{"id":463,"date":"2025-12-30T12:45:28","date_gmt":"2025-12-30T04:45:28","guid":{"rendered":"https:\/\/fee.plus\/support\/?post_type=ht_kb&p=463"},"modified":"2025-12-30T12:58:35","modified_gmt":"2025-12-30T04:58:35","slug":"managing-subscription-records","status":"publish","type":"ht_kb","link":"https:\/\/fee.plus\/support\/knowledge-base\/managing-subscription-records\/","title":{"rendered":"Managing Subscription Records"},"content":{"rendered":"\n

Subscriptions allow your center to track active packages and renewal cycles for each customer. These records also power what parents and students see in the FeePlus Client App \u2014 including subscription start dates, expiry dates, and payment history.<\/p>\n\n\n\n

This guide shows you how to create subscription services and assign them to customers in the admin console.<\/p>\n\n\n\n

Create a Subscription Service<\/h2>\n\n\n\n

Before adding a subscription to a customer, you must first create a service with a fee frequency<\/strong>.<\/p>\n\n\n\n

    \n
  1. Go to Services<\/strong>.<\/li>\n\n\n\n
  2. Click New Service.<\/strong><\/li>\n\n\n\n
  3. Set the name<\/strong>, category<\/strong>, fee amount<\/strong> and fee frequency<\/strong>.\n
      \n
    • Important:<\/strong> To create a subscription service, the fee frequency must be set to anything other than \u201cNA.\u201d<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • (Optional) Set the default document number and tax settings.<\/li>\n\n\n\n
    • Click Create<\/strong> to save the new subscription service.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
      \"\"
      Important:<\/strong> To create a subscription service, the fee frequency must be set to anything other than \u201cNA.\u201d<\/strong><\/figcaption><\/figure>\n\n\n\n

      Add a Subscription to a Customer<\/h2>\n\n\n\n

      Once the subscription service is created, assign it to a customer:<\/p>\n\n\n\n

        \n
      1. Go to Customers<\/strong>.<\/li>\n\n\n\n
      2. Select the customer you want to assign the subscription to.<\/li>\n\n\n\n
      3. Scroll to the Subscriptions<\/strong> section and click New Subscription<\/strong>.<\/li>\n\n\n\n
      4. Select the subscription service and set the start date<\/strong>.\n
          \n
        • Important:<\/strong> The start date determines the next renewal date for all future renewals.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
        • (Optional) Set the term and bundle group number.<\/li>\n\n\n\n
        • Click Continue<\/strong> to add the subscription.<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
          \"\"
          Important:<\/strong> The start date determines the next renewal date for all future renewals.<\/figcaption><\/figure>\n\n\n\n

          How it Appears in the FeePlus Client App<\/h2>\n\n\n\n

          After a subscription is added to the customer record, the customer will be able to view:<\/p>\n\n\n\n

            \n
          • Subscription start date<\/li>\n\n\n\n
          • Validity period<\/li>\n\n\n\n
          • Renewal options<\/li>\n\n\n\n
          • Payment history (if recorded)<\/li>\n<\/ul>\n\n\n\n


            This information appears automatically in the FeePlus Client App once the subscription is saved in the admin console.<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            <\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[15],"ht_kb_tag":[],"class_list":["post-463","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-feeplus-client-app"],"yoast_head":"\nManaging Subscription Records - FeePlus Help Centre<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fee.plus\/support\/knowledge-base\/managing-subscription-records\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Subscription Records - FeePlus Help Centre\" \/>\n<meta property=\"og:description\" content=\"Subscriptions allow your center to track active packages and renewal cycles for each customer. 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