Case 1: Create subscriptions with different bill-to contacts and payment terms
Explains how to create subscriptions with different bill-to contacts and payment terms, and how to generate invoices for these subscriptions.
In this use case, subscriptions are created with different bill-to contacts and different payment terms. Subscriptions are invoiced based on the bill-to contact and payment term.
As listed in the table, the four subscriptions can be categorized into two groups based on the bill-to contact and payment term. Subscriptions S001 and S002 are one group. For this group, the bill-to contact is Steve America and the payment term is Net 30. Subscriptions S003 and S004 are the other group. For this group, the bill-to contact is Tom Lee and the payment term is Net 45.
To generate invoices for these subscriptions, use the Generate billing documents by account ID operation with the autoPost field set to true.
- Invoice INV001 is generated for S001 and S002, with the bill-to contact as Steve America and the payment term as Net 30.
- Invoice INV002 is generated for S003 and S004, with the bill-to contact as Tom Lee and the payment term as Net 45.
| Subscription | Generated Invoice | ||||||
|---|---|---|---|---|---|---|---|
| Subscription Number | Bill To Contact | Subscription Term | Effective Start Date | Payment Term | Invoice Number | Bill To Contact | Payment Term |
| S001 | Steve America | 12 Month | 2022-01-01 | Net 30 | INV001 | Steve America | Net 30 |
| S002 | Steve America | 12 Month | 2022-01-01 | Net 30 | |||
| S003 | Tom Lee | 12 Month | 2022-01-01 | Net 45 | INV002 | Tom Lee | Net 45 |
| S004 | Tom Lee | 12 Month | 2022-01-01 | Net 45 | |||
After invoices are generated, you can create a payment for invoice INV001 and another payment for invoice INV002.