Documentation: Customer Subscriptions Tab

Selecting the Subscriptions tab on the Editing Customer screen displays the Subscriptions screen, as shown in the following illustration. This screen allows you to see current Customer Subscriptions and make modifications to them as well as add new Subscriptions to Azimio. Subscriptions can either be manually added here, or a customer can Self-Enroll for a Subscription as described later in this document. Each line on the Subscriptions list shows the Name, Date Start, Date End, Status and Next Assessment information for a Subscription. Follow the steps below to work with this screen.

 

  1. Click  to add a new Subscription to the system. Please refer to the Adding a Subscription section of the document for details on adding a Subscription to the system.
  2. Click the Name link for a line on the Subscriptions list, or click  to make modifications to that Subscription. Please refer to the Editing a Subscription section of the document for details on editing Subscription information.

 

 

 

Adding a Subscription

Clicking  on the Subscriptions screen allows you to add Subscriptions to Azimio using the Add Subscription screen, as shown in the following illustration. Use the steps below to add a Subscription for a Customer to the system using this screen.

 

  1. Select a Rate Plan with which to associate the new Subscription from the Rate Plan list. Use the Calendar icon to enter the starting date for the Subscription in the Date Start text field.
  2. Click  to save the new Subscription to the system.

 

 

Editing a Subscription

As previously noted, clicking the Name link for a line on the Subscriptions list or clicking  displays the Edit Subscription screen, illustrated below. The Details tab is displayed by default, showing the Subscription Details, Customer Data and Rate Plan Fees associated with the Subscription. Follow the steps below to work with the Edit Subscriptions screen

 

Within the Subscription Details portion of the screen:

  1. Click  to delete this Subscription, if necessary. Please refer to the Deleting a Subscription section of the document for details on removing a Subscription from the system.
  2. Click Upgrade / Downgrade to upgrade or downgrade a Subscription. Please refer to the Upgrading / Downgrading a Subscription section of the document for working with the Upgrade / Downgrade Subscription process.

 

 

 

Within the Subscription Details portion of the screen:

  1. Click the Self-service Page link to display the Self-service screen, where payments can be made on the Subscription. This is the same page the customer will use to manage their Subscriptions including processing Payment and adding new Subscriptions. Please refer to the Using the Self-service Page section of the document for details pertaining to this screen.
  2. Click the Product link to display the Edit Product screen, where you can make modifications to the Product associated with this Subscription, if necessary.
  3. Click the Rate Plan link to display the Edit Rate Plan screen, where you can make modifications to the Rate Plan associated with this Subscription, if necessary.


Within the Customer Data portion of the screen:

  1. Click the Name link to display the Edit Customer screen, where you can make modifications to the Customer’s information. Please refer to the start of the Editing a Customer section of the document for details on modifying Customer information.
  2. Click the Income link to display the Invoices screen, where you can add new Invoices or modify existing Invoices, if necessary. Please refer to the Invoice Tab section of the document for details on Subscription Invoices.
  3. Click the Last Service link to display the Edit Invoice screen, where you can make modifications to or cancel an existing Invoice, if necessary. Please refer to the Editing an Invoice section of the document for details on editing an Invoice.
  4. Click the Amount Due link to display the Invoices screen, where you can add new Invoices or modify existing Invoices, if necessary. Please refer to the Invoice Tab section of the document for details on Subscription Invoices.
  5. Click the Last Payment link (need a payment to be made so that this link becomes active)
  6. Click the Contacts link to display the Editing a Contact screen for the Customer Contact associated with this Subscription, where you can make modifications to that Contact’s information, if necessary.

 

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