Subscriber Payment Plan Transfer
Workcube Subscription Management allows you to create a payment plan based on the contract content and make automatic periodic invoicing based on this plan. Subscriber payment plans can be transferred in bulk through the page.
Path:Control Panel > SYSTEM > Import > SUBO > Subscriber Payment Plan Transfer
With the Payment Plan screen, certain services are provided to customers. Invoicing should be done periodically.
Recommendation:To get detailed information about the Payment Plan screen, you can read our article titled "Subscription Service and Pricing (Payment Plan)".
For example, if maintenance support service is provided to a subscriber, a maintenance support invoice must be issued every month. Considering that there are hundreds of thousands of subscribers like this, issuing and managing these invoices one by one every month is a serious waste of time and a troublesome process.
The issued invoices and receipts are followed up. When the time comes, numerous invoices are created on a single page.
Workcube allows subscribers to transfer payment plans in bulk.
Let's examine the Subscriber Payment Plan screen under SUBO Subscription Management on the Import screen.

Attention: With the Subscriber Import screen. During system installation, payment plans previously created for subscribers are transferred to the system in bulk.
On the Import screen, the format of the file to be transferred is given respectively on the right. Fields marked with an asterisk are mandatory fields.
If the file is created taking into account the information in the help file, the transfer will be achieved without any problems. You can get information about the file to be created by downloading the sample file.
If the transfer file is not suitable, the system will give you a warning message.
Note: The Payment Method ID information in the help file is taken from the Workcube Payment Methods screen.
Feedback
It is used to collectively save the payment plans created for subscribers to the system in order to perform bulk invoicing.