There are occasions that 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 Biiling tab and then select the Subscription tab. Click the Invoices button to view the forecast invoices.
Important Note: The Invoices feature on Billing is no longer in Beta.
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 Save Changes button.
Important Tip:
This action only can 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 Modify Amount button or Modify Date button.
Select the date you want and then click Save Changes button. This will modify all the subscription installment dates.
Enter the amount you want and then click Save Changes 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 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 at 10am UTC to 1pm 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 specially 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.