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Creating a subscription

Version: V8.1.0
Added on: 05/20/20
Time: 30 min
Category: Tutorials

Useful Terms

Creating a subscription

  1. Are you ready?

    In this tutorial we are going to learn how to create a subscription.

    We will use the following parameters:
    Customer's Name: John Smith
    Plan name: Standard Monthly Plan
    Payment Option: John Smith
    Number of billing periods: 12
    First Billing Date:06/01/20
  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Locate sidebar menu on the new Console.
  4. Select Customers menu item.
  5. Locate John Smith in the list of customers on Customer Summary form.
    Note: you can add and apply filters to search customers by one or combination of the following parameters: first name, last name, organization, email, phone, balance, status.

  6. Click Settings button.
  7. Locate     Subscription Summary form.
  8. Click New Subscriptionbutton .
  9. Choose Standard Monthly Plan     in the Plan combobox.
  10. Choose John Smith (Visa ****1111)     in the Payment Option combobox.
  11. Choose 06/01/20     in theFirst Billing Date.
  12. Click   Savebutton .
  13. Note that you can also add a new subscription from the new Console main menu.

    For this purpose,
  14. Select Subscriptions in menu item on the new Console sidebar menu.
  15. Click New Subscriptionbutton on Subscription Summary form.
  16. Select John Smith in the Customer combobox.
  17. Perform steps 8-11 described above.
  18. Congratulations, you are done!

    You have learned how to create a subscription. Now you can do this by yourself.