When you are satisfied with the subscription entries, the next step is to post and create invoices using the Post & Create Invoicesaction on the Subscription Batch page's Home menu. This process will go through the selected batch entries and create the actual Business Central invoices based on the entries.
The posting process does the following:
- Updates statuses - On-hold membership entries are re-assigned to status Active (if the on-hold period has ended). Expired memberships get status Inactive. Memberships that expire within the billing period are changed to Inactive and will not be included in next billing process.
- Updates dates - The access from/to dates of each membership are updated according to the billing period.
- Updates batch status - The batch status will be updated to posted and the next billing period dates assigned.
- Updates pricing - The membership prices may be updated, depending on the pricing commitment date and if pricing has been changed.
You can execute the posting process at any time. Make sure, however, that the batches are posted in correct sequence, that is oldest first. Also, the batch should be posted before the next billing process is executed for the same subscription type.
When the posting is done, the batch entries cannot be modified and are marked as posted.
This process only creates the Business Central invoices. You must use standard Business Central functions to post, print, or email the invoices.
Note: You can access membership tasks from Tasks page. The Reset Member Club Codes task is used to go through all memberships and to change status to Inactive on those that have expired. Also, this process resets the member club code to default on all members who do not have active memberships. We recommend that you execute this process prior to running the subscription process, but this process can also be executed on daily basis.