Skip to main content

Include Billing Information at Subscription Creation

🔍 Problem Statement
As an admin, I experience being unable to add billing information during subscription creation, which causes invoices to be generated without the required billing contact details needed by clients for payment processing.

💡 User Story
As an admin, I want to enter billing name and address during subscription creation, so that the first invoice includes complete billing information without a separate update step.

🎯 Definition of Done
- Given the subscription creation form, when filling out details, then a billing information section (name, address) is available.
- This change impacts the UI (subscription creation form) and API (subscription creation endpoint — accept billingInfo).
- Limitations: billing info entered at creation overrides existing account billing info for this subscription only.


What would you like to be able to do? (One idea per form): Add a billing information when creating a subscription. How would that help you?: A billing information should appear on the invoice as that is a requirement for processing payments of most clients. How important is this to you?: Critical Email address: donnabel.reyes@keymedia.com ——————————————— This task was submitted through Suggest an idea - Product Roadmap https://form.asana.com/?k=qsv6hMm2wL8SXD_R-h-N9Q&d=742417627358732

Log in to comment and vote

No comments yet

Be the first to share your thoughts.