Add a new Subcription | Scribe

    Add a new Subcription

    • 9 steps |
    • 41 seconds
      alert ordinal icon
      Alert! \[System Admin\] permission is required to *edit* an existing subcription. Only \[Admin+Billing\] permission is needed to add a new Subscription
      1
      go to invoices widget and Click "Subscriptions"
      2
      Click "Add Subscription"
      3
      Enter the name of Recurring charge
      4
      Select GL expense account you want to track this invoice recovery too
      5
      Select the Frequency of how often this recurring charge should run
      6
      Set the default price of this recurring charge
      7
      \[Optional\] MSRP value can be set if you would like to capture any agent savings on a recurring charge to count towards the agents marketing savings on the Broker 360 Report
      alert ordinal icon
      Alert! When activating a use on this subscription you will be able to override the recurring charge for that particular user. The difference between the set MSRP amount and the agent override amount will be what is captured towards the agents marketing savings.
      8
      Select which day of the month you want the recurring charge to trigger
      9
      Add a decription and click save.