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Manage the active subscriptions

Go to Customer app > View the customer account > Subscriptions> Click the eye icon on the subscription:

1. Change ownership​

Click the 2-way arrow to change. You will be required to key in the new owner's OrgUUID.

**Notes:

  • This feature is not available for trial subscriptions.
  • Once the subscription is transferred, all the current settings will be reset.

   

2. View assignees​

View the customer's members who are assigned to the subscription.

   

Link the subscription with a premade contract created in Contract App.

   

4. Upgrade/Downgrade the subscription plan​

  • Upgrade: you need to pay the cost (from B3 to partners) for the pro-rated difference.

    • For example:
      • Your customer subscribed for an application Professional Plan:
        • Cost (b3-partners) = $365/year
        • Price (you, partner - your customers) = $370/year (configured in Product App)
        • Active duration: from 16 Nov 2020 - 15 Nov 2021
        • Fully paid
      • On 16 Jun 2021, your customer wants to upgrade to Business Plan which has:
        • Cost (b3-partners): $730/year.
        • Price (partner-customers): $740/year
      • => The prorated charge for Business Plan from 16 Jun 2021 to 15 Nov 2021 (6 months) is:
        • Cost (b3-partners): $365
        • Price (partner-customers): $370

  • Downgrade: you are not refunded for the difference.

   

5. Change the add-ons​

  • Increase: you need to pay for the pro-rated difference
  • Decrease: you are not refunded for the difference

   

6. Change the number​

 

  • Swap number*(must be in the same SKU code)*: free of charge
  • **Add more number:**you need to pay for the pro-rated difference
  • Remove number: you are not refunded for the difference

   

7. Change billing model​

  • From yearly to monthly or monthly to yearly
  • Cycle multiplier can be any number
  • The change will be applied in the next renewal cycle

   

8. Turn off/on Auto-Renewal to unsubscribe/resubscribe a subscription​

   

9. Extend a subscription​

  • **Quick:**extend to a multiple of a defined billing cycle, for ex. 2 months or 4 years.
  • Absolute: extend to a exact date (at least 1 month).

   

10. History​

See all records related to the chosen subscription:

   

11. Terminate​

End of life a subscription before it expires. This action CANNOT be reversed.
If you Allow Refund for your customers. The following refund policy will be applied: 

  • Within 14 days since the purchase date, the subscription is refunded fully
  • After 14 days from the purchase date, the subscription fee for that month is not refunded. Example: Yearly subscription purchased on May 1.
    • On May 2, the subscription is terminated, the full YEARLY subscription fee is refunded.
    • On May 28 (more than 14 days after the activation date), the amount refunded is the subscription fee for 11 months (the fee for May is not refunded).