FUNCTIONALITY IS IN THE DEVELOPMENT STAGE

Description

M4 Charge Plan is a plan which allows charging One-Time or Periodic fees. Charge Plan is used in Services, DIDs and Subsciptions.

Usage

Go to ACCOUNTING –> Subscriptions –> Charge Plans:

Here you can see the list of Charge Plans and create a new Charge Plan.

Charge plan can be a Periodic Charge or One-Time Charge.

General Settings:

Charge Plan Name - name of the Charge Plan.
Charge Plan Name visible to end User - name of Charge Plan that will be visible to end User.
Status - status of created Charge Plan. Available options: Active, Disabled.
Can be applied more than once - if set, Charge Plan can be applied more than once. Default: No.
Description - description of the Charge Plan.

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.

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 - period in months for which Customer will be charged if subscription is canceled earlier.
- Early Cancellation Penalty - either Fixed (enter manual value) or Remaining Subscription charges.
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.

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 5.377xxxxxx will be rounded to 5.38.
- Down - round to lover value. If precision is 2 decimals 5.377xxxxxx will be rounded to 5.37.
- Round - round to nearest value using simple rounding logic. If precision is 2 decimals 5.355 will rounded to 5.36, and 5.354 will be rounded to 5.35).

General Settings:

Same settings as in General Settings for Periodic Charge.

Activation Settings:

If balance insufficient - either Allow activation or Deny activation.

Billing Settings:

The same as Billing Settings for Periodic Charge, only Periodic Fee option is not available.