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. 

Capacity will show at the top of the page above the pending, confirmed and cancelled tabs

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

Capacity will show at the top of the page above the pending, confirmed and cancelled tabs

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. 

Approving Subscription Billing

Subscriptions can be approved one by one or in bulk, by using the checkbox on the left.

Two things will happen upon approval confirmation:

1. Invoices will be generated for the selected subscriptions.
   
2. The subscription status will update from scheduled to invoiced.
   

Skipping Subscription Billing

If you do not want to generate billing for a subscription, use the skip option. Once skip is confirmed, it cannot be undone.

Two things will happen upon skipping confirmation: 

1. No invoice will be generated for the selected billing period.
   
2. The subscription status will update from scheduled to skipped.
   

Generating Billing

Clicking the 'Generate Billing' button in the top right corner will generate any missing invoices for the select period for all approved subscription plans.

• Related Articles

• Billing Summary

  The Billing Summary displays billing information at site and term level. It includes information such as with booking ID, total billing, invoice, credit note and outstanding amount.

• How to publish a subscription?

  Once all details have been finalized, make sure to publish the subscription so it can selected during the booking process.

• How to update billing frequency of a pending booking?

  Billing frequency (one-off, weekly, or monthly) of a pending booking can be updated in the Booking Manager.

• How to edit, unpublish or delete a subscription?

  A subscription needs to be unpublished before it can be fully edited or deleted. To edit a subscription, click 'Edit' to update the details before re-publishing it. To delete a subscription, click the down arrow then the 'Delete' button.

• How to update billing frequency of a confirmed booking?

  Billing frequency (one-off, weekly, or monthly) of a confirmed booking can be updated in the Booking Manager.