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Case 1: Create subscriptions with specific bill-to contacts and payment terms

Learn how to create a subscription with designated bill-to contacts and payment terms.

In this use case, assume that you want to create a subscription with a specific bill-to contact and a specific payment term.

To create such a subscription, perform the following steps:

  1. On the Orders page, click Create New Order.
  2. In the Order Overview section, search for an account by name or account number in the Account field, and choose one account from the displayed search results.
  3. In the Associated Subscriptions section, click Create Subscription.
  4. On the displayed Create Subscription page, configure the following information:
    1. In the Billing and Payment section, select a specific bill-to contact from the Bill To Contact list and a specific payment term from the Payment Term list.
    2. Optional: If you want to see the contact information or payment term information, click View Detail next to the corresponding field.
    3. Click Continue on the lower right corner of the page.
  5. On the displayed Products and Charges section, select a product rate plan and click Add Product.
  6. Click Review Order.
  7. Optional: On the displayed Review Order page, view the bill-to contact and payment term:
    1. In the Associated Subscriptions section, click the Terms tab.
    2. In the Billing and Payment subsection, click View Detail next to the corresponding field to see detailed information.
  8. Click Activate to create the order.

A subscription is created with a specific bill-to contact and payment term.