There are occasions when you may need to modify a client's subscription. The system has the feature to modify the subscription amount and date, as well as installments.
Go to the contact profile, select the Billing tab, and then select the Subscription tab. Click the Invoices button to view the forecast invoices.
Modify Subscription Installment
To modify an installment, you will need to click on the pencil icon next to the invoice you want to change.
Enter the amount you want and click the Confirm button.
Important Tip:
This action can only be executed two or more days before the due date.
You can modify multiple future installments
You will not be able to modify the date of the installment
To undo the changes you've made, click on the Undo button next to the installment.
Modify Subscription
To modify the entire subscription, click the Modify Amount button or the Modify Date button.
The system will provide you with available dates where you can move the bill date. Once you choose the date, click on the Confirm tab to save the changes. This will modify all the subscription installment dates.
Enter the amount you want and then click the Confirm button. This will modify all the subscription installment amounts.
Modified Invoice Report
This report is a new addition to the Billing Reports collection. On the left menu, please select Membership Billing and then click the Reports. Look for the Modified Invoice Report and click the Manage button.
Important Tip:
After modifying the subscription, the changes made will be displayed in real time on the subscription details. This will include the number of installments. But the forecast invoice may take time to display the changes. Usually, it will reflect after the reconciliation process is completed, which takes place from 10 am UTC to 1 pm UTC the following day.
When viewing the Invoices, the system will display the page with the current invoices by default; it will not display by page order, so you don't need to switch pages to get to the current invoices, especially when the subscription started long ago.
If you are in the middle of a single installment modifying action, you will not be able to do Modify Amount and Modify Date on the entire subscription.