New Subscription Series Marked as Bill

martinezdesigns Member
edited February 25 in Troubleshooting

I've found an issue when creating a new subscription series in Simplifi. They show up in the Spending Plan as a Bill even though they were created as a Subscription Series. They need to be marked as a Bill and then marked as a Subscription for the series to be moved over to the correct category. 

I have sent a video to the help desk to troubleshoot. 


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @martinezdesigns,

    Thank you for taking the time to report this to the Community!

    It looks like this issue has already been reported to our Support Team and a Ticket has been opened. The original Agent that you worked with will be back in contact with you as soon as an update becomes available. 

    I hope this helps! :smile:

    -Coach Natalie
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