Portal Config

Determine whether you want your customers to see the new Org Management and the new Homepage or not.

1. Decide your Purchase Flow:
   • Enable contract payment: allows purchasing under Contract (created by Contract App)
   • Enable invoice payment: allows purchasing by Invoice (external Invoice – Customer balance is not deducted)
   • Simplified payment: allows purchasing normally
   • Click HERE for more details.
2. Decide Termination Method:
   • Termination by Credit Note: allows terminating by Credit Note
   • Simplified termination: simply terminate

• Send subscription notification to customers: the notification is sent directly to the customer, the partner is cc’ed.
• Allow refund: When an active subscription is terminated, the user will be refunded automatically with the amount equals to:
  • The full amount that the user has paid, if the termination date is within 14 days of activation
  • The rest of the duration of the subscription, in months, if the termination date is after 14 days of activation.
  • The activation date is the date that the subscription starts a new cycle (NOT the deduction/transaction date)
  • Example: 
    • Monthly subscription fee = $50, purchase on 15 Nov 2020, expiry date 14 Dec 2020 → activation date = 15 Nov 2020
      • Terminate on 26 Nov 2020 (within 14 days since 15 Nov) → Refund = $50
      • Terminate on 10 Dec 2020 (more than 14 days since 15 Nov) → Refund = $0
    • Monthly subscription fee = $50, expiry date 15 Dec 2020. On 06 Dec 2020, extend 3 months to 14 Mar 2021. Extension fee = $150 = $50*3 month → activation date = 16 Dec 2020.
      • Terminate on 20 Dec 2020 → Refund = $150 (full)
      • Terminate on 10 Jan 2021 → Refund = $100 (2 months: 15 Jan – 14 Feb and 15 Feb – 14 Mar)
      • Terminate on 20 Jan 2021 → Refund = $50 (1 month 15 Feb – 14 Mar)
      • Terminate on 20 Feb 2021 → Refund = $0 (no full month is found)
      • Terminate on 02 Mar 2021 → Refund = $0 (no full month is found)
• Allow trial: allow customers to have a trial period for subscriptions
• Align when renewing subscriptions: Subscription renews auto by the system and aligns. Alignment occurs at the first renewal. 
  • The first renewal fee: Full 01 month (cycle) + prorated to the end of the next month
  • The second renewal fee onwards: Full 1 month (cycle).
  • Example: 
    • Monthly subscription fee = $50, expiry date 15 Dec 2020. 
      • Extend 3 months: 
        • Date of action 20 Nov 2020
        • New expiry date: 15 Mar 2021. 
        • Fee = $150 = $50*3 month
      • Extend to 10 Feb 2020: 
        • Date of action 20 Nov 2020
        • New expiry date: 10 Feb 2020. 
        • Fee = $93.55 = $50*1 + $43.55 = 1 month (16 Dec – 15 Jan) + 27 days (from 16 Jan – 10 Feb)
      • First renewal (with alignment): 
        • Renewal date: 08 Dec. 
        • New expiry date: 31 Jan 2021 (end date inclusive). 
        • Fee = 1 month (16 Dec – 15 Jan) + 16 days (from 16 Jan – 31 Jan). This first renewal fee will be Monthly subscription fee x (1+ 16/31).
      • Second renewal onwards: 
        • Renewal date: 24th or 25th of the month.
        • Fee = $50 = 1 month