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Subscription list

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This panel displays the list of subscriptions (assigned directly to this customer) that match your search query.

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

Customer subscription list

Each subscription record has the following columns:

Status

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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 customer is billed for these subscriptions).
  • Closed – subscriptions that have already been closed.

Name

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The subscription name which is also the link that leads you to the Edit subscription dialog. Under the name, you can see the standard subscription fee per customer’s billing period.

Name for end users

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

Current fee

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

Next fee

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

Periodic fee adjustment

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

  • Discount not set (default) – the standard subscription fee is applied. The default discount is not set for the customer.
  • No adjustment – the standard subscription fee is applied. The default discount is set for the customer, but the discount doesn’t apply to this specific subscription.
  • Default customer discount – the default discount is applied to the subscription, e.g., “Discount 10% (default)”. A 100% discount means “free service”.
  • Discount – a fixed discount amount or a discount rate is applied to this specific subscription, e.g., “Discount 15%”.
  • Upcharge – a fixed amount or an upcharge rate is applied to this specific subscription to increase the subscription fee, e.g., “Upcharge 8 USD”.

Activation date

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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 customer.
  • 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 customer 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.

Billed to

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

Start date

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

Finish date

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The closing date of the subscription.

How to set a default discount for all subscriptions used by the customer and their accounts

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You can reduce the subscription periodic fees for a specific customer by providing them a discount that by default, will apply to all subscriptions assigned to the customer directly and the subscriptions assigned to their accounts (via the product or directly).

You can manually change/remove this default discount for a specific subscription when you assign a new subscription to the customer (or by editing an already assigned subscription).

Note that the 100% discount rate means “free service”.

To set a default discount for the customer:

  1. Click Set default discount on the toolbar.
  2. In the Set customer’s default discount dialog, specify the default discount rate for the customer’s (and their accounts’) subscriptions, e.g., 10.
    When you change the default discount for the customer, e.g., from 10 to 15%, the new rate will automatically apply to all subscriptions with the Default customer discount option selected in the Periodic fee adjustment field.
  3. Click Apply. Set customer's default discount

How to add a subscription

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To assign another subscription directly to the customer:

  1. Click Add on the toolbar.
  2. Fill in the information in the Add subscription dialog:
    • Name – 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 calendar-1 and set the date, or type it in the “yyyy-mm-dd” format (2022-09-07).
    • Finish date – choose a subscription closing date (the finish date is not set by default). Click Calendar calendar-1 and set the date, or type it in the “yyyy-mm-dd” format (2022-09-10). Add subscription
    • Periodic fee adjustment – you can choose whether to apply the default customer discount (if it’s set for the customer), a specific discount/upcharge, or to not adjust the periodic fee at all. The default option is Default customer discount. 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 – a discount defined in the Set default discount dialog will be applied to the subscription fee, e.g., 10%. Note that a 100% discount means “free service”.
      • 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”.
      • 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”.
    • Charging period – select the charging period if the multi-month prepaid plan is configured for the subscription charged in advance, e.g., 5 months. Add subscription with multi-month prepaid plans
    • Current fee – this is a read-only field that shows the subscription periodic fee that is charged each billing period.
  3. Click Save.

How to remove a subscription

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You can remove only subscriptions that haven’t been activated yet (that have been assigned but are pending activation).

Click Delete delete next to the subscription in the list and click Delete in the confirmation dialog.

Delete a subscription

How to review and edit subscription details

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You can edit only pending and active subscriptions. To edit a subscription, select a specific subscription from the list and click its name.

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).
  • Set the subscription closing date (Finish date field) to cancel the subscription.
  • The Periodic fee adjustment option.
  • The charging period for the subscription that is charged in advance with configured prepaid plans. Edit subscription2

Customize the panel

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  • Change table settings – click Settings 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 the arrow (or QsIBqAAAAABJRU5ErkJggg==) next to the column header to re-sort the rows. For example, the Subscription list displays records in alphabetical order. You can re-sort them in the reverse order.
  • Change the default number of results globally – use the Number of results 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.

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