Subscriptions assigned directly

On this tab, you can see the list of subscriptions assigned directly to this reseller that match your search query. You can manage these subscriptions, assign more subscriptions to the reseller, 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 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 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.

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).
• Click Close to close a subscription immediately with no charge for the day. Note that this is available for subscriptions activated on the same day.

The subscription name that resellers will see on their portals.

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 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 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.

The date when the subscription should be activated. This date is set when assigning the subscription to the reseller.

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 when you assign a new subscription to the reseller (or by editing an already assigned subscription).

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

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 customer discount option selected in the Periodic fee adjustment field.
3. Click Apply.

   

To assign a subscription directly to the reseller:

1. Click +Subscription and fill in the details:
   • Name – select the subscription from the dropdown list.
   • Name for end users – type a clear subscription name that resellers will see on their portal.
   • 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 “yyyy-mm-dd” format (2022-09-07).
   • Finish date – choose a subscription closing date (the finish date is not set by default). Click Calendar and set the date, or type it in the “yyyy-mm-dd” format (2022-09-10).
   • Charging period – select the charging period if the multi-month prepaid plans are configured for the subscription charged in advance, e.g., 5 months.
   • Current 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 reseller), a specific discount/upcharge, or not adjust the periodic fee at all. The default option is Default customer discount. You can choose one of the following options:
     • No adjustment – the standard subscription fee will be applied (even if the default customer discount is set for the reseller).
     • Default customer discount – a discount defined in the Set default discount dialog 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. Specify the fixed discount amount or discount rate in the corresponding field, e.g., “Discount 15%”. A 100% discount means “free service”. Also, specify the period during which the discount will be active using one of the following methods:
       1. Discount – define the amount in % or the reseller’s currency.
       2. Duration specified in – 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:
       1. Upcharge – define the amount in % or the reseller’s currency.
       2. Duration specified in – 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 .
2. Click Save.

   

You can edit only pending and active subscriptions. To edit a subscription, click Edit in the Actions column or the subscription plan name.

The Edit subscription configuration dialog 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.

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 Rows per page 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.