A recurring subscription is a subscription of continuous charges over a given time cycle, with authorization by the client, of a fixed amount of payment from his/her credit card. Project Managers can set up auto renewal of services or bill a project continuously by establishing when the billing starts, ends, on which date the payment should be pulled, and how long (occurrences) this should continue.
The system lists all recurring subscriptions you have created. From the list, you have the option to search for a specific Recurring Subscriptions by Status, by Project or by Company.
To find a recurring subscription, do the following:
- Go to Biling > Recurring Subscriptions. After doing this, a page will appear like the one shown here.
- To edit a recurring subscription, click on a corresponding Edit link.
- To check recurring subscription logs, click on a corresponding Log link. The logs will include the specific date and time the subscription was created and who created it as well as all the email notifications sent.
- To change the status of a recurring subscription, click on a corresponding status link (e.g. Active, Disabled or Cancelled).
Notes: - Type a keyword (e.g. service/item description, recurring subscription key/number, etc.) in the box provided for Find Recurring Subscriptions.
- You can also filter the search by clicking on the Advanced Search link. Here you are given options which you can use to find a specific subscription.
- To search a subscription by status: Select a subscription status in the By Status dropdown list.
- To search a subscription by project: Type a project name in the By Project box. As you type the first letters of the project name, the list of projects that match your entry will appear. To avoid committing typo error, please use the list.
- To search a subscription by company: Type a company name in the By Company box. As you type the first letters of the company name, the list of companies that match your entry will appear. To avoid committing typo error, please use the list.
To create a recurring subscription, do the following:
- Go to Billing > New Recurring.
Note: On the top right hand corner of the Recurring Subscription form is the Recurring Subscription key or number. You can use this key when searching for a specific subscription. - Choose a Project in the box provided. As you type the first letters of the project name, the list of projects that match your entry will appear. To avoid committing typo error, please use the list. After you entered a project name, the Account owner field will automatically be filled out with the user name associated with the project.
- Type the Service/Item description as well as the corresponding amount for that service. Then, click on the Insert new item button.
- Fill out the Credit Card Info boxes for the Client’s credit card number, card expiry date, name as well as the billing address and contact information
- Click on the
icon to select when the billing should start. - You also have the following options to specify when the billing should end, and how long (occurrences) this should continue.
Never – Continuously bill the credit card on file on a month to month basis.
Occurrences – Billing will stop after a specific number of occurrences.
On – Specify the date to stop billing the project. - Click on the Create Subscription button.
Note: You can send the Recurring Invoice through email if you do not have your Clients’ Credit Card Information. Just type in the email address where it should be sent in the box provided, and then click on the Send to customer for payment button. After doing this, the Client will receive an email notification regarding the recurring invoice and will be provided with a link for the payment process.