Introduction

GoMeddo Subscription Management is a product that is built on top of Salesforce and works with platform and Service/Sales Cloud licenses. It can be used for recurring and one-time invoicing.

Objects that are default to any Salesforce environment are extended to provide functionality for contract management. Including (recurring) invoices, automatic contract extensions and contract termination and a lot more!

GoMeddo Subscription Management handles VAT calculations in addition to Orders by utilizing Salesforce's default Products and Price Books. Jobs can be scheduled to convert Contract Products into Orders with Order Products. Another job will manage the orders, grouping them under an Invoice.

This flow represents a simplified view of the model. An Account may have a Contract and Contract Products (sometimes referred to as Contract Lineitems or Contract Lines). The Orders and Order Products contain sales information (what has been sold).

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Basic subscription flow

Subscriptions start with contracts, outlining the agreed-upon details discussed with the customer, including the products they're purchasing. Orders are then generated from these contracts. Users can create orders manually by pressing a button on the contract or automatically through a scheduled job that takes into account the contractual dates.

Additionally, users can manually create orders in the system by selecting the account and products, allowing them to insert orders directly. This feature is useful for handling one-time products, for example.

Once orders are placed, they are consolidated into an invoice record. Optionally, this record can generate a PDF and an email to be sent to the customer.

Next Steps

In order to get started with GoMeddo Subscription Management, we invite you to follow the sections below:

1. Install & Upgrade

2. Configure GoMeddo Subscription Management