency	Select Weekly, Monthly, Quarterly, or Yearly.
Term	The number of times the transaction is invoiced.
Next Bill Date	When the next invoice is due to be issued.
Branch	Select the branch that this subscription applies to.
Contact	Select the Contact that this subscription applies to. You can only select Contacts associated with the selected Debtor account.
Active	Select this option to generate an invoice for the subscription.
Ongoing	Select this option to charge the debtor after the term has expired.

Enter stock items, quantities, and prices in the grid below. Press the arrow buttons to change the order of the items. The unit price should be the periodic charge.

Note: Press CTRL+F2 to open the periscope or press F9 to open Sales Messages.

The Extra tab contains these fields for entering additional information:

Field	Description
Reference 1	The Ref1 field in the DR_TRANS database table. In a debtors invoice, this is the Reference field.
Reference 2	The Ref2 field in the DR_TRANS database table. In a debtors invoice, this is the Customers Order Number field.
Bank Account Number	The Bank Account Number used with Direct Debits if the Bank Account Number on the Debtors account is not to use.
Bank Account Name	The Bank Account Name used with Direct Debits if the Bank Account Name on the Debtors account is not to use.
Notes	Enter information about this subscription.

Click Save.

Editing Subscriptions

To edit a subscription, enter search terms on the Search tab of the Subscriptions window, then click the Search button.

All subscriptions matching the criteria are displayed. Select the subscription to edit and click the button.

Note: To delete a subscription, select it and click the button, then click Delete Subscription.