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titleIn this article

Table of Contents

Section overview

This section This section is designed to provide a wide variety of functions to 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

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ColumnDescription
IDSubscription identification number
Client Name of a client (and account, if specified), to whom a package is assigned
PackageName of an assigned package
QtyQuantity 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

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Button/IconDescription

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

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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:

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Screenshot: Subscriptions add form

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Name of an assigned package
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

Package

. 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

End Cancel Date

Package limits and discounts are disabled after a specified date

Special ProcessingQuantityFirst Charge

Determine when the first charge should be created:

  • Before period start

  • On period start

Number of packages to be assigned

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

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When clicking on the edit  icon, detailed information on a subscription is displayed. In the System information data blockBilling Details & Overridden Package Fees data blocks, a user can view and manage general info regarding the subscription including a client himself, start date, status, etc. What is more importantthe subscription charges. Also, a user can change the subscription End datesubscription Cancel Date in a respective field of the Subscription Duration block.

To make it easier for a user to keep records of package limits, a new Limits History information block on an Edit Subscription page has been introduced in VCS 3.15.0. It the Periods information block provides a detailed view of package limits for each specified activation period.

Screenshot: Limits History information blockSubscription edit form

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(warning)   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 to edit editing the name of an already assigned package inthe Retail > Packages.

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