How to Settle a Customer Subscription
    • 23 Jan 2024
    • 1 Minute to read

    How to Settle a Customer Subscription


    Article Summary

    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.
    Subscription managementNext, select Subscribers.
    subscription managementNow find the customer that you want to settle the subscription for and select them.
    select customerOnce 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.
    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.
    settle subscription
    After clicking Settle you can navigate to Invoice History under the Manage Plan menu to view the new custom invoice.
    invoice historyOn this page you will see the new invoice at the top of your Invoice History list.
    invoice historyYou 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.


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