9.2 - Steps Involved in Sending Subscriptions
Step 1: You need to make sure a deal has all the fields such as contacts, accounts and amounts filled in before you can create an invoice as it throws an error message as below;
Step 2: Once all the information is filled and you are ready to send the invoice, you need to click on the drop down in the right corner and click “Create subscription” to generate and send the subscription.
Step 3: Once you click Create subscription, you will be opened with a form that asks you to confirm subscription. Once you click on the button “Confirm Subscription” the invoice will be sent out to the Contact.
Step 4: You can see the invoice created in the invoice module and also it will be associated with the invoice related list in the deals module.
The status of the invoice will be “sent” whenever the invoice is created and if the contact pays the invoice, the status gets automatically updated into “Paid” as shown in the above screenshot.
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