Commitments

On this panel, you can review the list of commitments assigned to the account and assign more commitments.

Specify the commitment name or status 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 commitments by name.

Filter commitments by their status:

• Any – this shows all commitments assigned to the account.
• Active – subscriptions that are currently active.
• Paused – subscriptions that have been paused.
• Terminated – subscriptions that have been terminated.

To assign a new commitment to the account, click +Commitments and specify the details in the dialog that opens:

• Commitment list – select the commitment from the list or type a commitment name to find the needed one. You can manage all the available commitments on the Commitment list page.

  

• Discount end date – you can optionally change the discount end date for the selected commitment or synchronize it with one of the already assigned commitments. Choose one of the following options:
  • Use the default term of the selected commitment (default) – the discount end date that is set for the selected commitment in the Discount period field will be applied.
  • Synchronize with the assigned commitment – to apply the same discount end date that is set for an already assigned commitment, select that commitment from the dropdown list in the Commitment name field.
  • Set the date manually – to set a specific discount end date manually, click Calendar and set the date, or type it in the “yyyy-mm-dd” format (2022-03-19) in the End date field.

    

• Sale discount – you can additionally set the sale discount on the subscription fee that is defined for the commitment.
  • Select a subscription and click Add .
    • Number of intervals – set the discount period in the customer’s billing periods, e.g., 10 months.
    • Sale discount – set the amount of discount per billing period, e.g., 5 USD.

      

  • Click Add to add more discount periods and discounts. Click Delete to remove a discount period.

You can transfer commitments between accounts. To transfer a commitment to this account:

1. Click Transfer from and specify the details in the Transfer commitment dialog:
   • Customer – select the customer from the dropdown list or type a customer name.
   • Account – select a customer’s account to transfer the commitment from.
   • Commitment to transfer – select the commitment you want to transfer. For each commitment in the dropdown list, you can see the name and the end date of the discount period.
   • Apply transfer fee – turn on the toggle to apply the transfer fee to this account (this fee can be set for a commitment in the Commitment transfer fee field).
   • New commitment – you can replace the transferred commitment with a new one for this account. Select a new commitment from the dropdown list or type a commitment name. Upon replacement, the discount period end date of the new commitment will be used.
     When you select a commitment here, you can see whether the new commitment has the same, lower, or higher fee, e.g., in case you want to replace the transferred commitments only with commitments with a higher fee.
2. Click Transfer.

   

For each commitment, the following information is shown:

The status of the assigned commitment.

This column features two buttons:

• Click Renew to manually reactivate the commitment.
• Click Edit to edit a commitment.

The name of the commitment.

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

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

The discount amount applied to the amount of the subscription periodic fee.

The start and end of the discount period.