Adding an adjustment to a subscription will either increase or decrease the balance due on the subscription.
- An adjustment does not actually touch the gateway or return any funds to the customer’s credit card.
- The customer’s payment method on file will not be charged.
Adjusting the balance on a subscription directly affects the amount of money the customer owes. Once you change a balance on a subscription, their balance will be immediately affected.
How to record an adjustment
To add an adjustment to a subscription, navigate to the summary page. Select the dropdown menu “Actions” and select “Adjust balance.”
An adjustment is created by selecting one of the following actions:
- Decrease the subscription’s balance by [Enter dollar amount]
- Increase the subscription’s balance by [Enter dollar amount]
- Set the subscription’s balance to [Enter dollar amount]
Enter the amount to increase, decrease or set the balance to an amount (i.e. “10.00”). All amounts should be entered as positive numbers.
Be sure to add a memo (i.e. “Additional charge for extra usage”). This memo will be displayed as a line item on the open statement within Advanced Billing. Additionally, this memo can be useful to reconcile why adjustments were assessed.
A subscriber will not be notified via email if you adjust the balance on their account. However, the current/open statement will be augmented to reflect the changes to the balance of the account.
Below we have an example of a statement for a zero dollar product. This statement was generated as the subscription was generated.
As we look to the example below, the existing statement was augmented when the balance was adjusted on the subscription. In this case, the subscription balance was decreased. Advanced Billing notes this as a credit on the statment below.
Best Practices for adjustments
If you change the balance on any subscription, it’s best to inform your customer of these changes. Select Re(Send) Via Email to deliver a new version of the statement to your customer. They will receive an updated version of the statement shortly.