Subscriptions

Preliminary Remarks

The Subscriptions tab lists all subscriptions that the customer has purchased.

The list view provides comprehensive information about subscriptions at a glance. The individual subscription can be opened in the detail view, where further information can be viewed and various actions can be carried out.

Note: All prices shown here are gross prices.

List view

By default, all subscriptions, both active and inactive, are displayed in the list.  

1. The slider can be used to hide inactive subscriptions.

2. Already expired and future levels of a subscription are automatically bundled with the active level.

3. Click on the arrows to open more information on the past/future step.

Detail view - Action bar

1. Change Payment Method and <1>Addresses: The payment method, delivery address and billing address can be changed for this subscription.

2. Cancel: There are various cancellation options depending on the type of offer. The cancellation options in detail can be found here >> Cancellation Options  

3. Pause: Here the subscription can be paused or a delivery break can be set. You can find out more here >> Subscription break and delivery interruption

4. Goodwill: There are various options for granting goodwill.

• Add access right (for time-based and issue-based subscriptions)

• Add accounting period for free (for time-based subscriptions)

• Redeliver issues for free (for issue-based subscriptions)

• Add free issues (for issue-based subscriptions)

More about goodwill >> Goodwill Functions

5. Retry Payment: Either past periods or the current period can be billed here. The past periods option is available if payments fail (due to expired credit card, inactive bank account, etc.). Process control can be used to define how often a payment attempt should be made automatically. This can be triggered manually via Past Periods. Past periods can only be billed if product access is not blocked in the period.

6. Block/unblock Access: Access for this subscription can be blocked manually here. As soon as the subscription has been blocked, the blocked label appears in the subscription status. To unlock access again, click on Unblock access in the action bar. The customer is not informed about the blocking - neither by e-mail nor in Self Service.

7. Invoices: Invoice dispatch can be deactivated via Deactivate Invoice Dispatch . The customer will therefore not receive any further invoices for this subscription. If no recurring invoices are to be sent to customers in general, this can be set in Settings > Financial > Invoice Settings > Invoice Management . Future invoices for this subscription can also be sent by post via Send Invoices by Post. You can also switch back to e-mail delivery at any time.

8. Add Order Identifier: An order indicator can be added to a subscription at a later date.  Edit Additional Data: Additional data can be edited on the subscription.  

Detail view - the different tabs

Subscription All information about the subscription is displayed here.

If it is a multi-step subscription, the step and their corresponding data are displayed on the left-hand side. Clicking on one of the levels takes you to the corresponding step data.

Note: For issue-based subscriptions, the outstanding deliveries are also displayed. As soon as all deliveries within the current accounting period have been delivered, the counter is set to 0. It is updated to the full number of outstanding deliveries as soon as the invoice for the next billing period has been created.

Data on the invoice recipient, invoice address and delivery address, as well as all important data relating to the product (name, quantity, discount, status, price per issue, unit price, price sheet) are displayed. In the lower area on the left-hand side, further subscription data such as subscription number, type, contract details, etc. are listed. On the right-hand side you will see data on the payment method and booking data.

The discount button on the right-hand side can be used to grant a discount on the entire subscription, which applies immediately to all future invoices.

• Click on % Discount.

• Enter Discount in percent for this subscription*.

Note: If a product is to be 100% discounted, please create a free product.

Issues

This tab is only displayed for issue-based subscriptions and shows the delivery log for each offer step. All issues already delivered are sorted here in ascending order.  

Invoices

All invoices already created are listed here .  The invoices can be opened and downloaded in the detail view.

Activities

A history of what has been changed to this subscription is automatically created here. An activity can be added manually by clicking on the plus symbol.

Additional data

All data that has been added to the subscription is displayed here.

Accounting Periods

Here you can track whether access was blocked during an accounting period and what triggered this blocking (e. g. unsuccessful debit - see also settings for process control).

Note:

If "CUSTOMER" is displayed as the error source, the process control settings apply.

If "MERCHANT" is displayed as the error source, the process control settings do NOT apply.