🔎 How to Identify Subscription Billing (SB) Details

This guide explains how to locate and understand subscription billing (SB) details from an originating opportunity.

📍 Locating Subscription Billing Details

1. Open the originating opportunity in the system.
2. Scroll down to the Information section that contains billing.
3. Click on the Subscription Billing code (SB) — it will begin with SB followed by a six-digit number (e.g., SB-123456).

📊 What You’ll See

When you open the subscription billing record, you’ll find:

• Status: Active, Past Due, or Trailing
  • Active: Subscription is current.
  • Past Due: Payment has failed; the system will attempt to collect again.
  • Trailing: Subscription is in a transition state.
  • Canceled: If funds are still owed on the opportunity, an Auto Bill (AB) must be set up.
• Start Date: When the subscription began.
• Next Billing Date: When the next charge will occur.

⚠️ Special Notes

• If the subscription is Past Due, the system will reattempt collection.
• If you manually apply a payment and the balance becomes zero, submit a paperless request to cancel the subscription billing.

✅ Key Takeaways

• Always check the SB code from the opportunity to confirm status.
• Remember that canceled subscriptions with outstanding balances require an AB setup.
• Paperless requests are required after manual payment clears a balance.