Subscriptions

    Content of this article

    1. Preliminary Remarks
    2. List View
    3. Detail View - Action Bar
    4. Detail View - the Tabs

    1. Preliminary Remarks

    The Subscriptions tab lists all subscriptions that the customer has purchased.
    The list view provides comprehensive information about the subscriptions at a glance (see point 2).
    The individual subscription can be opened in the detail view, where further information can be viewed and various actions can be carried out (see point 3).

    2. List View

    By default, all subscriptions, both active and inactive, are displayed in the list.
    1. Inactive subscriptions can be hidden using the slider.
    2. Subscription steps that have already expired are automatically bundled with the active step.
    3. By clicking on the arrows, more information on the expired step can be expanded.

    3. Detail View - Action Bar


    1. Change Payment Method and Addresses: The payment method, delivery and invoice address can be changed for this subscription.

    2. Cancel: Depending on the offer type, various cancellation options are available. The cancellation options in detail can be found here >> Cancellation Options

    3. Pause: The subscription can be paused or a delivery break can be set. Detailed information can be found here >> Pause Subscription and Delivery Break

    4. Goodwill: Various options are available to grant goodwill.
    • Add Access Right (for time-based and issue-based subscriptions)
    • Add accounting period for free (for time-based subscriptions)
    • Redeliver issues for free (for issue-based subscriptions)
    • Add free issues (for issue-based subscriptions)
     More about Goodwill >> Goodwill Functions

    5. Retry Payment: Either past periods or the current period can be billed here.
    The Past Periods option is available if payments fail (due to expired credit card, inactive bank account, etc.). The process control can be used to set how often a payment attempt should be triggered automatically. This can be triggered manually via Past Periods.

    6. Block/Unblock Access: Access for this subscription can be blocked manually here. As soon as the subscription has been blocked, the blocked label appears in the subscription status. To unblock access again, click Unblock Access in the action bar. The customer will not be informed about the blocking - neither by e-mail nor in the Self Service.

    7. Invoices: Invoice dispatch can be deactivated via Deactivate Invoice Dispatch. The customer will then no longer receive any further invoices for this subscription. If no recurring invoices are to be sent to customers in general, this can be set in Settings > Finance > Invoice Settings > Invoice Management.
    Future invoices for this subscription can also be sent by post via Send Invoices by Post. You can also switch back to e-mail dispatch at any time.

    8. Add Order Indicator: An order indicator can be added subsequently to a subscription.
    Edit Additional Data: Additional data can be edited for this subscription.

    3. Detail View - the Tabs

    Subscription
     All information about the subscription is displayed here. If it is a multi-step subscription, the steps and their corresponding data are displayed on the left-hand side. Clicking on one of the steps takes you to the corresponding step data.


    Data on the invoice recipient, invoice address and delivery address, as well as all important data relating to the product (name, quantity, discount, status, price per issue, unit price, price sheet) are displayed.
    Further subscription data, such as subscription number, type, contract details, etc. are listed in the lower section on the left-hand side. On the right-hand side you will find data on the payment method and booking data.




    The discount button on the right-hand side can be used to grant a discount on the entire subscription, which applies immediately to all future invoices.
    • Click on % Discount.
    • Enter Discount in percent for this subscription*. 

      Note: If you want a 100% discount, you must create a free product.
    Issues 
    This tab is only displayed for issue-based subscriptions and shows the delivery log for each offer step.
    All issues already delivered are sorted here in ascending order.

    Invoices
    All invoices that have already been created are listed here.
    The invoices can be opened and downloaded in the detail view.

    Activities
    A history of what has been changed to this subscription is automatically created here. An activity can be added manually by clicking on the plus symbol.

    Additional Data
    All data that has been added to the subscription is displayed here.

    Accounting Periods
    Here you can track whether access was blocked during an accounting period and what triggered this blocking (e.g. unsuccessful debit - see also settings for process control).
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