Subscriptions

This panel displays the list of subscriptions assigned to this distributor that match your search query.

You can manage these subscriptions, assign more subscriptions to the distributor, and set the default discount.

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

Click Default filters to reset the search criteria to their initial values. To refresh the search results, click Search.

Filter subscriptions by internal name and/or name for end users. By default, the search is performed only by internal name. To configure how the search is performed, click Quick search options  next to the Quick search field. To include/exclude the other criteria, select/clear the corresponding checkbox.

Choose how Quick search compares the subscription name:

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

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

Filter subscriptions by their status:

• Any – this shows all subscriptions assigned to the distributor.
• 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.

Each entry in the subscriptions list consists of:

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).

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 distributor 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 distributor’s billing period.

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 distributor.

• No adjustment – the standard subscription fee is applied. Even if the default discount is set for the distributor, this discount will not apply to this specific subscription.
• Default customer discount – the default discount that is set for the distributor 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 distributor 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 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 distributor.

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.

You can reduce the subscription periodic fees for a specific distributor by providing them a discount, which by default will apply to all subscriptions assigned to the distributor. You can manually change/remove this default discount for a specific subscription when you assign a new subscription to the distributor (or by editing an already assigned subscription).

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

To set a default discount for the distributor:

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

   

To assign a subscription directly to the distributor, click +Subscription on the search panel and fill in the information in the Add subscription configuration:

• Subscription – select the subscription from the dropdown list.
• Name – select the subscription from the dropdown list.
• Name for 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 “YYY-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 “YYY-MM-DD” format (2022-09-10).
• Charging period – select the charging period if the multi-month prepaid plans are configured for the subscriptions 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 distributor), 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 a default customer discount is set for the distributor).
  • Default distributor discount (default) – a discount defined in the Set default discount dialog that 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. The following settings are available:
    • Discount - define the amount in % or the distributor’s currency.
    • The period during which the discount will be active. Select Billing periods (e.g., 6 months) or Date (e.g., from February 18 to May 18). To add more discount entries, click Add . To delete the corresponding discount entry, click Delete .
  • Upcharge – select this option if you want to apply an upcharge that increases the standard subscription fee. The following settings are available:
    • Upcharge – define the amount in % or the distributor’s currency.
    • The period during which the upcharge will be active. Select Billing periods (e.g., 6 months) or Date (e.g., from February 18 to May 18). To add more upcharge entries, click Add . To delete the corresponding upcharge entry, click Delete .

• Click Save.

You can edit only pending and active subscriptions.

To edit a subscription, click Edit in the Actions column.

The Edit subscription configuration 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 multi-month prepaid plans.

  

You can click the name of the subscription to open the corresponding subscription page and see the details.

• 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 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.