Subscriptions
Subscriptions
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If the Subscription module is purchased, this menu will be displayed. This overview lists all subscriptions.
Overview
This overview contains the following information:
✅ Debtor name: Name of the debtor
✅ Key: The unique key for this subscription (also called SubscriptionGuid)
✅ Billing interval: How often are invoices created
✅ Start date: The start date of the subscription
✅ End date: In case the subscription has been stopped, the end date of the subscription
✅ Payment method: The payment method of the subscription
✅ Payment identifier: The iban, email address, mandate reference or card number which is used for this subscription
✅ Status: Status of the subscription
By clicking on a subscription, you can see the details of the subscription.
Available actions
This option allows you to download all selected subscriptions in a .CSV file format.
Available filters
Subscription key, Debtor, Product, Price schedule, Invoicing interval, Status, Start date.
Details
Under ‘Details’, you’ll find more information about the subscription. From here on, you can click straight to the debtor, the original data request and the Credit Management scheme.
Available actions
Stop subscription: Click here if you wish to stop the running subscription.
Invoices
Under ‘Invoices’, you’ll find an overview of all invoices that are linked to this invoice. This overview contains the following information:
✅ Date: The date when the invoice was created
✅ Invoice number: The Invoice number
✅ Amount: The original invoice amount
✅ Amount paid: Total amount that is paid of the invoice
✅ CM-scheme/schedule: The name of the Credit Management scheme
✅ Status: Invoice status
From here, you can click straight to the specific invoice.
Products
Under ‘Products’, you can see all pricing plans that are linked to the subscription. Here you’ll find the unique key for this subscription, the start date and possible end date, and the status of the subscription.
Available actions
Edit charges: Under "Edit charges", you’ll find a pop-up screen displaying the financial details of the pricing plan.Including the name, number of units, price, VAT rate, etcetera. You can also see the type of cost, which indicates whether you’re dealing with one-off or recurring costs.
Statuslog
The status log keeps track of all modifications. It also shows when an invoice was created.
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