Introduction
A Pause option is available for Subscriptions in order to stop services and billing, while keeping the Customer active. Active Subscriptions can be manually resumed or resumed on a specific date.
The Subscription Status updates from Active to Paused, when paused.
Preconditions:
- Only Active Subscriptions can be paused.
- Customize and enable the two Pause related email templates to send email notifications prior to using the Pause Subscription feature. Access Pause Subscription Email Templates article here.
Pausing a Subscription pauses all related billing and revenue schedules, so no invoices or revenue recognition entries will be generated for the duration of the pause.
When a Subscription is Paused, the following actions are prohibited:
- Change
- Renew
- Cancel
- Billing or Revenue Schedule changes
Important Notes:
- Subscription will be in a Paused state immediately after the pause information is saved. Once paused, there is no way to change or cancel the pause. Instead of canceling or changing the subscription pause, use the revert feature for the subscription. Reverting a paused contract acts to reactivate it to its prior state (i.e. before pause).
- When a paused Subscription reaches its Contract End Date, the Subscription Status automatically changes to Expired. To extend the contract end date by the number of paused periods, ensure that the ‘Extend Contract Term’ toggle is enabled when configuring the pause.
- Users can configure the pause to make adjustments to the billing and revenue schedules for any portion of the current period that has already been invoiced or recognized.
Example:
When a pause takes effect in the middle of a period that has already been invoiced, there may be a negative, prorated adjustment to the current billing period for the remainder of the period in which services are paused.
Pause Subscription
Complete the following steps to Pause a Subscription.
Steps:
- Navigate to Menu > Contracts & Orders > Subscriptions.
- Click Pause from the Actions menu for the desired Subscription with Active status.
- Select the Pause as of date from the available drop-down menu. This generates the Pause Effective Date. Options include:
- Today or Specific Date - the Pause impacts Billing and Revenue Schedules according to the Proration Rules as defined on the individual charge:
- Partial Period Proration - an adjustment is made to billing and revenue schedules.
- The adjustment is first calculated for the billing schedule based on the number of days remaining in the period of the pause.
- To keep revenue schedules in-sync with what has been invoiced, a corresponding adjustment is made to revenue.
- Current Full Period - no adjustments are made to billing
- Next Full Period - no adjustments are made to billing
- End of Billing Period - no adjustment to billing or revenue required.
- Partial Period Proration - an adjustment is made to billing and revenue schedules.
4. Select the Resume as of date from the available drop-down menu. Options include:
- Manually Resume - Access the Subscription in the future to manually unpause it. This is the best option for pausing a Subscription indefinitely.
- Specific Date - Unpause the Subscription on this specific date. Select the Resume Subscription date from the date picker.
Resume Subscription
Subscriptions can be manually resumed at any time, even if a specific Resume Date was defined at the time it was paused. When a Resume Date is defined, the Subscription will resume automatically by a background process that runs at the end of every business day.
Steps:
- Navigate to Menu > Contracts & Orders > Subscriptions.
- Click Edit Pause from the Actions menu for the desired Subscription.
- Select Specific Date from the available drop-down menu and use the Date Picker to populate the Resume as of date.
- Once saved, the Subscription will resume after the daily Scheduler Runs.
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