Sending invoice from your GL vs. Subscript

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Please consider sending invoices out of Subscript using your Gmail or Microsoft email for the best experience and more advanced features in Subscript.

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• We recommend to send invoices straight from Subscript (they will copy into your GL and the customer record will be linked between the two) because you have more flexibility and control when doing this (including the option to send invoices through your Gmail / Microsoft email).
• Some customers want to still have the invoice sent through the GL because they have some specific customization that their customers are used to and mandate that Subscript doesn’t currently handle (placement of particular fields, etc).

Before setting up settings

Most customers will have a GL that we integrate with. Please ensure that your integration is complete before setting up your Billing Settings. Your data solutions team member will help you with this.

How long will this take me to do?

For most people, it will take <10 minutes to set up your Billing Settings in Subscript.

Settings if you choose to send invoices via Subscript

This section of the tutorial covers the following settings:

• General Settings (click toggle to see all)
• Invoice Settings (click toggle to see all)
• Collection Sequence (dunning)

Other relevant settings:

• Invoice numbering
• Revenue recognition schedules