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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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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

Cancel Date

Package limits and discounts are disabled after a specified 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

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