Making a Copy of a Subscription or Billing Account
Making a copy of a subscription or billing account saves time re-entering repeated information when creating a similar subscription or billing account.
To make a copy of a subscription or billing account:
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Under Setup > Company > Enable Features > Transactions > Billing, enable Time-Based Pricing.
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In the list view under Actions for billing accounts and subscriptions in View mode, select Make Copy.
Make Copy is in the list view under Actions for billing accounts and subscriptions in View mode regardless of the subscription status. Copied subscriptions are set to Default status.
Make Copy creates a billing account or subscription that opens in the Create mode with most fields sourced and automatically filled from the original record.
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The start date for copied subscriptions and billing accounts defaults to the current date.
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When the subscription term is currently evergreen, the new copy's term is evergreen.
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When the original subscription term is a standard period that has been extended, the copied subscription's term is customized to capture the full period.
For subscriptions, the Currency and Subscription Plan are locked on the copied subscription because these values reset all values on the subscription.
Changes to intervals that occurred on subscriptions, such as Modify Pricing change orders, are copied and converted into time-based pricing intervals with the same values. Terminations, Suspends, and Reactivations are not copied.