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Contracts and subscriptions

A subscription and its coupon

This is a subscription's own page: its plan, its billing and its coupon. A coupon takes an amount or a percentage off the subscription.

Where

Contracts & Subscriptions › Subscriptions › a subscription

Who

Anyone allowed to manage subscriptions.

The page

The head shows the customer, the plan, the price and the status. Its buttons are Change plan, Send the details again and More. Change plan also holds Pause. Under More: View invoices, Edit, Print sheet and Cancel subscription.

A subscription's page with the More menu open
TabWhat it is for
OverviewThe Customer, the Project, the Billing plan, the Quantity, Who issues the invoice and the Next billing cycle.
Billing historyWhat was billed in each cycle.
UsageThe usage recorded, when the subscription bills by usage and not by quantity.
ActivityEverything that happened on the subscription.
A subscription's page, Overview tab
A subscription's page, Billing history tab
A subscription's page, Usage tab

Add a coupon

1
Press More and then Edit.
2
Beside Coupon, press + Add a coupon.
The Edit subscription form, where the coupon is added
3
Type the Coupon code. Choose the Discount: Percent or Fixed amount, and the Amount off. Choose when it Applies; a coupon that repeats also asks For how many cycles.
4
Press Save coupon. The coupon is now offered on every subscription.
5
Choose it in the Coupon box and press Save.
Take the coupon off removes it from the subscription. The cycles already discounted keep their discount.

Change the plan

The Billing plan is not changed in the edit form. Press Change plan: it prices the change, and you can try it first before you confirm.