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I want to invoice today, but Revenue Schedule is not yet known

Danielle
  • Updated
  1. Navigate to Menu > Finance > Revenue Rules. 
  2. Create a new Revenue Recognition Rule with Custom as the Recognition Method.
  3. Click +Add in the Entries section. 
  4. Set Period Offset at 0. 
  5. Set Percent to Recognize at 100%.
  6. Save the Revenue Recognition Rule. 
    Custom
  7. Navigate to the associated Subscription.
  8. Create a one-time Charge on the associated Subscription with Charge Billing Date set to Completion Date. 
    One
  9. Save when finished. 
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