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 ‘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.

Updated 5 days ago