Subscriptions Tab in Version 13.5

Introduction

We're thrilled to announce the arrival of the new "Subscriptions" tab in the latest eDirectory update, version 13.5.0! This enhancement is designed to provide site managers with greater flexibility and control over managing client subscriptions, enabling the creation and oversight of more customizable plans. By centralizing all essential subscription management tools in one intuitive location, this new tab promises to simplify workflows and improve efficiency. Let's delve into the exciting new features and changes this update brings.

Navigating to the New "Subscriptions" Tab:

Accessing the comprehensive subscription management features is now easier than ever. Simply follow these straightforward steps:

  1. Click on the Activity tab located within your Site Manager dashboard.

  1. Under the Activity tab, select Revenue Reports.

  1. On the Revenue Reports page, you will now find four distinct tabs dedicated to financial oversight: Subscriptions, Transactions, Invoices, and Custom Invoices. The first of these is our focus – the new "Subscriptions" tab.

A Detailed Look at the Revenue Reports Tabs:

Subscriptions Tab: Your Central Subscription Hub

The newly introduced Subscriptions tab provides a comprehensive overview and detailed information regarding all your clients' active and past subscriptions. Key data points include:

  • Plan: Clearly displays the specific subscription plan to which each user is currently subscribed.
  • Email Account: Shows the registered email address of the subscribing customer for easy identification and communication.
  • Subscription Status: Provides the current status of each subscription, such as "active," "suspended," "cancelled," or "expired," allowing for quick monitoring.
  • Date and Time: Records the precise date and time of significant subscription activities, such as the initial signup or status changes.
  • Renewal date: Displays the upcoming date on which the subscription plan is scheduled to renew and the user will be automatically charged (if applicable).

Enhanced Actions within the Subscriptions Tab:

The "Subscriptions" tab also offers powerful actions to manage individual subscriptions directly:

  • Change Subscription: Clicking the "Change Subscription" button empowers the site manager to manually modify the status of a user's plan, such as activating, suspending, or cancelling it.

  • Send Activation Notification Email: By checking the "Send Activation Notification Email" box, you can automatically send an email notification to the user when you manually activate their subscription plan, ensuring they are informed of their access.
  • Add a Transaction Record: In situations where a client has made a payment for their subscription outside of your standard eDirectory payment gateway (e.g., a direct bank transfer), you can check the "Add a Transaction Record" box to manually input this payment into the system. This allows you to select the relevant financial account, specify the exact amount paid, and add a descriptive note for your internal records, maintaining accurate financial tracking.
  • Transactions Button: Clicking the "Transactions Button" next to a specific user's subscription will instantly filter and display a comprehensive list of all financial transactions made by that user on your site, providing a detailed history of their payments and purchases.

Transactions Tab: A Complete Financial Ledger

The Transactions tab serves as a comprehensive ledger, displaying every financial transaction that has been conducted on your eDirectory site. This includes all successful payments processed through your integrated payment gateways, offering a holistic view of your platform's revenue streams.

Invoices Tab: Organized Billing Records

The Invoices tab provides a centralized location for all invoices generated by your users for their subscriptions or other purchases. Each entry in this tab contains essential details such as the unique invoice number, the date of issuance, the total amount billed, and the current payment status of the invoice.

Custom Invoices Tab: Tailored Billing Solutions

The Custom Invoices tab offers a valuable feature for generating personalized invoices for your customers when specific or non-standard billing requirements arise. This functionality allows you to manually input and customize all the necessary invoice details, ensuring accurate and professional billing for unique situations.

Conclusion

The introduction of the dedicated "Subscriptions" tab in eDirectory version 13.5.0 represents a significant step forward in providing site managers with robust and intuitive tools for managing client subscriptions. By centralizing key information and offering enhanced actions, this new feature promises to streamline your subscription management processes, improve operational efficiency, and ultimately enhance your site's overall functionality. We encourage you to explore these new capabilities within your Site Manager and discover how they can simplify your daily tasks and contribute to the growth of your eDirectory platform. For any further assistance or if you require more detailed information on any of these features, please do not hesitate to reach out to our dedicated support team. Happy managing!

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