Subscriptions assigned via products

The status of the assigned subscription:

• Pending – subscriptions that are not yet active and will be activated in the future.
• Active – currently active subscriptions (the reseller is billed for these subscriptions).
• Closed – subscriptions that have already been closed.

This is the subscription name that isn’t shown to end users. Under the name, you can see the standard subscription fee per reseller’s billing period.

This column features one button:

• Click Edit to edit a subscription.

The subscription name that resellers will see on their portals.

The ID of the account signed up for this subscription via a product. This is also a link that redirects you to the corresponding account page.

The name of the product that includes this subscription. This is also a link that redirects you to the corresponding product page.

The amount of money that is charged for the current billing period.

The amount of money that will be charged for the next billing period.

This shows whether the recurring fee is adjusted for this reseller.

• No adjustment – the standard subscription fee is applied. Even if the default discount is set for the reseller, this discount will not apply to this specific subscription.
• Default customer discount – the default discount that is set for the reseller will be applied to the subscription, e.g., “Discount 10% (default)”. With this option, even if the default discount is not currently set, it will be applied to this subscription once it is set for the reseller in the future.
• Discount – a fixed discount amount or a discount rate is applied to this specific subscription, e.g., “Discount 15%”.
• Upcharge – a fixed amount or an upcharge rate is applied to this specific subscription to increase the subscription fee, e.g., “Upcharge 8 USD”.

This shows the date when the subscription is activated. Note that if an activation fee is defined for a subscription, it’s applied on the activation date.

The end date of the billing period to which the subscription applies.

The end date of the promotional period. This period is set in the subscription settings. To add/remove this column, click Settings on the title bar, click Customize columns, and select/clear the Promotion ends checkbox.

The date when the subscription is activated.

The closing date of the subscription.

You can reduce the subscription periodic fees for a specific reseller by providing them a discount that by default will apply to all subscriptions assigned to the reseller, both directly and via products. You can manually change/remove this default discount for a specific subscription by editing an already assigned subscription.

To set a default discount for the reseller:

1. Click Set default discount on the toolbar.
2. In the Set customer’s default discount dialog, specify the default discount rate for the reseller’s subscriptions, e.g., 10.
   When you change the default discount for the reseller, e.g., from 10 to 15%, the new rate will automatically apply to all subscriptions with the Default customer discount option selected in the Periodic fee adjustment field.
3. Click Apply.

   

You can edit only pending and active subscriptions. To edit a subscription, click Edit in the Actions column.

The Edit subscription dialog opens with the details of the subscription assigned.

For subscriptions, assigned to resellers via products, you can change:

• The subscription plan name that is visible to end users (Name for end users field).
• The Periodic fee adjustment option:
  • No adjustment – select this option to apply the standard subscription fee, even if the default discount is set for the reseller.
  • Default customer discount – this option means that the default discount that is set for the reseller will be applied to the subscription, e.g., “Discount 10% (default)”. If the default discount is not currently set, it will be automatically applied to this subscription once it is set for the reseller in the future.
  • Discount – select this option to specify a fixed discount amount or a discount rate that will  apply to this specific subscription, e.g., “Discount 15%”.
  • Upcharge – select this option to specify a fixed amount or an upcharge rate to increase the subscription fee, e.g., “Upcharge 8 USD”.

To open the corresponding subscription page to see the details, click Show .

• Change table settings – click Settings  in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click the arrow (or ) next to the column header to re-sort the rows. For example, the Subscription list displays records in alphabetical order. You can re-sort them in the reverse order.
• Change the default number of results globally – use the Number of results dropdown list in the upper right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it's automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.