Subscription plan

Type a new subscription plan name.

Type a new subscription plan name that end users can see on their invoices and their self-care interfaces.

This option defines when the subscription becomes active and when any one-time or upfront charges (e.g., activation fee or the first month’s subscription fee charged in advance) are applied:

• At the given start date – subscriptions become active at the date specified in the Start date field. When you assign a subscription with the start date set to today, PortaBilling activates it within one hour of assignment (not immediately).
• Upon the account's first usage – subscriptions become active on the later of the Start date or the account's first usage date. The subscription is activated within an hour.

The currency the subscription is priced in.

This option defines when recurring subscription fees are charged to the customer’s account after subscription activation:

• At the end of the billing period – the customer is charged the full subscription fee when their billing period closes.

• In advance – the customer is charged one or more periods in advance. The charges apply for the following period at the end of the current billing period.

  For example, on April 1st, your postpaid customer activates a subscription charged 2 months in advance. Therefore, their invoice for April includes subscription charges for April and for 2 future billing periods – May and June. The invoice for May includes charges for July so that the subscription charges always cover 2 periods in advance (June and July).

  When activated within the current billing period, e.g., April 10th, the customer's invoice contains the prorated subscription fee for the incomplete billing period (from April 10th till April 30th) and their advance subscription charges for 2 future billing periods (May and June).

  Periods in advance

  This is the number of periods to charge the customers in advance.

• Progressively – the customer is charged a pro-rated subscription fee on a day-to-day basis. This means that by the end of the billing period the charged amount will cover the total subscription fee.

  For example, if the monthly subscription fee is $9.99, a daily charge is equal to $0.33. On the 10th day the subscription charges total $3.33, and by the end of the month, $9.99.

  XDR generation mode

  This shows how PortaBilling generates xDRs for customer subscriptions.

  • Keep total charge only – PortaBilling generates a single xDR and updates it every day to cover subscription charges from the beginning of the billing period until the current day.
  • Generate daily charges – PortaBilling generates a separate xDR for each daily subscription charge.

Opens the panel where you can manage general settings, such as fees, promotional periods, and prepaid plans, by switching between three tabs.