Account Subscriptions
The Account Subscriptions page is another menu item that depends on permissions. Only users with the correct access permissions as detailed in this article can view Account Subscriptions on their Profile.
In addition, there are other factors that determine which Account subscriptions users can view. Users that are the Primary Contact for their Account will see all subscriptions where the Account is the purchasing entity. Also, users that are assigned members of a subscription where the Account is the purchasing entity will also see those subscriptions under Account Subscriptions.
Account Subscriptions displays all subscriptions that have an Account as the purchasing entity. Users have options to manage payments and payment information, members, renewals, and make a cancellation request from this page.
Active subscriptions under Account Subscriptions are grouped by purchase. To view any inactive subscriptions, click View Inactive Subscriptions at the bottom of the Subscriptions page.
Click Manage in a subscription's top-right corner to open a subscription to manage. The subscription management page will open on Payment Settings by default. Subscriptions that have been marked Hide in Portal in the backend will not show up on the Subscriptions page.
Payment Settings: Manage Subscriptions
Subscriptions:
Subscription Renewal:
Under Payment Settings, the option to renew is located in the Subscriptions section. The option to renew will only appear if the current date falls within the subscription's renewal window. When you renew a subscription under Account Subscriptions, the purchasing entity for the renewal and any item added to the purchase will be the Account.
Click Renew. The Subscriptions to Renew section will open. Your options for renewal will display along with your currently selected subscription.
Select a subscription plan from the Plan dropdown menu.
Check Auto Renew if you would like to enable Auto Renew for your subscription.
Click Renew. If applicable, the Assign Members section will open.
The Assignment Members Table displays all Contacts that can be assigned to the subscription. Any Contacts currently assigned will be checked in the Assign column. Check and uncheck Contacts in the Assign column to assign or remove them from the subscription.
The number of members assigned and available openings on the subscription displays in the upper left-hand corner of the Assign Members section.
You can search through the Contacts associated with your Account by typing a Contact's credentials in the Search field.
To create a new Contact, click + Add Member. The Add Member modal will open.
Type the new Contact's First Name, Last Name, and Email in the corresponding fields.
Click Done. The new Contact will be added to the Assignment Members Table.
When you've finished configuring your Members, click Continue. If there is an applicable form to fill out, the Form section will open.
Fill out any required form and click Continue. The Additional Items section will open if applicable. Any additional items for the subscription will display here.
Select any items you would like to add.
When you have completed all available sections, click Add to Cart. Your subscription renewal will get added to the Shopping Cart, and the Shopping Cart page will open. Click Checkout to complete your renewal purchase.
Cancellation Request:
You can put in a request to cancel your subscription. Clicking Cancel does not automatically cancel the subscription. It only marks that there is a request to cancel. If you would like subscriptions to automatically be cancelled upon clicking Cancel in the Portal, your organization will need to insert your own logic to fully cancel the subscription. Click Cancel in the Subscriptions section to put in a cancellation request. A Cancellation Request modal will launch. Click Yes to confirm the cancellation request.
Payment Details:
Payment details for your subscription are located in the Payment Details section.
Update Payment Method:
Click Update Payment Method to update your payment method for Scheduled Payments. The Select Saved Payment Method modal will open.
Select a payment method from the modal and click Save to apply the new payment method.
If you want to create a new payment method, click Create a new saved payment method here. You will be redirected to the Payment Methods page under your Profile.
Auto Renew:
Auto Renew will automatically charge your saved payment method on the scheduled payment date. If Auto Renew has been enabled for subscriptions, the option will be available for you to configure if it is not designated as required for the subscription.
Select Enable Auto Renew. The Enable Auto Renew modal will open.
Select Enable to enable Auto Renew. Your saved payment method will be charged the renewal fee on the next scheduled payment date.
Managing Invoice Payments:
Upcoming invoices will display in a table under Payment Details for subscriptions with Installments. If you have not enabled Automatic Invoice Payments for your subscription payments, you can make payments from here. This table will include the invoice number, the due date, the amount, the amount paid, the balance due, and the receipt number. To make payment towards an invoice:
Check the invoice(s) in the chart that you want to pay.
Click the Make Payment button.
The user will be taken to the Invoice Payment page to complete payment. If Automatic Invoice Payments have been enabled, you will not have the option to make a payment towards an invoice. The Make Payment button will not be available if Automatic Invoice Payments are enabled.
To view an invoice, click the invoice number in the Invoice # column. To view a receipt for an invoice payment, click the receipt number in the Receipt # column.
Manage Scheduled Payments:
For subscriptions using Scheduled Payments, the Payment Details section will display a Scheduled Payments table with upcoming payments. This table includes the payment date, the amount, the payment method, and the invoice number. Users can click the invoice number to display a copy of the invoice.
Payment Details Post-20 Spring Release:
For invoices (invoice-type Sales Orders) generated after upgrading to the 20 Spring release, you'll view your invoices in a table containing the following fields:
Invoice #, Due Date, Total Amount, Amount Paid, Balance Due, and Receipt Number.
Note: Subscription Plans can be paid by credit card or eCheck.
You can make a payment by selecting the invoices you want to pay and clicking Make Payment. You will be navigated to the Invoice Payment section on the Checkout page to pay your invoice(s).
When your subscription includes installments, you'll see an Installments table and a bar displaying the following:
Next Payment Due
Next Payment Amount
Past Due Amount
Current Amount Due
Click Make Payment to apply payment to the Current Amount Due and any Past Due Amount.
Members:
If your subscription allows you to assign additional members, you will see a Members section in the top-left navigation menu. In this section, you can manage any members assigned to your subscription. Click Members to open this section.
Assign Members:
The Assignment Members Table displays all Contacts that can be assigned to the subscription. Any Contacts currently assigned will be checked in the Assign column. Check and uncheck Contacts in the Assign column to assign or remove them from the subscription.
The number of members assigned and available openings on the subscription displays in the upper left-hand corner of the Assign Members section.
You can search through the Contacts associated with your Account by typing a Contact's credentials in the Search field. Contact Matching is disabled for Member Assignment. Only Contacts from the active user's Account will generate.
Add Members:
If a Contact isn't already showing up in the Assignment Members Table, you can add the new Contact with the + Add Member button.
To create a new Contact, Click + Add Member. The Add Member modal will open.
Type the new Contact's First Name, Last Name, and Email in the corresponding fields.
Click Done. The new Contact will be added to the Assignment Members Table.