Subscriptions
Overview
If the Subscription module is purchased, this menu will display a list of all subscriptions. The overview includes the following information:
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Debtor Name: Name of the debtor
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Key: The unique key for the subscription (SubscriptionGuid)
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Billing Interval: Frequency of invoice creation
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Start Date: The start date of the subscription
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End Date: The end date if the subscription has been stopped
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Payment Method: The payment method of the subscription
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Payment Identifier: The IBAN, email address, mandate reference, or card number used for the subscription
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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 βDetailsβ, 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.
Updated 3 months ago