Customer's subscription
Create or add new subscriptions here
Managing a customer's subscription in saaslogic involves overseeing all aspects of the customer's subscription, from initial setup to ongoing billing and support.
My Subscriptions
This is a space where the newly onboarded customer can create a new subscription or view all active, expired, past due or payment due subscriptions, if any.
Add a new subscription
The customer can add a new subscription to any product by clicking on the +New Subscription button in the extreme corner of the customer portal page.
The global search button can be used to search for anything in the page except the date.
This page will display a list of all products of that the customer can subscribe to via the customer portal. The products name will be listed along with a short description.
The name of the customer will also be displayed. The customer can use the search button to search for the product that he/she wishes to subscribe.
The workflow for creating a new subscription is also displayed here. The current status of the subscription workflow will be highlighted in bold.
Once the desired product is chosen, the customer can click on Next to view the list of plans through which he/she can subscribe to this product.
Addons and Attributes for the selected product will be displayed in the workflow based on their availability for that product.
The various plans in the different available billing frequencies will be listed here and the customer can click on Subscribe to choose the desired plan.
In case the plan has a trial period, a Start Trial button will be displayed along with the Subscribe button.
The Billing Address of the customer will also be displayed here.
If the customer has multiple billing addresses he/she can use the Change link against the billing address to choose the address of their choice.
Click on this link and all the billing address of the customer will be displayed here.
Once the plan and the billing address is chosen, the customer can customize certain resources to the plan. This is strictly applicable to tiered and flat plans only. Based on the units added here, the price of the plan will display the necessary variations.
Now, click on the Subscribe button to make your choice of the desired plan and then click on Next.
At this point, you may add the necessary Add-ons based on its availability in the product. The rates of the selected Add-ons will be displayed here. The necessary Add-ons can be added by clicking on the +Add button. The added Addons can be removed by clicking on the -Remove button.
The total cost of the product so far will be displayed in the bottom section.
Click on Next and all the attributes attached to this product will be displayed. Enter the values for the attributes that you want to attach to this subscription.
Once you have entered the necessary values in the Attributes section, click once again on Next to arrive at the Check Out page.
The Check Out page will display the following details of the subscription:-
Display name - The name by which the subscription will be referred to.
Subscription start date - This is the date that the customer can set for the subscription. This can be either a future date, back date or current date.
Current billing cycle
Apply coupons if applicable
Product Description
The different resources added along with their pricing
The various charges incurred against this product
The Add-ons added along with its price
The total cost of the subscription along with the tax included and finally the Grand Total.
The different ways by which the payment against this subscription can be made. (Bank or Card)
Click on Check Out and this newly created subscription will now be listed along with the various subscriptions.
Here, the total outstanding amount against that customer and the number of invoices that are pending for payment will be displayed.
The search bar allows the customer to search for the required subscription.
Click on +New Subscription to create an absolutely new subscription.
Each subscription will be displayed with the following details:-
Name of the subscription
Name of the product associated with it
The various status of the subscription (Active, Payment Due
The total amount due against each product
The next date of invoice generation of each subscription
The status of the invoice - Pending, Paid
The invoices that are pending payment will have the Pay Now link along with the total amount due against that subscription. The payment can be made instantly using this link.
The Manage dropdown against each subscription can be used to make the various changes to the subscription.
Now you have completed the processes of creating a new subscription. This new subscription will appear in the grid with the concerned status tag.
