Include Billing Information at Subscription Creation

πŸ” 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.

πŸ’‘ 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 β€” 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 β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€” This task was submitted through Suggest an idea - Product Roadmap https://form.asana.com/?k=qsv6hMm2wL8SXD_R-h-N9Q&d=742417627358732

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Upvoters
Status

In Planning

Board
πŸ’‘

Pelcro Product

Tags

Product Board

Date

8 months ago

Author

An Anonymous User

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