How to manage subscription billing?
Very similar to Booking Manager, Subscription Manager is a central place to manage all existing subscriptions. Go to page Booking - Subscription Manager.
Pending Subscriptions
To confirm a pending subscription, click “Confirm” on the right.
To delete a pending subscription, click “Delete” by clicking the three dots on the right
To add or remove a discount from a subscription, click the three dots on the right then choose the “Manage discount" option in the dropdown menu.
Confirmed Subscriptions
A subscription can be terminated if it will stop at a future date. Invoices will be generated up to that date. Use the Terminate option on the right to Terminate a subscription.
A subscription can be cancelled if all records are to be removed. Once cancelled, all related roll call history will be removed and a credit note will be generated with an amount equivalent to all issued invoices of that particular subscription.
To rollover of a subscription, click the three dots on the right then choose the “Rollover" option in the dropdown menu. A confirmation window will appear where you can select the link term to rollover the subscription to. You can also choose if customer confirmation is required or not
Cancelled Subscriptions
Cancelled subscriptions are stored in the system for future reference. Then can be viewed in the cancelled tab in subscription billing
Subscription Billing
This page is used to review and approve subscription charges for a selected billing period.
After selecting subscription name, billing period and add-ons (if any), click 'Apply' to see a list of all qualifying subscriptions.
Generating Subscription Billing
Invoice for subscriptions can be generated by using the manage billing button.
The number of invoices not generated for a subscription will be displayed with O/ at the front.
Click Manage Billing button to generate billing
Once billing has generated you can then choose to generate invoices or you can skip by clicking skip to skip invoice generation.
Invoice generation or skipping can be done in bulk by using the check boxes on the left.