If you want to create a new customer contract or make changes to an existing customer contract, you can click the “New” or “Edit” button in the top right. This opens the following menu:
Fill in the fields and finish with “Save”.
Subscription:
Pre-filled with the current subscription.
Customer:
Can only be selected when creating a new customer contract. Here you select the customer the subscription should be assigned to.
Discount amount:
Fill this in if a specific discount amount should be given to this customer on each charge.
Discount %:
Fill this in if a specific discount percentage should be given to this customer on each charge.
Start date:
The start date on which this subscription should take effect for the customer.
Serial number item:
This subscription can be linked to one of the customer's serial number items.
As a result, the sales order for this serial number item will show the linked subscription. See also pre-code above.
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.
New / edit subscription
This article walks through how to access and create or edit subscriptions in Sapera
Subscriptions
Create and manage subscription templates in Sapera. Define the period, invoicing method, item lines and settings used by customer subscription contracts during automatic invoicing.
