Subscription Details (Edit/Pause/Expire/Cancel)

Once a subscription has been created, the subscription can be managed in the Subscription details page.

The following is displayed:

• payment methods overview of the customer. Payment methods can be added.

• subscription information and metrics, the subscription can be

  1. edited,

  2. paused,

  3. expired or

  4. canceled

• a list of invoices related to the subscription. A new invoice can be created.

• in the Pending costs and credits box, costs and credits can be added.

• in the Discounts and coupons box, discounts and coupons can be added.

• emails that are sent out to the customer. See if an email bounced or was successfully sent.

• timeline, to see all the events that happened during the subscription life cycle.

Access to the subscription details

There are two ways to get to the subscription details page:

1. Click on Subscriptions in the sidebar and open a subscription

2. Go to Customers > Customers, click on one of your customers and on one of their subscriptions.

Subscription box

On the Subscription Details page, this box in the middle is displayed:

The following can be done:

• access the Plan the subscription is linked to.

• see the details like Grace Period, Base costs, next invoice amount and billing frequency

• see subscription metrics. How many invoices of the subscription are settled, pending, dunning, failed and how high is the refunded amount in total.

Edit a subscription

1. Click on Edit.

2. Change the Plan in the first box or change the Quantity or the Price.

3. Decide whether to display the Subtotal before or after taxes by activating the switch Incl. VAT.

4. Add an Add-On.

5. Change Options

   1. When should changes be applied to the subscription?

      • On next renewal: Changes will be applied at renewal and be effective for next billing period.

      • Immediate: Changes will be applied immediately based on selected billing option.

   2. How would you like to compensate the customer?

      • None

      • Prorated: Compensation for the remaining period

      • Full: Compensation for the entire period

   3. How would you like to bill for the potential remaining period of the selected plan?

      • No billing

      • Zero amount: Invoice will be created for the rest of the period with a price of 0.

      • Prorated

      • Full

6. Click on Submit to save the changes.

Pause a subscription

A subscription can be put on hold, if a customer would like to pause the subscription and reactivate it later. The customer will not be further billed, until the subscription is reactivated. Customers can get compensated for this period of time.

This will not influence any unpaid invoices, they will still continue the dunning flow.

1. Click on Pause.

   Note

   If a Manual plan is used, a pop up informs that Automated compensation is not possible. The subscription is using a manual plan. Customer compensation should be handled manually if needed.

2. Click on Confirm to pause the subscription.

3. The subscription can be reactivated by clicking on Reactivate.
   

   After the reactivation of a paused subscription, the customer will be charged for the prorated period.

Expire a subscription

Caution

By expiring a subscription, the subscription will expire instantly without any active rest period. This will overrule the normal notice period (if any is set in the plan).

When a subscription has been expired, it cannot be reactivated again. If the customer would like to continue the subscription, a new subscription needs to be set up.

1. Click on Expire.

   Note

   If a Manual plan is used, a pop up informs that Automated compensation is not possible. The subscription is using a manual plan. Customer compensation should be handled manually if needed.

2. Click on Confirm to expire the subscription.

Cancel a subscription

Note

In the contrary to the Expire a subscription action, the cancellation will not have immediate effect.

1. Click on Cancel.

2. There are three options (if the plan is not a Manual plan):

   1. Cancel in conjunction with the plan: It follows the notice period of the plan.

   2. Cancel after this period

   3. Cancel after contract end: Only available if the subscription has a contract period defined.

   4. After a number of full periods: The numbers can be set up. The unit (Days/Months) depends on the billing period of the plan.

   5. On a specific date: A specific date can be set, but it has to be after the notice period.

3. Click on Confirm to cancel the subscription.

4. A canceled subscription can be reinstated before the expiring date.

   Note

   This is not possible when a Manual Plan is used for the subscription.