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We assume you have gone through the installation of Subscription25 as described in the Set up Subscription25 page. |
Subscription25 works on the objects that you already know in Salesforce. So accounts, contact, orders, products and contracts. When Subscription25 is installed correctly you should be able to perform a number of task as a user.
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Creating contracts for recurring invoices
Under the account, you should see a related list of contracts. The contract can be created by pressing the new button on this related list. After pressing this Subscription25 requires you to fill in data, related to the contractual agreements you’ve made. This includes contract terms, administration, notice terms etc. Most of these fields are explained on the layout by hovering the little ℹ icon.
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