Creating a customer subscription
OverviewThis article explains when to use creating a customer subscription, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when you are addi
Overview
This article explains when to use creating a customer subscription, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when you are adding something new and want a clearer explanation of the fields and decisions on the create flow.
How it fits into the flow
Creating a customer subscription sits within Work / Customers. It is designed to work alongside related articles such as Creating a customer, Customer billing request flow, Customer communication actions, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Go to, Edit, Create subscription, Cancel, View Setup Link.
Important fields
- Amount (£): Complete this value carefully before you save.
- Frequency: Choose the option that best matches the current record.
- Day of month (1–28): Complete this value carefully before you save.
- Validation: Customer: Required. Whole number. Must match an existing record.
- Validation: Amount: Required. Numeric value.
- Validation: Currency: Optional. Text value.
- Validation: Name: Optional. Text value. Maximum 255 characters.
- Validation: Interval Unit: Required. Text value.
- Validation: Interval: Optional. Whole number. Minimum 1 characters. Maximum 12 characters.
- Validation: Day Of Month: Optional. Whole number. Maximum 28 characters.
- Validation: Start Date: Optional. Use a valid date.