5.5. Subscription Service and Pricing (Payment Plan)


Payment plans are created for all payments you make, whether fixed amounts at fixed intervals or variable amounts at variable intervals, such as support service, school installment, care service. Based on the agreements made, monthly, quarterly, or annual payment options can be created.



Payment Plans on Workcube proceed through subscriptions. These are the most basic records that must be entered for periodic and automatic invoicing. First of all, contracts are made and service fees are determined, then a payment plan is created for the subscription after opening the subscription and making the registrations.

Payment plans are saved from the Subscription Detail > Other > Payment Plan screen.


“Create Payment” in the payment plan is used for planning, lines are created according to this plan. On the relevant start date, as many as the number of repetitions entered according to the desired period, payment plan, quantity, amount and product are created. After the rows are formed, checks are made. If desired, row-based changes can be made. After the last check, the payment plan created with the save button at the bottom right at the end of the lines is saved.

Areas to Consider While Creating a Payment Plan

  • Quantity: It is the field where the quantity of the defined product or service is given in the specified period.

  • Unit: It comes associated with the product.

  • Discount: If applied, the discount percentage is defined in this field.

  • Period: It is the field in which the payment cycle is added. Period definitions come automatically.

  • Payment Method: In transactions such as invoicing, provision, and automatic payment, the payment method is used.

  • Repetition: Repetitions are indicated based on the contract made.
    For Example;
    -If you make the annual selection in the period and enter 1 again, you will issue a single annual invoice.
    -If you make the annual selection in the period and enter 12 again, you will be invoiced monthly for 12 months.

  • Batch Invoicing: It is an invoicing type in which different products in a period are collected in a single invoice.

  • Group Invoicing: This invoicing method should be selected when we want to collect all products belonging to a subscription from different periods in a single invoice. If group invoicing is desired, this box must be ticked.

  • Run Campaign Operation Rules: When "Run Campaign Operation Rules" is selected, only if the product selected on the payment plan page is in the campaign, the rules for that product are run.

NOTE: Batch Invoice and Group Invoice are issued separately. Here, lines will be sent in Batch Invoice transactions according to the criteria determined in the Subscription details, and invoicing will be done.


WARNING:After clicking "Create payment", the subscriber adds the payment plan lines and shows them to you as a preview. If the "Save" button is not clicked, the added lines will not be saved in this payment plan.

Suggestion: In case you need to invoice different amounts in one or more invoices while you are going to invoice the same amounts in each period, first add the standard amounts to the payment plan and then change the amounts in the lines to be invoiced differently, and click the "Save" button. For ExampleIn a situation where a deposit will be taken in the first month of the payment, you can manually change the amount of that month from the "Amount" column after standard invoicing is created.


GI: In order to send the invoice for different months (periods) as a single invoice, you can enter the Payment Plan page and send it as a single invoice by ticking the “GI” boxes on the relevant lines that have not been invoiced.

Invoice ID: When invoicing in batch via subscriber payment plans, the system automatically associates the issued invoice with the relevant payment plan line and assigns the Invoice ID automatically.

In cases where a batch invoice is not made, if a manual invoice has been entered, you can associate that line with the issued invoice from the popup in the Invoice ID column.

Collection ID: If Virtual POS, Provision is used, the value is automatically displayed here. If it is not used, the collection of the invoice can be selected from the collection ID popup.

Batch Provision: This field is selected if a batch provision file has been created for the related payment plan line. Afterwards, upon the authorization return, the payment information for a transaction that has been approved will also be selected, but if it is an unapproved transaction, the Information Collected Provision Created is removed. So the rows can be sent back to provisioning.

Paid: This field is selected if the authorization has been approved and the credit card transaction has been saved in the system. It is among the approved transactions from the automatic payment process, and if the incoming transfer transaction is saved, it is selected. With a manual payment, this field can be set as paid. Thus, the new provision-automatic payment screens will not be processed.


TIP: If you say "Yes" to "Get Batch Change Option for Rows" in the Payment Plan XML settings you can change the lines in batch after you save the payment plan.


NOTE: With the process in the payment plan, the stages can be followed and customization can be made. Date-Amount and Transaction-based history information is kept for all transactions made on this screen.

With the "Clear" button, all unused (not invoiced, unpaid, provision not created, reference system not selected) payment plan lines after the date entered on the screen that opens can be deleted.

Payment schedule lines with "Paid" or "Invoiced" set cannot be changed/deleted. Rows are shown as disabled. However, if the user is admin or depending on the superuser authority on a module basis, he/she can make the necessary update.

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