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On this panel you can change subscription details. Note that some fields are read-only. To save your changes, click Save.

Editing Subscription Plan 

Name

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Type a new subscription name here.

Subscription plan name visible to end users

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

Currency

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The currency the subscription is priced in.

Managed by

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This shows whether the subscription is managed by an administrator or a particular reseller.

Subscription charges applied

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This shows the way subscription charges apply to a customer's account.

  • 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 month 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 pro-rated 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.

Activation mode

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This is the date upon which the subscription charges apply.

  • At the given start date subscriptions become active at the date specified in the Start Date field. Note that if the Start Date is set to “immediately,” the subscription is activated within an hour after it's added.

  • Upon the account's first usage subscriptions become active on the later of either the Start Date or the account's first usage date. The subscription is activated within an hour.

Share with resellers

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To allow your resellers to use this subscription in their service provisioning, simply turn on the toggle. Resellers see this subscription as read-only. You can turn off the toggle only if the subscription is not used by any of your resellers.

General configuration

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This section enables you to enter a description and define whether to apply subscription charges for periods when your customers don't have access to services.

Fees

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This section enables you to define fees such as activation, cancellation and monthly, and specify tax transaction codes for each fee type and the minimum subscription period.

Promotional periods

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This section enables you to define promotional periods with different subscription fees for each.

Multi-months prepaid plans

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This section enables you to create different prepay plans within subscriptions that are charged in advance. With prepay plans you can charge customers for billing periods in advance (e.g., 10 or 12 months) and receive larger amounts of advance payment.

Audit log

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This section enables you to track events that occurred against this subscription.

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