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merchant_guide:manage-subscriptions-create-balance [2012/05/13 12:23]
matt
merchant_guide:manage-subscriptions-create-balance [2012/05/13 00:00] (current)
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-====== One-time Charges ====== +====== One-time Charges ======  
- +  
-===== Overview ===== +===== Overview =====  
- +  
-There are scenarios in which you might need to //create a balance// on a customer account that is outside of the regular subscription payment. For example, a customer might owe you some money for certain one-time products or services that you might have provided. Or they might need to make a catch up payment for a previous, failed recurring payment, but the system reports no outstanding balance (e.g. the failed payment occurred before you started using SubscriptionBridge, or there was a technical problem). +There are scenarios in which you might need to //create a balance// on a customer account that is outside of the regular subscription payment. For example, a customer might owe you some money for certain one-time products or services that you might have provided. Or they might need to make a catch up payment for a previous, failed recurring payment, but the system reports no outstanding balance (e.g. the failed payment occurred before you started using SubscriptionBridge, or there was a technical problem).  
- +  
-In these and other scenarios, you can use the //Add One Time Charge// feature to create an outstanding balance on the account. The amount associated with any //One Time Charge// is not added to the recurring subscription payment. As the name itself indicates, this is intended to be a one-time payment. +In these and other scenarios, you can use the //Add One Time Charge// feature to create an outstanding balance on the account. The amount associated with any //One Time Charge// is not added to the recurring subscription payment. As the name itself indicates, this is intended to be a one-time payment.  
- +  
-===== Available settings ===== +===== Available settings =====  
- +  
-The first two settings apply to all One Time Charges. +The first two settings apply to all One Time Charges.  
- +  
-  * **Amount**: enter the amount that the customer needs to pay. +  * **Amount**: enter the amount that the customer needs to pay.  
-  * **Reason**: explain why this charge is being applied. Note that this is not an internal comment, but rather information that will be visible to your customers. +  * **Reason**: explain why this charge is being applied. Note that this is not an internal comment, but rather information that will be visible to your customers.  
- +  
-The following settings only apply to One Time Charges that have already been paid (rare). +The following settings only apply to One Time Charges that have already been paid (rare).  
- +  
-  * **Mark as Paid**: if payment has already been made, maybe outside of the system (e.g. in cash or by check), you can still add this //One Time Charge// for tracking purposes, but not trigger an outstanding balance on the subscription by marking the charge as //paid//. +  * **Mark as Paid**: if payment has already been made, maybe outside of the system (e.g. in cash or by check), you can still add this //One Time Charge// for tracking purposes, but not trigger an outstanding balance on the subscription by marking the charge as //paid//.  
-  * **Date Paid**: enter the date on which payment has already been received for this //One Time Charge//, if applicable. +  * **Date Paid**: enter the date on which payment has already been received for this //One Time Charge//, if applicable.  
- +  
-===== Notifying the customer ===== +===== Notifying the customer =====  
 +
 Coming soon: you will be able to quickly send a notification message to the customer in order to inform him/her of the new or updated balance. Coming soon: you will be able to quickly send a notification message to the customer in order to inform him/her of the new or updated balance.
C:/Domains/subscrip/wiki.subscriptionbridge.com/wwwroot/sbdata10/attic/merchant_guide/manage-subscriptions-create-balance.1336926220.txt.gz · Last modified: 2012/05/13 00:00 (external edit)
 


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