Subscriptions enable users to manage one-off and recurring transactions for charging non-metered services.
- One-off Subscriptions may be used for managing server setup fees or applying a one-off correction.
- Recurring Subscriptions are typically used to charge a specific service for a certain quantity every month or every year.
To create a subscription, first, browse to the Accounts > Subscriptions menu. In the Subscriptions menu, it is now first required to select a 'leaf account' (meaning: an account at the deepest level of a report definition). Once this account has been selected, a new Subscription can be created:
Creating a new Subscription for a leaf account
When creating a new subscription, it is mandatory to first give it a name and select the Service Category and Service where this Subscription applies to:
Selecting the Service
Once a Service has been selected, depending on the type of Service, you are either free to fill in a customer Subscription Rate or optional Cost. If this service has already rates configured in Exivity, it will automatically show and use those:
Providing custom rates for a Subscription
Next, the Interval section will be required to fill in. First provide the Subscription Type, which can be either a Recurring subscription or a One-off transaction. In the case of a Recurring subscription, it is required to provide an Interval of Daily, Monthly or Yearly. This determines how often the Subscription is being charged. Then the Subscription Start date needs to be set, which determines the initial charge date. Also, an optional End date is configured. If none is provided, it will be charged until the Subscription is removed, or changed later to include an End date.
When creating a Monthly or Yearly Subscription, it is also required to select a Charge day. This determines the day of the month when the Subscription is being charged. In case of a Yearly subscription, it will also be required to specify a Charge month, to indicate which month of the year the Subscription will be charged:
Depending on the Interval, a Change month and/or day are required
The last step in creating the subscription is specifying a consumed Quantity, which should reflect the number of units being charged per interval. Optionally an Instance Identifier may be specified. If none is provided, it will fall back to the name of the Subscription.
Click the Create button to create this subscription. In case you are creating a Subscription with a historical Start date, it will then be required to use the Create - with preparing button:
In case you are creating multiple Subscriptions, it is advisable to stack these creations to avoid having to execute Create - With preparing multiple times in a row.