AdvicePay Financial Advisor Community Blog

New Feature Release: Subscription Management

September 16, 2019 By Mary Moore
Mary Moore

At AdvicePay, we realize that efficiency matters, to both you and your clients. That is why we have made managing your subscriptions effortless!

Have you ever wanted to pause or edit the amount of an active subscription? Or simply track down the history of events within a specific subscription? You can now do all this (and more!) with our newest feature release. 

Get all the details below from Mary Moore, Product Owner.

 

New Feature  Subscription Management

 

What's New?

1. Edit the Amount on an Active Subscription

We have added the ability for you to edit the amount on a subscription so that you don't have to cancel it and create a new one every time you want to make a fee change. If you are decreasing the fee amount, the change will automatically take effect. If the fee is larger than it was previously, you'll receive a message that client approval is needed before the change can take effect. 

Edit subscription

 

2. Pause an Active Subscription

You are now able to pause a subscription so that it stops billing a client for one or more billing periods! If circumstances change, you can manually resume a paused subscription at any time.

pause subscription

 

3. Subscription Filtering

We have added subscription filtering so that you are able to restrict your view to a variety of specific scenarios. For example, you can filter by status of account, next bill date, description of service, etc. 

sub filtering

 

4. Subscription Logs

Do you need to track down history of events on a particular subscription? When viewing a subscription, you are now able to view when a subscription was created, when a payment was made, and any other history of events that are specific to a subscription.  

Subscription Logs


Questions about this feature?

Check out our HelpDesk articles.


Ready to try AdvicePay?

Sign up for a free 14-day trial of AdvicePay. .


 

Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Topics: Feature Releases