Subscriptions

This panel displays the list of subscriptions assigned to this account directly or via products) that match your search query.

You can manage these subscriptions and assign more subscriptions to the account.

Specify one or more search criteria listed below and click Search. If you want to stop the search, press “Esc” on the keyboard or click Stop .

To reset the search criteria, click Default filters . To refresh the search results, click Search.

Filter subscriptions by internal name and/or name for end users.

To configure how the search is performed, click Quick search options next to the Quick search field. To include/exclude the Name criterion, select/clear the corresponding checkbox.

Choose how Quick search compares the name of match modes:

• Exact match – returns results identical to your input.
• Starts with – returns results that begin with your input.
• Contains – returns results that include your input anywhere.
• Ends with – returns results that finish with your input.

Once the Quick search options are selected, the changes are automatically saved and applied to the next searches.

Filter subscriptions by their status:

• Any – this shows all subscriptions assigned to the account.
• Pending – subscriptions that are not yet active and will be activated in the future.
• Active – subscriptions that are currently active.
• Closed – subscriptions that have already been closed.

For more information about subscription types and settings refer to the Subscriptions chapters.

For each subscription record, the following information is shown:

The status of the assigned subscription:

• Pending – subscriptions that are not yet active and will be activated in the future.
• Active – currently active subscriptions (the account is billed for these subscriptions).
• Closed – subscriptions that have already been closed.

This is the subscription name that isn’t shown to end users. Under the name, you can see the standard subscription fee per customer’s billing period.

This column features two buttons:

• Click Edit to edit a subscription.
• Click Delete to remove a subscription. Note that you can remove only subscriptions that haven’t been activated yet (they have been assigned but are pending activation).
• Click Close to close a subscription immediately with no charge for the day. Note that this is available for subscriptions activated on the same day.

The subscription name that end users will see on their self-care web interface.

The amount of money that is charged for the current billing period.

The amount of money that will be charged for the next billing period.

This shows whether you increase or reduce a recurring fee for this account.

• No adjustment – the standard subscription fee is applied. Even if the default discount is set for the customer, this discount will not apply to this specific subscription.
• Default customer discount – the default discount that is set for the customer will be applied to the subscription, e.g., “Discount 10% (default)”. With this option, even if the default discount is not currently set, it will be applied to this subscription once set for the customer in the future.
• Discount – a fixed discount amount or a discount rate is applied to this specific subscription for a defined period, e.g., “Discount 15%” for 3 billing periods”.
• Upcharge – a fixed amount or an upcharge rate is applied to this specific subscription to increase the subscription fee for a defined period, e.g., “Upcharge 8 USD” from February 1 to April 30”.

This shows the date when the subscription is activated.

Note that subscription activation depends on subscription settings:

• Subscriptions with the At the given start date activation become active at the start date that is set while assigning the subscription to the account.
• Subscriptions with the Upon the account’s first usage activation become active on either the start date that is set while assigning the subscription to the account or at the account’s first usage date – whichever comes later.

Note that if an activation fee is defined for a subscription, it’s applied on the activation date.

The end date of the billing period to which the subscription applies.

The date when the subscription should be activated. This date is set when assigning the subscription to the account.

The closing date of the subscription.

The end date of the promotional period. This period is set in the subscription settings. To add/remove this column, click Settings on the title bar, click Customize columns, and select/clear the Promotion ends checkbox.

If a subscription is applied within a specific product or commitment, you can see the corresponding product/commitment name here, which is also a link to the product/commitment page.

To assign a subscription directly to the account:

1. Click Add on the toolbar.
2. Fill in the information in the Add subscription configuration dialog:
   • Subscription – select the subscription from the dropdown list.
   • Name visible to end users – type a clear subscription name that end users will see on their self-care interface.
   • Start date – choose a desired subscription activation date (by default, the current date is set). Click Calendar and set the date, or type it in the “yyyy-mm-dd” format (2022-09-07).
   • Finish date – optionally, choose a subscription closing date (the finish date is not set by default). Click Calendar and set the date, or type it in the “yyyy-mm-dd” format (2022-09-10).
   • Charging period – select the charging period if the multi-month prepaid plans are configured for the subscription charged in advance, e.g., 6 months.
   • Current billing period fee – this shows the subscription periodic fee that is charged each billing period.
   • Periodic fee adjustment – you can choose whether to apply the default customer discount (if it’s set for the сustomer), a specific discount/upcharge, or to not adjust the periodic fee at all. You can choose one of the following options:
     • No adjustment – the standard subscription fee will be applied (even if the default customer discount is set for the customer).
     • Default customer discount (default) – a discount defined for the customer in the Set default discount dialog will be applied to the subscription fee, e.g., 10%.
     • Discount – select this option if you want to set a specific discount for this subscription. Specify the fixed discount amount or discount rate in the corresponding field, e.g., “Discount 15%”. A 100% discount means “free service”. Also, specify the period during which the discount will be active using one of the following methods:
       1. For specific periods, by specifying the start and end date for each period (e.g., from February 18 to May 18). The last period can be without an end date.
       2. For a set number of billing periods(e.g., 6 months).
     • Upcharge – select this option if you want to apply an upcharge that increases the standard subscription fee. Specify a fixed amount or an upcharge rate in the corresponding field, e.g., “Upcharge 8 USD”. Also, specify the period during which the upcharge will be active using one of the following methods:
       1. For specific periods, by specifying the start and end date for each period (e.g., from February 18 to May 18). The last period can be without an end date.
       2. For a set number of billing periods (e.g., 6 months).

          

3. Click Save.

You can edit only pending and active subscriptions. To edit a subscription, click Edit in the Actions column.

The Edit subscription dialog opens with the details of the subscription. You can change:

• The subscription plan name that is visible to end users (Name for end users field).
• The Periodic fee adjustment option.
• The charging period for the subscription that is charged in advance with configured multi-month prepaid plans.

To cancel a subscription assigned directly, set the subscription closing date in the Finish date field.

To open the subscription page and see the details, click the subscription name.

• Change table settings – click Settings in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click click Arrow (or ) next to the column header to re-sort the rows. For example, the Subscription list panel displays subscriptions in alphabetical order. You can re-sort them in the reverse order.
• Change the default number of results globally – use the Rows per page dropdown list in the upper right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it’s automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.