Suspend & Resume Subscription via Coupons

Ordway is designed to provide flexible options for managing Subscriptions for evolving customer preferences. One potential scenario is to temporarily suspend a customer’s Subscription charges in an effort to reduce the possibility of customer churn.

Example: A customer with churn risk can be offered a suspension of their Subscription for a specific period of time that aligns with their billing frequency (e.g. 3 months suspension from all charges for a monthly subscriber).

Ordway uses Coupons to accomplish this scenario. Read more about creating a coupon. 

Add Coupon to Transaction

1. Once the Coupon is created, navigate to the Order or Subscription to add the Coupon.
2. Enter the Coupon Code in the Discount Code field. 
3. Click Apply.

4. Save when finished. 

Use Coupon to Suspend a Subscription

1. Complete the same steps as above to apply a Discount Code.
2. Set Change Effective Date = first day of 1st billing cycle the 100% discount will apply to. Example: When Customer’s next Invoice service period to bill is May 1, 2020 to May 31, 2020, set this date = 2020/05/01.
3. Save and confirm the Change Effective Date.
4. Click Billing Schedule from the More menu to confirm suspension of invoicing for the suspension period.
5. Confirm that the Journal Entry Run is Completed. View the Journal Entries by one of the following methods:

• Exporting from the Journal Entry Run, using the Export option.
• View Journal Entries, by navigating to Menu > Finance > Journal Entries.
• Navigate to Menu > Finance > Financial Periods, which summarizes the Journal Entries created from the Journal Entry Run. Note: It may contain Journal Entries as a result of other Journal Entry Runs.

Resume Suspended Subscription

1. Return to the suspended Subscription to resume billing. 
2. Click Change from the More menu.
3. Click Remove Discount.

4. Set Change Effective Date = first day of 1st billing cycle normal billing will resume for. Example: When non-discounted billing for Customer will resume on August 1, 2020, then set this date = 2020/08/01.

5. Save and confirm the Change Effective Date.