1. Setup your Administration
Navigate to the Subscription25 app, either in Salesforce Classic or in Salesforce Lightning
Click on the Administrations tab
Create a new record to reflect your Company/administration
Billing details are needed, which include bank, address and contact details which will be used on the invoice template.
If you sync Subscription25 with any of the default financial systems included in the package (at the moment Exact Online and Twinfield are supported). you need to fill in the synchronisation details.
If you are using the default Invoice template that Subscription25 provides you, you can overwrite the logo and footer using the designated fields.
For e-billing, you need to set up the Email billing fields
Don’t forget to mark your administration as Active by using the checkbox
2. Setup VAT Rates + VAT Codes
Vat Rates are percentages indicating the VAT that should be calculated on top of the products. A VAT code is a relation between a VAT Rate and the Administration to make sure that you are only allowed to use a certain percentage within an administration. For example; Vat high in the Netherlands is 21%. In this case, there would be a VAT Rate called VAT 21%, and a VAT code called VH, related to the Dutch administration specifying we can use this rate in this administration.
Click on the VAT Rate tab
Create records for every VAT Rate that you need to use. You can specify if this is the Default VAT Rate to use and if it should be shown on the invoice.
Return to the administration you just created and press the related tab
Create VAT Code records for every VAT Rate you want to use in this Administration
3. Setup Contracts
First off, we need to add some fields to the page layout for Contract. Subscription25 comes with a default Contract layout which has these fields included and which you can assign to profiles.
Navigate to the Object Manager in Setup
Navigate to the Contract object
Click the Page Layouts tab
Click the Page Layout Assignment button
Reassign the Subscription25 page layout to the correct profiles
Now we need to add some statuses to the default status picklist of the contract.
Navigate to the Fields & Relationships tab
Click on the Status field
Add three new statuses all of the type Activated
Ready
Closed
Terminated
Reorder the list so it looks like:
See more about these statuses on this page Contract Statuses
Next step includes the setup of products and the setup of debtors