Subscription Management Documentation

Overview

This document provides guidance on managing customer subscription plans within the system. It covers creating, modifying, and inactivating subscriptions, as well as managing additional features like extra users and extra storage.

Listing and Managing Subscriptions

Listing Subscriptions

All customer subscription plans and details are listed here, providing full control over subscription management.

Creating, Modifying, and Inactivating Subscriptions

• You can create, modify, and inactive subscriptions directly from this page.

Managing Subscription Grants

• View the list of subscriptions granted to the company through the system.
• Have full control to add, edit, and change subscriptions based on business needs.

Extra User

Managing Extra Users

• Easily update the number of user accesses to the system for specific customer subscriptions.
• Create invoices and record payments against them directly from this page, enhancing billing control.

Extra Storage

Managing Extra Storage

• Handle attachment size and update storage limits at the company level.
• Allow companies to use extended storage packs on existing plans.

Inactive/Modify

Inactivating or Modifying Subscriptions

• Easily update subscription packs, especially for accountant companies that frequently modify user functionalities.

Invoices and Payments

Managing Invoices and Payments

• Creating New Subscription:
  • Choose between trial or live subscriptions.
  • Invoice the subscription fee for live subscriptions.
  • Generate invoices and record payments on the same screen.
  • Invoice and payment options are available only for new subscriptions.

Subscription Hold

Subscription Hold for Resellers

• If a company's subscription is held by a reseller, contact support to resume the subscription.