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Adding Multiple Items to Invoice and Creating an Invoice for a NEW Customer

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Daniel Francis

30 Nov, 2010 08:40 PM

How do you add multiple subscription plans to a single invoice under 1 new customer?

And

Once a customer is created, how do you create new invoices for subsequent subscriptions purchases which would fall under the existing customer?

Our application allows a single customers (business) to by subscriptions for each of its employees. They may be purchased all at once or as needed ( ie. new employee).

Any ideas?

1. Support Staff 1 Posted by Marc Guyer on 30 Nov, 2010 10:08 PM

   

   How do you add multiple subscription plans to a single invoice under 1 new customer?

   It's not possible to subscribe a single customer to multiple plans unless you use unique customer records for each plan. You might want to familiarize yourself with the tracked item system to see if that will do what you want. For multiple items on an invoice, you can have a customer on one pricing plan with multiple "add-ons" via tracked items.

   Once a customer is created, how do you create new invoices for subsequent subscriptions purchases which would fall under the existing customer?

   Future recurring invoices are created automatically.

   Our application allows a single customers (business) to by subscriptions for each of its employees. They may be purchased all at once or as needed ( ie. new employee).

   I'd suggest using tracked items to charge a single business for multiple customers on their account.

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2. Dean closed this discussion on 16 Jan, 2013 03:02 PM.