Creating Items for Subscription Plans with Subscription Billing Enhanced UI

A subscription plan is made up of all of the items that define a subscription. These items include recurring services, usage, and one-time charges. Before you can create a subscription plan, you must create item records for the products and services you sell as part of subscriptions.

Note:

Creating items with the Subscription Billing Enhanced UI SuiteApp is the same as creating them using the Time-Based Pricing feature without the SuiteApp.

To create an item for a subscription plan:

1. Go to Lists > Accounting > Items > New.

2. Subscription items must be either a non-inventory item or a service item for sale. Other item types are not available on subscription plans. Do one of the following:

   • To add a non-inventory item, under Non-inventory Item, click For Sale or For Resale.

   • To add a service item, under Service Item, click For Sale or For Resale.

3. In the Item Name/Number field, enter a value.

4. Specify values for the Class, Department, and Location fields, if needed.

   Note:

   Subscription Billing Enhanced UI SuiteApp also lets you define or modify the class, department, and location for subscription lines. For more information, see Class, Department, and Location Fields on Subscription Lines.

5. Complete any additional fields.

6. Click the Accounting subtab.

7. From the Tax Schedule list, select a tax schedule. To add a new tax schedule to the list, click the Open arrow.

8. Click the Preferences subtab.

9. Clear the Can Be Fulfilled/Received box.

   Note:

   For non-inventory items, this box is checked by default and you must clear it. For service items, this box is cleared by default.

10. Click Save.

For more information on the item record and using items, see Using Item Records.

General Notices