Creating a Subscription from a Transaction in SuiteBilling

🚨 Need to Create a Subscription from a transaction in SuiteBilling? 🚨

This tutorial will guide you through creating a subscription from a transaction (opportunity, estimate, or sales order) in SuiteBilling.

Step-by-Step Guide 📋

1. Select Transaction Type
   • I’ll be demonstrating how to do this on a Sales Order, but the process is similar for opportunities and estimates.💼
2. Select the Customer
   • On the transaction record, start by selecting the customer. 🧾
   • Complete all the necessary required fields.
3. Add an Item to the Subscription
   • On the Item Subtab, select the item you want to add. For example, choose a recurring item.➕
   • On the right-hand side, you’ll see the Subscription List.
4. Create or Select a Subscription
   • You have two options:
     • Create a new subscription
     • Select an existing one
   • In this case, I’ll select an existing subscription. If creating a new one, you can synchronize the transaction with sales or move lines to pending activation.📑
5. Enter Subscription Details
   • Enter the subscription details, and then click on Add.✏️
6. Save and Approve
   • Once everything is entered, click on the Save button. 💾
   • Depending on your setup, you may need to approve the subscription.

Congratulations! 🎊 You’ve successfully created a subscription from a transaction in SuiteBilling!🌟🎉

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