Documentation: Editing a Subscription – Details Tab

Clicking the Name link for a line on the Subscriptions list allows you to make modifications to an existing Subscription using the Edit Subscription screen, as shown in the following illustration. The Details tab is selected by default and the Invoices tab allows you to add additional, or modify existing, Invoices. Follow the steps below to work with the Details tab on the Edit Subscription 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.
  3. Click the Self-service Page link to display the Self-service screen. Please refer to the Using the Self-service screen portion of the document for details on working with the Self-service screen.
  4. Click the Product link to display the Edit Product screen, where you can make modifications to the Product associated with this Subscription, if necessary.
  5. 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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