Subscriptions

In this article

Section overview

This section is designed to provide a wide variety of functions to control and manage subscriptions. First and foremost, in this section, a user can assign a relevant package to a respective client or client's account, edit and cancel it, etc. Moreover, there is detailed information regarding all the limits that have been used over a set period. The section is presented in the form of a table with the following columns:

Screenshot: Subscriptions list

Column	Description
ID	Subscription identification number
Client	Name of a client (and account, if specified), to whom a package is assigned
Package	Name of an assigned package
Qty	Quantity of the assigned packages
Limits	Shows if a respective package has some volume limits and time or money left On the left side of the bar, it shows the service, destinations, code, or code names. On the right side of the bar, it shows a specified limit and the amount left.
Current Period	Date of package activation for a respective client/account End date of a package period (a package period is set in Packages Period Settings)
Subscription Period	Effective start and stop date of the subscription

Button/Icon	Description
	Allows assigning a package to a corresponding client/account
	Shows the full list of packages that were assigned to this client/account
	Marks a package that was successfully activated and will renew itself due to the package settings
	Marks a package that is new for a current user and was not activated yet
	Marks a package that is in the archive
	Allows editing a client's subscription
	Allows a user to stop the package at the beginning of the current period (with balance rollback).
	Allows a user to stop the package at the end of the current period.
	Cancels the active package
	Removes a subscription completely

Advanced Search

By default, the information in a section is filtered by Pending and Active statuses. To open the Advanced Search drop-down menu, click on a red downward arrow icon and fill in the following fields with the required information:

Screenshot: Advanced Search drop-down menu

Field	Description
*Package*	Indicate the name of a target package
*Client*	Specify a target client
*Account*	Specify a client's target account
*Status*	Select the status of a package: Pending Active Archive
ID	Specify a respective subscription ID

To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.

Assigning a New Package

Click the Assign Package button for a new pop-up window with settings to appear. Then, fill in the form and click Apply. You can assign any number of packages. They will be activated when the Package Manager service runs, and if a customer has enough balance for activation+subscription fees.

Screenshot: Subscriptions add form

Information block	Field	Description
General Settings	Package	Name of an assigned package
	Client	Name of a client, to whom a package is assigned
	Account	Name 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
Subscription Duration	Cancel Date	Package limits and discounts are disabled after a specified date
Special Processing	First Charge	Determine when the first charge should be created: *Before period start* *On period start*
Special Processing	Activate in the past checkbox	If 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

Warning

If you click the delete 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 and click the icon to delete it entirely from the system.

Editing a Subscription

When clicking on the edit icon, detailed information on a subscription is displayed. In the Billing Details & Overridden Package Fees data blocks, a user can view and manage general info regarding the subscription charges. Also, a user can change the subscription Cancel Date in a respective field of the Subscription Duration block.

To make it easier for a user to keep records of package limits, the Periods information block provides a detailed view of package limits for each activation period.

Screenshot: Subscription edit form

Attention

When you change the name of the package in the Retail > Packages, it will be automatically changed in the Management > Subscriptions section as well, even if this package is already assigned. As a result, in the Invoices and Transactions sections, an old name of the package will be specified.

We do not recommend editing the name of an already assigned package in the Retail > Packages.