About Mfischer

Mfischer · ‎04-04-2018

Thanks. Worked perfectly.

Mfischer · ‎04-04-2018

Thank you for your reply. I've tried this and have one issue and maybe you can help me with it. We have two items on the subscrition and in that case the subscription number and our customer field appear twice in the upper subscription table. If there is only one item on the subscription it only appears once. Is it possible to limit it so that it only appears once and isn't tied to the number of items within an subscription?

Mfischer · ‎04-03-2018

We have a custom field on our subscription that we need to appear in our invoice template. I've tried about 20 different versions of our template to get this to work and I can't make it happen. I noticed that the Subscription Number appears to pass through to the Invoice Item object (InvoiceItem.SubscriptionNumber field) can our custom field that is attached to the Subscription Object be passedd though to the Invoice Item object? If not is there a better way for me to get this custom field on our invoices?

Mfischer · ‎03-22-2018

We have custom fields on our subscriptions that we would like to update at the point when we create the subscription in the mass order entry process. At the very least the ability to do a mass update of custom fields after the fact. I can see us wanting to do this also at the account level. I don't understand why we don't have the ability for either of these options.

Mfischer · ‎09-06-2016

Thanks for this suggestion. I didn't even know about this ability.

Mfischer · ‎09-02-2016

We have an account with a cancelled subscription that we expected would pay the remaining balance due. They haven't and we are wanting to write-off that balance. How can we do this without doing an invoice adjustment? The balance is already reserved for in our financials and we don't want it to effect revenue. I would like to do a one-time credit memo/negative invoice that hits our reserve account and not our revenue accounts. Is this possible?

Mfischer · ‎06-02-2016

Thanks Matt that did work. Now the trick is we are integrated with SF so I'll need to figure out how to setup that term start date with a subscription I import from SF. Any ideas? Mary

Mfischer · ‎06-01-2016

We have a new product that I'm trying to setup a sku for. In our contract with our customer the contract effective date is different from the service activation date which is the billing trigger. The term of the subscription is off of that activation date. How do I setup the sku such that full term is billed out as of that activation date? I've seen a post that this feature is implemented but I can't find documentation on how to setup the sku to make this happen. Every sample I try to create only bills out for the short stub period from the activation date to the end of the subscription term which is based on the contract effective date. An example is: The contract is signed for a 12 month term on May 15, 2016 (contract effective date), the activation date is June 15, 2016. When I bill this out it only cover the period from June 15, 2016 through May 15, 2017. This is one month short of the 12 month term.

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Re: How to get a subscription custom field on and invoice template.

Re: How to get a subscription custom field on and invoice template.

How to get a subscription custom field on and invoice template.

Mass customer field data entry. Either at creation or after the fact.

Re: Writing off an account balance with an A/R balance

Writing off an account balance with an A/R balance

Re: Can not update this Subscription's Service Activation Date if there is a closed Accounting Perio

Can not update this Subscription's Service Activation Date if there is a closed Accounting Period