User manuals

Subscriptions - newUI


List subscription

Subscriptions can be listed, sorted, filtered, columns displaced or displayed. A full text search is available on top.

From there you can:

  • Create a subscription

  • Export the displayed list

  • Clicking on a line brings to the subscription. End of line actions allows to susênd subscription, terminate subscription and change offer.

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View subscription

Subscription can be displayed, sorted, filtered, columns displaced or displayed. A full text search is available on top.

From there you can depending on the status:

  • suspend or terminate the subscriptions

  • Generate the invoice, from all available rated elements, else “No billable transaction for selected billing accounts” will be displayed.

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Products are listed, it is possible to add a product if the offer allows it.

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Invoices and credit notes related to the subscription are listed, for each at end of line you can:

  • Download PDF

  • Duplicate the invoice

  • Create an adjustment on the invoice

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The possible extended information is present if Custom Fields have been defined on the Orders. It is always followed by the activity log.

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Subscription statuses

  • INSTANTIATED INSTANTIATED: subscription has been created but is incomplete

  • ACTIVATED ACTIVATED: subscription is active

  • SUSPENDED SUSPENDED: subscription is suspended

  • PENDING PENDING: subscription is pending activation

  • CLOSED CLOSED: subscription has been closed

  • CANCELLED CANCELLED: subscription has been cancelled

  • TERMINATED TERMINATED: subscription has been terminated through resiliation.