Subscriptions

Overview

If the Subscription module is purchased, this menu will display a list of all subscriptions. The overview includes the following information:

  • Debtor Name: Name of the debtor

  • Key: The unique key for the subscription (SubscriptionGuid)

  • Billing Interval: Frequency of invoice creation

  • Start Date: The start date of the subscription

  • End Date: The end date if the subscription has been stopped

  • Payment Method: The payment method of the subscription

  • Payment Identifier: The IBAN, email address, mandate reference, or card number used for the subscription

  • Status: Status of the subscription

Click on a subscription to view its details.

Available actions
  • Download selected subscriptions in a .CSV file
Available filters
  • Subscription key
  • Debtor
  • Product
  • Price schedule
  • Invoicing interval
  • Status
  • Start date

Details

Under β€˜Details’, you can find more information about the subscription. This section also provides links to the debtor, the original data request, and the Credit Management scheme.

Available actions
  • Stop Subscription: Stop the running subscription

Invoices

Overview of all invoices linked to the subscription:

  • Date: The date the invoice was created
  • Invoice Number: The invoice number
  • Amount: The original invoice amountAmount Paid: Total amount paid on the invoice
  • CM-Scheme/Schedule: The name of the Credit Management scheme
  • Status: Invoice status

Click on an invoice to view specific details.


Products

Details of all pricing plans linked to the subscription:

  • Unique key for the subscription
  • Start date and possible end date
  • Status of the subscription
Available actions
  • Edit Charges: View and edit financial details of the pricing plan, including name, number of units, price, VAT rate, and type of cost (one-off or recurring).

Status Log

The status log tracks all modifications and shows when an invoice was created.