To view ZAB Billing Profile Separate options, first save your Billing Profile, then reopen to Edit and add Separate Fields under the Separate Subtab.
- The ‘Separate’ Function enables Charges to be separated/split into multiple transactions, as opposed to staying on a single transaction per Subscription.
- For example, if a Customer wants to have separate Invoices for software and hardware, Charges may be “Separated” by Item Category.
- To use the ‘Separate’ feature, select at least one field from the Charge record in the list below. The Separate sub-record references Charge Field Definitions. Charges will be separated into transactions based on the unique values present in that field.
- If multiple fields are specified, the combination of these fields will determine the groupings for how the Charges will be separated. This is functionally similar to NetSuite Search Criteria. For example, separating by both Start Date & Item Category would have multiple transactions for each Start Date as well as each Item Category.
Example: Charges will be separated and placed on Sales Orders by their respective Location:
- Two Subscription Items on the same Subscription. Each Subscription Item is tied to a different 'Location'
- Billing Profile Separating Charges by 'Location'
- Comparison: Before applying the Billing Profile, Charges land on the same Sales Order. Once applied, Charges are separated by Location, resulting in two Sales Orders