Description

If you want to assign Service to a client, you need to make a subscription for that user. Only then user can use the service and is monthly, daily or one time charged for the product he gets.

Who can configure and use services?

Creating, editing, deleting subscriptions can be done by Admin, Reseller/Reseller PRO, Partner, and Accountant with permissions.

Simple users can see his subscriptions in his Personal Menu: Personal details –> Subscriptions, but cannot edit or delete them.

Subscription payments from Reseller's users are only visible to the Reseller, as for payments from Admin's users are only visible to Admin and Accountant.

Usage

Go to SETTINGS –> Accounting –> Services –> Subscriptions:

Here you can see the list of subscriptions and the details of the subscriptions. It is also possible to search specific subscription by entering its Date, Name, Memo or User.

By clicking on the icon in Subscriptions page or Users list you will see all Subscriptions assigned to that User.

Every month a subscription about all subscriptions made in the system during the month is sent to admin. Also resellers' subscriptions are also sent to admin.

NOTE Subscription will be created in System Time Zone, because of a more simple Subscriptions management. As it is known, Invoices are generated in System Time Zone, and when Subscription is created in the same Time Zone as Invoice is generated, it is more simple to understand, how Subscription will be added to that Invoice. Also it prevents confusion between Admin and Accountant with different Time Zones.

Create Subscription

In the list of Subscriptions for specific User you are able to add new Subscription to that just click New subscription and you will reach page below:

Service – lets you to select service which you want to subscribe to the User. Choose preferred service and click
Memo – For example: if you sell DID, you can make a note of its number here.
Activation start and Activation end – This data interval will be billed in the invoice, but dates before and after this interval will not be billed. A service is billed from Activation Start till Activation End, and from the start till the end of the invoice period. The time period that fits within both the previous periods is the actual period that will be billed.
- Until canceled? – It is also possible setting Activation End to Until canceled option. In this case Subscription will only end, when it is removed or Activation End option is changed to a specific date (except Until canceled).
No Expiration at the end of a Month – active only if Flat-Rates or Dynamic Flat-Rates Service is selected. When this option is checked, unused minutes are never reset and User can continue to use his previously assigned minutes for more than a month.

Update Subscription

Subscription edit page is pretty similar to Creation page:

Just here you are not able to change Service type.

Bulk Create Subscription

It is possible to assign few subscriptions for user at one time. Note that it is possible to add subscriptions till user has enough balance.

Deleting Subscription

Delete button pressed on Subscription gives following options:

Delete without money return - subscription will be deleted and money paid for subscription will not be returned to User.

Disable Subscription - sets "Activation end" to current time effectively making Subscription inactive, but it will still be in the list.

Delete with whole money return - deletes subscription and returns money paid for that subscription to User. This includes all past payments for the Subscription.

Advanced information

In this section you can find out how subscriptions works and how users are paid according to their type.

Example of email with subscriptions

Charging for subscriptions.
Date: 2012-5
1 User: Test User #1(101):
Service: Test_periodic_service - 10.0000
Service: Test_periodic_service - 10.0000
2 User: User Resellers(user_reseller):
Service: res_1 - 110.0000

Subscription calculation

Subscriptions are calculated by the following rules:

When a Subscription is assigned to the Prepaid user, the price for the first month is deducted from the user's balance instantly (and an appropriate Payment with type = subscription is created).
- If the Prepaid user does not have enough balance to cover this subscription, the subscription fails.
When a Subscription is assigned to a Postpaid user, no changes are made to his balance instantly.

On a first day of every month at 00:10:00 an action is executed which performs the calculations (blocked users are skipped).

Prepaid users

For Prepaid users, the balance subtracts the Subscription price for this new month.

A New Payment is created, with type = 'Subscription', to mark the user's balance deduction (only for Prepaid users), the payment will be visible only to the user's owner.

If a Prepaid user's balance becomes negative, this user is blocked and receives a notification email (as does his owner).

Allow prepaid users balance to drop below zero

There is an option to allow or not user balance to drop below zero. Go to SETTINGS -> Setup -> Settings -> Various -> Do not allow prepaid user balance drop below zero:

If this option is not enabled - then MOR allows user balance to drop below zero. If this option is enabled - user is blocked when there is not enough money for a subscription - both user and admin are informed about this by email.

Postpaid users

For Postpaid users, the balance subtracts the Subscription price for the previous month.

If the Postpaid user's balance + credit < 0, he is blocked and receives a notification email (as does his owner).

Subscriptions scheme

Account type Prepaid or Postpaid can be changed in user details
Credit is an amount of money which user is allowed to owe you.

Example 1: user balance is -4.00 USD, credit = 5.00 USD. Balance + credit = 1 USD, so user will still be able to call.

Example 2: user balance is -4.00 USD, credit = 4.00 USD. Balance + credit = 0 USD, so user will not be able call.

Credit can be changed in user details

Balance is an amount of money user already paid you, but have not been spent yet on services you provide (can make calls using this money). Current user balance can be checked in user details

Allow prepaid users balance to drop below zero

Example

The user is postpaid.

On a first day of his first month:

User balance is: -75 USD.

-75 USD is for calls. Also, the user has to pay 475 USD for subscriptions.

The system calculates the subscription price and deducts 475 USD from his balance.
The user balance becomes -550 USD.
The user gets an invoice for 550 USD.
He makes a payment of 500 USD.
The user's balance becomes -50 USD.

On the first day of the next month:

In the next month, the user gets an invoice for calls made over that month + subscription prices in that month.

-50 USD will be shown on the invoice, but will not be included in the new invoice.

From Accountant

Accountant needs See Financial Data permission to access Accounting menu and Subscriptions permission to see this page.

Subscriptions

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