Change plan
In this sections, the options for Recurring and Prepaid (Custom) services can be configured.
These settings can be customized for each partner in the system. Simply create a new partner in Splynx, select the necessary partner to work with at the top right corner of the page and set the required settings.
*
sign have the different values from original ones (original values are related to Default partner).
The options description:
Recurring
-
Plan change refund - choose the type of refund to be given to customers when performing the
change plan
, the options are the next:None
,Refund unused money
; -
Additional fee when changing to a more expensive plan - specify the amount to be taken when a customer switches to a higher cost plan;
-
Additional fee when changing to a less expensive plan - specify the amount to be taken when a customer switches to a lower cost plan;
-
Create invoice after service change - the available options:
During next billing cycle
,Immediately till end of active month
andImmediately till end of next month
;
Examples
- During next billing cycle - This means that the invoice will be generated on the billing day as usual.
- Immediately till end of active month - The invoice will be generated at the end of the current (active) month. For example, if we change the service on 07-09-2023, the system will automatically generate an invoice for the period from 07-09-2023 to 30-09-2023.
- Immediately till end of next month - The invoice for the new service will be generated immediately from today +30 days.
- Minimum invoice amount - if the total of the new invoice is less than this value, the invoice will not be created.
Prepaid (Custom)
-
Plan change refund - choose the type of refund to be given to customers when performing the
change plan
, the options are the next:None
,Rollover unused data
andRefund unused money
; -
Rollover expiration - specify how many months rollover data is valid for. The options are the following:
None
,End of period
and from1
to12
values; -
Additional fee when changing to a more expensive plan - specify the amount to be taken when a customer switches to a higher cost plan;
-
Additional fee when changing to a less expensive plan - specify the amount to be taken when a customer switches to a lower cost plan.