Copying a Subscription or Billing Account
Copying a subscription or billing account saves time by reusing existing information.
To copy a subscription or billing account:
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Under Setup > Company > Enable Features > Transactions > Billing, enable Time-Based Pricing.
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In billing accounts and subscriptions in View mode > Actions > list view, select Make Copy.
Regardless of the subscription status, Make Copy is in billing accounts and subscriptions in View mode > Actions > list view. Copied subscriptions have the default status.
Make Copy creates a billing account or subscription in the Create mode with most fields automatically filled from the original record.
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The start date for copied subscriptions and billing accounts defaults to the current date.
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If the original subscription has an evergreen term, the copied subscription has an evergreen term.
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If the original subscription has a standard term that was extended, the copied subscription's term is customized to include the full period.
Copied subscriptions have the Currency and Subscription Plan locked because changing these values resets all subscription values.
Changes to subscription intervals, such as Modify Pricing change orders, are copied and converted into time-based pricing intervals with the same values. Terminations, suspensions, and reactivations aren't copied.