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:
- On the Orders page, click Create New Order.
- 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.
- In the Associated Subscriptions section, click Create Subscription.
- On the displayed Create Subscription page, configure the following information:
- 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.
- Optional: If you want to see the contact information or payment term information, click View Detail next to the corresponding field.
- Click Continue on the lower right corner of the page.
- On the displayed Products and Charges section, select a product rate plan and click Add Product.
- Click Review Order.
- Optional: On the displayed Review Order page, view the bill-to contact and payment term:
- In the Associated Subscriptions section, click the Terms tab.
- In the Billing and Payment subsection, click View Detail next to the corresponding field to see detailed information.
- Click Activate to create the order.
A subscription is created with a specific bill-to contact and payment term.