Once you have created a Subscription, you can perform many tasks on the Subscription itself. There are two locations where you can access Subscription actions.
From the Subscriptions page, click the More action ("...") located at the end of each Subscriber row. The following submenu popup appears.
You can also click on the Subscriber to view the Subscription, and then click Subscription Actions to view the list of actions.
|Upgrade/Downgrade||An upgrade/downgrade migration allows you to move a Subscriber to a new product using basic proration rules.|
|Initiate Cancellation||When you initiate a cancellation, you have the option of canceling it immediately or at the end of the current billing period.|
|Update Payment Method||Selecting “Update Payment Method” will direct you to the tab, Payment Details. Choose to edit, add or delete the payment method on file.|
|View self-service page||Selecting “View self-service page” will log you out of Advanced Billing. You will be directed to Advanced Billing’s secure page where you can update the credit card for your Subscriber.|
|Put On Hold||If the subscription is active, you can move it to the on-hold state (Subscription Actions > Put On Hold). While the subscription is on-hold, it will not go through the renewal process and nothing will be charged to the customer.|
|Delete||Advanced Billing does not recommend deleting subscribers or customers from your site. However, if the need exists, and the “Unique Email” setting is enabled, the only way to sign up an existing customer is to ensure their customer entry and subscriber entry are deleted.|
|Subscription State Actions||
Depending on the state of your subscription, the Actions menu will display different options.
|Legacy Options||These actions are for legacy architecture only. Most of these functions can now be found on the Invoice tab.|