M4 Subscriptions

Usage

Go to ACCOUNTING –> Subscriptions:



Here you can see the list of Subscriptions and create a new Subscriptions.

Add New Subscriptions

Type: DID

Type: Flat-Rate

New Subscription

• User - select a User.
• Type - Subscription type.
  • DID - if a Subscription type is DID, then search DID to subscribe by Tags, DID number, or Destination.
  • Flat-Rate - if a Subscription type is Flat-Rate, then select Flat-Rate Plan from drop-down.
  • Custom Service - operation is analogous to the Flat-Rate type.
• Discount - Subscription Discount. It will affect the Subscription Activation Fee and Periodic Fee prices for the User.
  • Activation Fee - Discount for Activation Fee only when One-Time Charge is selected.
  • Periodic Fee - Discount for Activation Fee and Periodic Fee when Periodic Charge is selected.
• Activation date - Subscription Activation date. Billing starts from this date.
• Start Date - date from when Subscription starts.
• Finish Date - date when Subscription finishes.
• Until canceled? - it is also possible to set the Finish Date to Until canceled option. In this case, the Subscription will only end, when it is removed or the Finish Date option is changed to a specific date (except Until canceled).
• Charge Plan - select Charge Plan. More information can be found here.
  
  

General Settings

• Periodic Charge - user is charged periodically.
• One-Time Charge - user is charged only once.
• Charge Plan Name - Charge Plan Name.
• Charge Plan Name visible to end user - Charge Plan Name visible to end user.
• Status - Active, Suspended or Disabled.
• Description - Subscription description.
  
  

Period Settings

• Period - the period can be in hours(s), day(s), month(s) or year(s).
• Align to Customer Billing Period - set the period to the one that is set in User's Invoice Billing Period.
  • Full charge First Period (do not prorate) - charge the full amount on the first period. For example, if the Charge Plan price is 10 EUR, the period is monthly, and it has been applied on the 27th of May, with this option enabled, May will be charged for the full 10 EUR. With option disabled May month will be charged for (31-27)/31 * 10 = 1.29 EUR.
  • Full charge Last Period (do not prorate) - same logic as above, but for Last Period.
    
    

Periodic Charge Settings

• Try to renew in advance - hour(s) or days(s) in advance to try renewing Charge Plan for a User.
• Try to renew for - hours(s) or days(s) which we will try to renew Charge Plan.
• Apply subscription Charges: - how to apply subscription Charges. Available Options:
  • At the end of the Period.
  • In advance.
    • Periods in advance - how many periods charge in advance. Default: 1.
  • Progressively (every day).
• Charge Suspended Customers - at the time of apply subscription Charges, should we charge a Suspended Customer (User). Default: No.
• If balance insufficient:
  • Block User - yes or no.
  • Suspend Service - yes or no.
  • Charge Subscription - yes or no.

Note: Profit loss is possible if all three options are unchecked.

• • Send Email Notification to:
    • Admin
    • User
      
      

Activation Settings

• Subscription is Activated - either on At the given start date or Upon the first usage.
• If balance insufficient - either Allow activation or Deny activation.
  
  

Cancellation Settings

• Minimum Subscription Period - a period in days/weeks/months/years for which Customer will be charged if a subscription is canceled earlier.
  
  
• Early Cancellation Penalty - Fixed or Remaining Subscription charges. Set the amount if fixed is selected.
• Invoice Lina Name - name in Invoice for a subscription cancelation.

Credits

• Issue credits for the days when: - select any combination (one, few, all, none) of the bellow:
  • The customer was blocked.
  • The service was suspended.
  • No funds were available.

• Skip credits, charge in full: - select any combination (one, few, all, none) of the bellow:
  • For the first billing period.
  • For the regular billing periods.
  • For the last billing period.
    
    

Billing Settings

• Currency - one of the active currencies in the system.
• Activation Fee - fee for a Charge Plan activation.
  • Invoice Line Name - name in Invoice for a Activation Fee.
• Periodic Fee - Periodic Charge Plan Fee.
  • Invoice Line Name - name in Invoice for a Periodic Fee.
• Rounding Precision - rounding precision in decimals.
• Rounding method - available options:
  • Up- round to higher value. If precision is 2 decimals 5.371xxxxxx will be rounded to 5.38.
  • Down - round to lover value. If precision is 2 decimals 5.379xxxxxx will be rounded to 5.37.
  • Round - round to nearest value using simple rounding logic. If precision is 2 decimals 5.355 will be rounded to 5.36, and 5.354 will be rounded to 5.35).
    
    

Refine Results

Refine Results allows filtering Subscriptions by selected parameters.

Parameters:

User, Period, Status, Activation Date, Finish Date.

See also

• Subscriptions
  • Charge Plans
• Services
  • DIDs
    • DID Import from CSV
  • Flat-Rates
  • Custom Services