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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.

Select Subscription Management and Plans from inside your Helcim account.
Next, select Subscribers.
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 Settle Subscription.

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.

After clicking 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.

Related Articles

An Overview of Helcim Subscription Management
What is Subscription Management
Adding a Subscriber to a Plan
Creating a New Plan
Removing or Pausing a Subscriber from a Plan
Editing an Existing Subscriber
Creating Add-Ons for Subscribers
Editing a Plan
Removing or Pausing a Subscription Plan
Finding Subscribers with Expiring Credit Cards
Reporting Options for Plans
Importing and Exporting Plan Data
What to do if a Customer Is Not Billed Automatically
Generating an Invoice for a Subscriber
Upcoming Billing for Subscription Plans
Adding Taxes to Subscriptions

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