On this panel, you can assign add-on products to the account. Use add-on products to sell additional features/services to your customers and boost your sales revenue.

Add-on products come with both a feature and a subscription applied to them. Add-on products take higher priority than the main product; therefore, the service features defined within them override the ones defined within the main product. Also, add-on products have several priority levels: their configuration is applied in the order defined by this priority.

Account add-on products tab

Filter add-on products by their name. Type a product name or a description here.

Add-on product list

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Each entry of the subscription plans page consists of:

Actions

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This column shows the available actions you can perform with a specific add-on product.

Click Edit Edit icon to view and edit the product details.

Click Remove delete to delete an add-on product. This option is only available for products that are not in use or part of a commitment.

Status

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Shows the activated status of the assigned add-on product.

Name

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This is the product name. Note that it isn’t shown to end users.

Period when active

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Shows the start date and the finish date for the assigned add-on product.

You cannot change the start date once it is set.

Bundle

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Shows the bundle that comes with this add-on product.

Subscription

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Shows the subscription assigned to this add-on product.

Periodic fee

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Shows the subscription fee amount.

Promotional periods

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Show the details of the special offers, e.g., $5.99/month for the first three months.

Description

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Shows the add-on product description.

Priority

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Shows the add-on product priority, e.g., Low.

Commitment

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The name of the commitment, which is also a link to the commitment page.

Assign a new add-on product

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You can assign multiple add-on products to an account. To assign an add-on product, click +Product and select a new add-on product from the dropdown list in the Add add-on product dialog. To save the product configuration, click Save.

If there are incompatible add-on products, a warning sign warning icon is displayed next to each add-on product causing a conflict. This happens when the account has the same subscription assigned directly, via main/add-on product or commitment and this subscription can’t be applied more than once. Hover over the warning sign to see the incompatible product/commitment name in the tooltip.

Managing conflicting add-on products

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Some add-on product combinations may be conflicting. For instance, when add-on products of the same priority include bundles with the same service, code group, and volume measured (money spent or service used).

When you select a new add-on product that conflicts with the currently assigned one, a dialog window opens where you can select either of the following options:

  • Replace the currently assigned add-on product with the new one right away. PortaBilling applies the bundle that’s included in the new add-on product.
  • Schedule a date when the new add-on product will be activated. PortaBilling will replace the currently active add-on product with the new one. Click Calendar calendar 1 and set the date and time, or type it in the “yyyy-mm-dd hh:mm:ss” format (2022-03-19 00:00:00).

Conflicting combination of add-on products

Note that bundle counters will be preserved during the product change.

Refer to the Change of a bundle for a customer/account chapter for more details.

Click Details of the conflicting add-on products to see the reasons for the add-on product conflict.

Add-on conflict description

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