How to Settle a Customer Subscription
If you want to settle a subscription before the end date, you can do so using the Subscription Manager in your Helcim account. To end a subscription early and adjust the billing rate, follow these steps.
Subscription Management and
Plans from inside your Helcim account.
Next, click on the plan that the customer is subscribed to from the list of available plans in your account and select
Subscribers from the Manage Plan menu bar on the right-hand side of your screen.
Now find the customer that you want to settle the subscription for and select them.
Once you are on the Subscriber Information page, click on the
Actions button in the top right-hand corner of your screen and select
You will now see a confirmation screen with the billing date and rate removed along with the prorated amount owning. Once the subscription is settled a custom invoice will be generated for the amount remaining. To confirm you action click on
Settle you can navigate to
Invoice History under the Manage Plan menu to view the new custom invoice.
On this page you will see the new invoice at the top of your Invoice History list.
You can click on the invoice to open it. From here you can complete any of the regular invoice actions including process a payment or send an email copy to your customer.