A recurring-billing arrangement for an account covering one item (or itemComponent): quantity, pricing (priceList/priceListRule, unitPrice, unitCost, markup fields, taxGroup), billingFrequency and chargeType, and the billing clock (startDate, endDate, lastBillingDate, nextBillingDate, terminatedDate, goodwillDays). chargeType splits the billing model: Recurring subscriptions whose nextBillingDate has arrived (and which are not terminated or ended) get an invoice generated directly from the subscription, while Usage subscriptions are billed from their SubscriptionUsageSummary rollups, with slab pricing applied from the item's consumption schedule. Each billing pass stamps lastBillingDate and advances nextBillingDate by the billing frequency. Often originates from an Order/OrderLine and can be tied to an Asset; child SubscriptionUsage rows carry the raw metered consumption.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup → Account | | |
Amount | Amount | Currency | | |
AssetId | Asset | Lookup → Asset | | |
BillingFrequency | Billing Frequency | PickList | | Monthly, Quarterly, Semiannual or Annual - the step nextBillingDate advances by on each billing pass. An unrecognized or empty value advances monthly. Values: Semiannual. |
BillingType | Billing Type | PickList | | Values: Advance, Arrears. |
BranchId | Branch | Lookup → Branch | | |
ChargeType | Charge Type | PickList | | Splits the billing model: Recurring subscriptions are invoiced directly from the subscription when nextBillingDate arrives, while Usage subscriptions are billed from their SubscriptionUsageSummary rollups with slab pricing from the item's consumption schedule. Values: Recurring, Usage. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
EndDate | End Date | Date | | |
GoodwillDays | Goodwill Days | Number | | |
Id | Id | Guid | Yes | |
InvoiceGroup | Invoice Group | PickList | | Invoice Group(Future Use) |
IsPriceBundled | Is Price Bundled | Boolean | | |
ItemComponentId | Item Component | Lookup → ItemComponent | | |
ItemId | Item | Lookup → Item | | |
LastBillingDate | Last Billing Date | Date | | |
LastModifiedById | LastModifiedBy | Guid | | |
MarkupAmount | Markup Amount | Currency | | Markup Amount (Future use) |
MarkupRate | MarkupRate | Decimal | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Subscription Name | Text | Yes | |
NextBillingDate | Next Billing Date | Date | | The due date the billing passes select on: subscriptions with this date arrived (and not terminated or ended) are picked up, invoiced, and the date is advanced by the billing frequency while lastBillingDate is stamped. Invoice lines created against the subscription outside the batch pass advance it the same way. |
OrderId | Order | Lookup → Order | | |
OrderLineId | Order Line | Lookup → OrderLine | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
PriceListId | Price List | Lookup → PriceList | | |
PriceListRuleId | Price List Rule | Lookup → PriceListRule | | |
PricingMethod | Pricing Method | PickList | | Pricing Method(Future Use). Values: List Price. |
Quantity | Quantity | Number | | |
RecordTypeId | Record Type | Guid, hidden | | |
SchemeLineId | SchemeLine | Lookup → SchemeLine | | |
StartDate | Start Date | Date | | |
TaxGroupId | Tax Group | Lookup → TaxGroup | | |
TerminatedDate | Terminated Date | Date | | |
UIProps | UI Props | Text | | |
UnitCost | Unit Cost | Currency | | Unit Cost(Future use) |
UnitPrice | Unit Price | Currency | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
Edit | Edit | EditInline | Edit Subscription |
Edit | Edit | Edit | Edit |
Editinlist | Edit | Edit | Editlistrom |
New | New | New | New |
New | New | New | New Subscription |
