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Creating contracts for recurring invoices

Under the account Account, you should see a related list Related List of contractsContracts. The contract can be created by pressing the new New button on this related list. After pressing this, GoMeddo Subscription Management requires you to fill in data, related to the contractual agreements you’ve made. This includes contract termsContract Terms, administrationAdministration, notice terms Notice Terms etc. Most of these fields are explained on the layout by hovering the little ℹ icon.

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After you have saved the contract Contract, you are able to add contract products Contract Products. These are the products that are part of the contract and that are actually invoiced. In the example below, you can see one active contract product Contract Product and the option to add new contract products as well.

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When contract products Contract Products are activated, we can see which invoices will be created on which dates. In the example below shows a list of orders/invoices that have been sent. Also, you see the upcoming orders/invoices.

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To create a one-time invoice we need to create an order first. Multiple orders can be grouped on one invoice.

An order Order can be created on the account Account. In the related lists, you will see the orders Orders and are able to add a new one. You need to fill an administration and a start date. The status should be draft.

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On the order, you should be able to add order lines under the related lists by pressing the add products button.

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The orders will be automatically invoiced based on the scheduled jobs.

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Manual Invoice

If you need to manually invoice the order you can go to the account Account. Select the order in the Go to the Orders related list andpress the “create invoice” button which shows this screen View All. Select the Orders for which you want to invoice and press the Create Invoice button.

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