Subscriptions assigned via products

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 other criteria. 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 or exclude the search criteria, select/clear the corresponding checkbox.

Choose how Quick search compares the subscription name:

• Contains – contains your input (e.g., anywhere in the name).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches 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 customer.
• 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 overview.

Each entry in the subscription list consists of the following columns:

This column features one button:

Click Edit to edit subscription details.

Each subscription record has the following columns:

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 reseller 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 reseller’s billing period.

The subscription name that resellers will see on their portals.

The ID of the account signed up for this subscription via a product. This is also a link that redirects you to the corresponding account page.

The name of the product that includes this subscription. This is also a link that redirects you to the corresponding product page.

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 the recurring fee is adjusted for this reseller.

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

The date when the subscription is activated.

The closing date of the subscription.

You can reduce the subscription periodic fees for a specific reseller by providing them a discount that, by default, will apply to all subscriptions assigned to the reseller, both directly and via products. You can manually change/remove this default discount for a specific subscription by editing an already assigned subscription.

To set a default discount for the reseller:

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

   

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 assigned.

For subscriptions assigned to resellers via products, you can change:

• The subscription plan name that is visible to end users (Name for end users field).
• The Charging period option. It can be changed when a subscription has prepaid plans (available for subscriptions with the “in advance” type) configured.

To open the corresponding subscription page to see the details, click the subscription name.

• Change table settings – click Settings in the title bar to customize columns, change row style, or reset table settings.
• 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 ) 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 reverse order.
• Change the default number of results globally – use the Number of results dropdown list in the bottom-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.