We assume that you have completed the Install & Upgrade steps. If not, please complete those first.
1. Create Administrations
Navigate to the GoMeddo Subscription Management app, either in Salesforce Classic or in Salesforce Lightning
Click on the Administrations tab
Create a new record to reflect your Company/administration
Billing details are needed, which include bank, address and contact details which will be used on the invoice template.
(optional) If you sync GoMeddo Subscription Management with any of the default financial systems included in the package (at the moment Exact Online and Twinfield are supported), you need to fill in the Synchronisation details.
(optional) If you are using the default Invoice template that GoMeddo Subscription Management provides you, you can overwrite the logo and footer using the designated fields.
(optional) For e-billing, you need to set up the Email billing fields
Don’t forget to mark your administration as Active by using the checkbox
2. Create VAT Rates + VAT Codes
VAT Rates are percentages indicating the VAT that should be calculated on top of the products price. In GoMeddo Subscription Management, a VAT code is a relation between a VAT Rate and the Administration to make sure that you are allowed to use a certain percentage within an administration.
For example; VAT high in the Netherlands is 21%. In this case, there would be a VAT Rate called VAT 21%, and a VAT code called VH, related to the Dutch administration specifying we can use this rate in this administration.
From the Administration that you create in the previous section, go to the Related tab
Click New next to VAT Codes
In the VAT Rate lookup, either select an existing VAT Rate or create a new one
If you don’t have any VAT Rates yet, you may create records for every VAT Rate that you need to use. You can specify if this is the Default VAT Rate to use and if it should be shown on the invoice.
Next step is to Set up Product Administration Relations