How do I process new subscriptions?

The processing of subscriptions starts from the menu by selecting 'Process subscriptions' from the dropdown menu of 'Modules'.

A dialog will appear, collecting the subscriptions that need to be processed. In the first step of the dialog, the subscription period is specified. The period has a 'From date' and a 'Till date' and is prefilled with the current month if the current day of the month is less than 16. If the current day is 16 or higher, the system assumes a run for the next month and the dates will be filled with the next month. The user is free to enter other dates. It is possible to use dates in the future. This allows the system to "run ahead". The To date is important, as all selected customers with a 'Next date' less than or equal to the To date will receive a line.

Select 'Next' to proceed to the subscription selection.

On the subscription selection screen:

• Using the checkbox in the column header, all subscriptions can be selected at once.
• Using the checkbox for a specific subscription, that subscription can be selected.
• Using the link in the customer column, the customers can be displayed.

Select 'Next' to confirm the subscription selection.

Select 'Confirm' to execute the subscriptions.

The overview screen of tasks will appear. The system will now process the subscriptions in the background. This may take a few minutes.