Roll back unpaid subscriptions
- Karl Lundkvist
- Christian Häll
- Jon Lennersten
(TP44566 / 2022.3905)
Purpose
If no invoice collection service is in place, you can choose to instead do the following when an invoice for a subscription has not been paid, before the invoices for the next month are created.
Cancel the subscription
Change the end date of the subscription to the same as debited until for the same subscription, so that no new charges will be made
Credit the invoice
Configuration
Ask your BRP contact to set up the following for you:
Enable 'Automatic rollback of unpaid subscriptions'
Cancellation reason for subscription rollback (optional)
Set “Automatic rollback of unpaid subscriptions” on Subscription tab for products
Recipient of info e-mails, per company if wanted (probably already configured)
Sender infomail, per company if wanted. (probably already configured)
Schedule tasks ‘Mark subscriptions for rollback’ and ‘Rollback of subscriptions marked for rollback’ and set parameter runDayInMonth= for both.
Description of monthly events
Dry run (Mark subscriptions for rollback)
Send information by email ahead of the process is run.
Review subscriptions marked for rollback and make changes
BRP Back Office > Subscriptions > Subscriptions
Advanced selection > Marked for rollback
To postpone to next month, select subscriptions > Change selected rows > Unmark for rollback (require right UNMARK_FOR_ROLLBACK)
Make the customer pay or credit the invoices before Live run
Live run
Only subscriptions that is still marked for rollback will be handled. If invoices are payed or credited nothing will happen, the subscription will only be unmarked for rollback.