SuiteBilling Management

This chapter describes frequent tasks for managing subscription billing.

The SuiteBilling Management chapter includes the following sections:

• Creating a New Stand-alone Subscription

• Creating a Subscription from a Transaction

• Updating a Subscription on a Transaction

• Activating a Subscription

• Creating Usage Records

• Managing Rating Runs

• SuiteBilling Subscription Revisions

• Voiding a Change Order

• Clearing Revisions

• Change Order Type-Specific Revenue Impacts

• Terminating a Subscription Line Item

• Suspending a Subscription Line Item

• Reactivating a Subscription Line Item

• Removing One-Day Charges

• Modifying Pricing

• Closed Subscriptions

• Renewing a Subscription

• Adding Renewal Information to Subscription Plans

• Deleting a Subscription

For instructions about creating the prerequisite parts of a subscription, see:

• Creating Items for Subscription Plans

• Creating Subscription Plans

• Creating Price Plans

• Creating Price Books

• Creating Billing Accounts

After you've created all its necessary parts, you can create a subscription.

To move the subscription through the approval process, use change orders to change its status. For overview diagrams of creating and renewing subscriptions, see SuiteBilling Process Diagrams. For fundamental information about change orders, see SuiteBilling Change Orders.

A new subscription's status is initially Draft or Not Included. In the Draft status, subscriptions don't affect revenue or charges. An approved subscription's status changes to Pending Activation. A subscription's status changes to Active when the subscription is activated. You also can manually change the status of individual subscription items.

To move a subscription through its life cycle, use change orders to update the subscription or its components. If a customer decides to temporarily suspend their subscription, create a Suspend change order. When the customer is ready to restart their subscription, create a Reactivate change order.

You also use change orders to update pricing.

Subscriptions can be created from sales opportunities, estimates, or sales orders. Create subscriptions based on:

• Customer

• Billing Account

• Subscription Plan

• Price Book

• Start Date

• Subscription Term

• Subscription Renewal

You can also create a new stand-alone subscription without using an existing transaction.

For fundamental information about change orders, see SuiteBilling Change Orders.

General Notices