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Vindicia Knowledge Center

Subscription

In CashBox, a customer subscription to a Product is managed through a Subscription. The Subscription combines a customer Account, a Product, and a Billing Plan to describe the subscription. A Subscription automates billing notifications and recurring billing over the life of the subscription, so that you do not have to do so manually. Subscriptions generate and submit Transactions to payment processors, and the resulting Transactions, related amounts, status, currencies, and other data are displayed in the Transaction, Chargeback, and Account views to which they apply. Results can be referenced in reports, and in email notifications you send to your customers.

Use CashBox to create, view, edit, and cancel Subscription.


Note: As with any changes you make using the CashBox Portal, ensure that your local integration supports receipt of those changes. For more information on integrating your custom applications with CashBox, see the CashBox API Reference Guide.


Subscription Line Items

CashBox supports multiple Products on Subscriptions. You can add or remove products on a Subscription at any time. If you add or remove products in the middle of a billing cycle with the ProRate option selected, CashBox determines the prorated amount to charge or refund based on the point in the billing cycle and the effective/billing dates of the Subscription.

Multiple items on the same Subscription will bill at the same time, and will appear as one accumulated charge against the customer's payment method.

Products can be single items or Product Bundles, and can appear multiple times on a single Subscription for any Billing Period.

You can add products to an AutoBill for multiple billing cycles, or add them permanently, and assign Start Dates that do not correspond to any Billing Cycle. You can remove products for the current billing cycle only, or permanently.

For items that can be sold in multiples, use the Quantity field to indicate how many of that individual item are being purchased. For recurring items (pre-paid), the Quantity value will be multiplied by the individual item product price to determine the total recurring charge. For license-based items (rated, pre-paid products), the Quantity value will be used with the appropriate Rate Plan tier structure to determine the charge. Do not use the Quantity field for usage-based items (rated, post-paid products).