Customer - Subscriptions

Subscriptions tab

This tab displays the subscription plans currently applied to this customer.

Subscriptions are divided into three groups:

Pending Subscriptions – Subscriptions that are not yet active (i.e. they will be activated sometime in the future).
Active Subscriptions – Currently active (and billed) subscription plans.
Closed Subscriptions – Subscriptions that have already been closed.

Subscription assigned to the customer becomes active at the date specified in the Start Date field available when you add a subscription. Note that if the Start Date is set to “immediately,” the subscription is activated within an hour after adding it.

For more information about subscription plan types and general settings please refer to the Subscription Plans page.

Field	Description
Product/Subscriptions	The subscription plan name. Click this link to open the corresponding subscription plan.
Current Fee	For subscriptions with prepaid plans: Shows the fee for the current prepay period and the period duration. For subscriptions without prepay plans: Shows the subscription fee for the current billing period.
Next Fee	For subscriptions with prepaid plans: Shows the prepaid plan that will be applied once the prepay plan specified in Current Fee expires. For subscriptions without prepay plans: Shows the subscription fee that will be applied to the customer for the next billing period.
Discount Rate, %	The discount rate applied to the periodic fees for this subscription. If you leave this field empty, the discount rate defined in the customer’s information (see the Additional Info tab of the Edit Customer page) will be applied. Any value you enter will override the default customer discount rate. Entering 0 means no discount (i.e. the rate defined in the subscription plan is applied).
Start Date	This field is visible only when you add a new subscription. The desired subscription activation date: immediately, or sometime in the future.
Activation Date	Displays the date when the subscription is activated. Click the Show More button to see the subscription start date.
Finish Date	For pending and active subscriptions: The date when this subscription will automatically be closed. For closed subscriptions: The date when the subscription has been closed.
Billed To	Shows the date until which subscription charges have already been applied.
Subscription Plan Name Visible to End User	The subscription plan name as the end user sees it on their self-care interfaces and invoices.
Close	Click the Close icon to close the subscription. This icon is available only for optional active subscriptions.

How to add a subscription

To add a new subscription, click Add on the toolbar and fill in the following fields:

Product/Subscriptions – Select the preferred subscription plan from the list.
Discount Rate, % – Type the desired discount rate.
Start Date – Type the desired subscription activation date in the format “YYYY-MM-DD” (e.g. 2015-10-01), or click the Start Date link in the column title to select the date in the Calendar window. The default value is “immediately.”
Finish Date – Type the subscription closing date in the format “YYYY-MM-DD”(e.g. 2015-10-31), or click the Finish Date link in the column title to select that date in the Calendar window.
Subscription Plan Name visible to End User – If required, specify the new subscription name that is displayed to the end user. The default name is set within the subscription plan.

For subscriptions with multiple prepay plans, also select which plans will apply:

From the Current Fee list, select the prepay plan for the current period.
From the Next Fee list, select the prepay plan that will be applied once the prepay period for the plan specified in Current Feeruns out.

Refer to the table at the end of this section for more detailed descriptions of the fields.

How to edit a subscription

Only pending and active subscriptions can be edited. To edit a subscription, click the Edit icon, make the desired changed, and then click the Save icon.

How to delete a subscription

Only pending subscriptions can be deleted. To delete a subscription that was mistakenly assigned to the customer, click the Delete icon in the Delete column.