There are three types of subscription balance adjustments you can make. These adjustments allow you to maintain accurate billing and resolve discrepancies effectively.
From here you can set information about the adjustment, such as the Adjustment type (credit or debit), Amount, and an internal note (visible to Dashboard users, but not the customer).
All adjustments discussed here can only be applied to subscription-related balances.
› Apply Credit Balance
Negative values are treated as a credit, meaning a reduction in the subscription amount owed by the customer. This credit can be applied to the customer’s next subscription invoice to reduce the total amount due.
e.g.,: Credit of
$50.00to a$100.00subscription
⇒ next Invoice is$100.00-$50.00=$50.00
› Apply Voucher Credit Balance
Negative values are treated as a credit derived from a voucher/gift card. This allows you to reduce the customer’s subscription balance by applying the voucher value directly. Once applied, the voucher’s value is consumed.
e.g.,: Apply Voucher Credit of
$50.00to a$100.00subscription
⇒ next Invoice is$100.00+$50.00=$50.00will be billed via their payment method, and$50.00will be consumed.
› Apply Debit Balance Positive values are treated as a debit, meaning an increase in the subscription amount owed by the customer. This adjustment adds to the customer’s next subscription invoice.
e.g.,: Debit
$10.00to a$100.00subscription
⇒ next Invoice is$100.00+$10.00=$110.00
To audit subscription credit balance adjustments in the Dashboard, navigate to the subscription pop up, and the Mange Subscription, tab and scroll to Adjust Balance panel.
The Invoice credit balance panel displays the current subscription value of the balance, and you can view the history of all the adjustments applied used to calculate that value. Each transaction line displays information, such as the amount that applied the credit balance, or the credit note that credited the balance.
This option allows you to directly adjust a customer’s subscription balance by increasing it (debit) or decreasing it (credit). Use this feature to resolve billing discrepancies or apply manual corrections.
You can use the provided space to add additional information about your adjustment. This internal note will not be visible to the customer.
This adjustment applies a voucher’s value to a customer’s subscription balance. It’s useful for redeeming promotional or compensatory vouchers against subscription charges.
You can use the provided space to add additional information about your adjustment. This internal note will not be visible to the customer.
A credit adjustment reduces the subscription amount owed, while a debit adjustment increases it.
To audit subscription credit balance adjustments in the Dashboard, navigate to the subscription pop up, and the Mange Subscription, tab and scroll to Adjust Balance panel. See more info here › View Credit balance transaction history
Yes, multiple vouchers can be applied, provided their combined value does not exceed the outstanding subscription amount.
Yes, a voucher can be applied to a subscription. When a voucher is applied as a balance adjustment, it will be applied to the subscription until the entered voucher's value is fully consumed. This means that the voucher will cover the cost of the subscription up to the value specified, and once the voucher's value has been used up, any remaining balance will need to be paid using the regular payment method.
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