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Upcoming Billing for Subscription Plans

Upcoming Billing Overview

You can view an overview of the upcoming billing dates for your Subscription Management plans from within your Helcim account. To check on the status of a plan, begin by clicking on Subscription Management and Plans.
Next, select the plan you want to view the Upcoming Billing summary for.
After selecting the plan you want to view, click on Upcoming Billing from the menu on the right-hand side of your screen.

You can now view the Billing Summary or the Upcoming Billing details for the plan. Click on the titles at the top of the screen to toggle between the two different view options.

Queue Billing

If your plan was created with Automatic Recurring toggled Off so the plan was only set to run once, you will also see the option to Queue Billing in the top right-hand corner of your screen.

Selecting Queue Billing will prompt you to confirm that you want to queue a recurring cycle for this plan. Select Yes to proceed in billing the plan subscribers.

If you would like to check what your Automatic Recurring settings are, you can do so from the main Subscription Management Page.
Plans that will bill customers automatically will be highlighted in blue and plans that are non-recurring will be greyed out.

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
How to Settle a Customer Subscription
Adding Taxes to Subscriptions

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