General details of the subscription

To understand the basic details and the other various features of the subscription hover onto the General Info tab. This tab will provide you with all the general details of the subscription that you have just created. Here, you will get to understand the basic look and feel of your subscription.

Viewing Subscription Details

Product - Displays the product name

Plan - Displays the current plan

Amount - Shows the subscription amount.

Total Outstanding Amount - Click to navigate to the Invoices tab.

Pay Now - Opens the payment screen.

Change Plan

Click the ‘Change’ hyperlink available next to the plan name to switch to another plan.

Viewing Invoices

View and manage invoices related to the subscription. On clicking on the total outstanding amount hyper link/View Invoice(s) for the paid one, it will navigate to the invoice tab.

Pay Now (Need to Update)

Initiate payment for the subscription.

Subscription Dates

Subscription On - Display subscription start date.

Next Invoice Date - Show the next invoice date.

Credits

Add Credit - Click to add credit against the subscription. In this section it will show the credit amount available against the subscription.

Adding Credit

The ‘Add Credit’ hyperlink opens a flyout to add credit.

Payment Information

Enable AutoPay - Add and save payment details for recurring payments.

Resources

View resources obtained from the subscription, including quantity. Use Change Quantity to adjust resource quantity.

Billing Address

Click Change to modify or add a new billing address.

Invoice Note

+ New Invoice Note - Add notes for future invoices. Click ‘+ New Invoice Note’ to input additional information for upcoming invoices

Subscription State and Plan Type

On the right side of the Subscription Profile Screen, you'll find information about the current state of the subscription. This includes details like whether the subscription is active, unsubscribed, in trial, past due, payment due, expired, or has an invoice due. Additionally, the type of plan will be displayed.

Ref ID and Billing Cycle

Ref ID: Displays the reference ID for the subscription.

Billing Cycle: Indicates the frequency of the subscribed plan (monthly, quarterly, yearly, or custom frequency). Click the "Change" hyperlink to modify the billing frequency.

Quick Links Section

This section provides quick access to various actions within the Subscription Profile Screen.

• Add New Subscription - Click to create a new subscription.

• Manage Add-on - Navigate to the Add-on management page.

• Change Billing Address - Access the page to modify or add a new billing address.

• Add New Role - Create a new role for the subscription.

• Add New Attribute - Add a new attribute to the subscription.

• Add Credit - Initiate the process to add credit to the subscription.

• Manage Recipients - Access the recipient management page.

Jump To Section

This section allows users to jump directly to specific entry screens within the Subscription Profile Screen.

• General Info - Navigate directly to the General Info tab.

• Add-ons - Jump to the Add-ons section.

• Resource - Direct access to the Resources section.

• Payment Information - Quickly navigate to the Payment Information.

• Billing Address - Jump directly to the Billing Address section.

• Roles - Access the Roles section.

• Attributes - Navigate to the Attributes section.

• Invoices - Jump to the Invoices section.

• Credits - Direct access to the Credits section.

• Orders - Navigate to the Orders section.

• Notification Log - Access the Notification Log.

• Dunning - Jump directly to the Dunning section.