This printout is a customer-facing document for a single subscription. It gathers the subscription's information on one sheet, which you can save, print or send to the customer — for example as an attachment to an invoice or a sales order.
At the top, the heading Subscription is shown followed by the subscription's number, so the document can be uniquely linked to the right subscription. Then the customer's information, the subscription period as well as the services and line items with their associated amounts that belong to the specific subscription you print from are presented.
The printout is started from Financial, from the subscription linked to an invoice or a sales order. The subscription appears on the invoice and on the sales order, and the printout is generated via the print button next to the relevant subscription.
1. Open the invoice or sales order the subscription belongs to. 2. Find the subscription in the subscription list on the invoice or sales order. 3. Choose the print action next to the subscription.
The printout is generated as a PDF, which can be saved, printed or sent to the customer. There is no Excel variant of this printout.
The printout has no user-selectable parameters. The required reference to the subscription is filled in automatically based on the subscription you start the printout from — regardless of whether you start it from the invoice or from the sales order. You are therefore not asked to choose anything before the document is generated.
Want to know more?
Read more in these related articles:
Customer subscriptions
How to create, edit and run customer subscriptions in Financial. The article covers the list, the editing dialog, the history popup and the batch run dialog.
Subscriptions
Create and manage subscription templates in Sapera. Define period, invoicing method, line items and settings used by customer subscription contracts for automatic invoicing.
