One subscription

A subscription's page shows the contract: its status, what it is worth, its dates and terms, and its lines.

The top of the page

  • The status, the time left until renewal ("Renews in 45 days"), and the trial's end when there is a trial.
  • MRR (software and hosting), ARR, Renewal and Billing entity.
  • The terms: billing contact, opportunity, quote, reseller, price list, owner, start dates, term, billing, payment terms, next billing period, licensed systems, discount and escalator.

The tabs

  • Lines: every product line with its dates, quantity, unit price, discount and monthly amount, and the amendments made since the start.
  • Documents: the signed contract, the order form and other files.
  • Invoices: the invoices billed from this subscription.
  • Onboarding: the checklist of steps to get the customer live, with who does each and by when. If your company has no onboarding checklists set up, and this subscription has none, the tab is not shown.
  • Status history and History: every status change and every edit.

Change the status (finance roles)

  1. Select the action at the top: Activate, Move to pending installation, Suspend, Resume, Cancel or Expire. Only the ones that fit the current status are shown.
  2. Choose the Effective date and give a reason. The window shows the MRR before and after.
  3. Confirm. Activating starts billing from the effective date; cancelling or expiring ends the lines on that date.

If your company requires onboarding steps before a subscription goes live, ASTRO says which are still open.

Renewals

As the renewal date gets close, a banner offers Create renewal opportunity, so the renewal is worked like any deal. Renew moves the renewal date on by the term. If the renewal deal was lost, the banner suggests turning auto-renew off or cancelling; nothing changes by itself.

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