Pending costs and credits
In order to add costs or credits to a subscription, please follow these steps:
Summary:
Access to the interface
In the navigation bar, click on Customers > Customers.
Double click on the customer you would like to charge extra costs or give a credit.
In the Customer Details interface, click on an active subscription in the Subscriptions box.
Scroll to Pending costs and credits.
Add costs
Click on Add cost to:
Add a description, quantity, price, VAT rate in the existing order line.
Click on Add order line to add a new line.
You can decide whether you would like to display the Subtotal before or after taxes by activating the switch
.
Click on
.A popup confirms you the changes you made.
Add credits
Click on Add credit:
Insert a description and a amount.
Decide if you would like to apply the credit now or on a later point in time. If later, you can set the date.
Click on
.A popup confirms you the changes you made.
The costs and credits you added are visible in the list Pending costs and credits:
Click on the icons to see the details.
In the next invoice the costs and the credits will be listed and taken into consideration.