One customer for sales, billing and licences

What moves

Subscriptions and licences point at a customer in this register. Renames follow, and a merge moves them to the survivor.

Before you start

• Subscriptions & Licensing in your plan
• Subscriptions in your plan (Parties is part of every plan)

Step by step

1. Subscriptions managerSubscriptions & Licensing

   Creates a subscription for a customer from the register.

   You see:The subscription names the party.

2. SystemSubscriptions & Licensing

   Refreshes its customer copy on change.

   You see:Subscription lists show current names.

3. Finance controllerContacts & Partners

   Merges a duplicate customer.

   You see:Subscriptions and licences move to the survivor.

Related

• Contacts & Partners
• Subscriptions & Licensing
• One customer record shared by every module
• One register of customers and vendors
• Orders point at the shared customer
• Two records for one company are reviewed and merged
• A customer entered by sales is invoiced by accounting
• Connections between modules