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Information blockFieldDescription
General SettingsPackageName of an assigned package
Client Name of a client, to whom a package is assigned
AccountName of an account, to whom a package is assigned
Quantity

Number of packages to be assigned. You can assign multiple packages

  • as a single subscription (will create one line in a list of assigned Subscriptions with respective Qty value)

or

  • as multiple subscriptions (will create several lines respectively in a list of assigned Subscriptions for each individual one to manage separately)

Subscription Duration

Start Date

Package limits and discounts are only effective after a specified date (auto-prefilled if your Package has an "Effective from" date)

Cancel Date

Package limits and discounts are disabled after a specified date (auto-prefilled if your Package has an "Effective till" date)

Special ProcessingFirst Charge

Determine when the first charge should be created:

  • Before period start

  • On period start

Activate in the past checkboxIf checked, and the Start Date field value is in the past, a subscription will be activated on the specified date
Override Package Fees
Fee Type

Select the type of fee. There are two possible types:

  • Activation – a fee that will be charged upon subscription activation
  • Subscription – a fee that will be charged upon subscription renewal
Fee Name
Specify the name of a fee. This field is obligatory
Fee Note
Here you may enter additional information about a fee
Rate, (currency)
Indicate the price for a fee. Price is indicated in the package currency. This price will overwrite the fee of a Package
Note
titlePackage application aligning to calendar months

Please note that there is a restriction on subscription activation on the last days of the month (29th, 30th, and 31st) if the Align to Payment Terms option is not enabled in the corresponding Package.


Panel
borderColor#FFBABA
bgColor#FFBABA
borderWidth2px
borderStylesolid

Warning

If you click the delete Image Removed icon icon (remove an archived package entirely) in the Subscriptions section, you will delete a package with all transactions from the system.

To delete the package completely, you need to do the following:

  • click the icon opposite a respective package on the section list;
  • filter the list of packages by the Archive status;
  • find a respective package respective package and click the Image Removed icon to delete icon to delete it entirely from the system.

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