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    Subscription Actions on Source Entity

    The actions described on this page are intended for subscriptions in the source entity that are continuing for the current term, regardless of their status (e.g., active, future, pause, metered, non-renewing, or cancelled) and which have not been transferred but are still associated with a customer who has been transferred or cloned in the destination entity.

    It's important to note that none of the actions detailed on this page are relevant to subscriptions in 'transferred' status.

    Transferred status indicates that the subscription & customer have been moved/cloned to another entity. For such subscriptions, no alterations or updates can be made in the source entity.

    The following are the column details:

    • Active: Active subscription will be cloned at the time of renewal in the destination entity, resulting in a new invoice being generated for that term in the destination entity.
    • Future: Future subscriptions will be cloned at the start of the subscription in the destination entity, resulting in the generation of a new invoice for that term in the destination entity.
    • Pause: Paused subscription will be cloned in the destination entity at the scheduled resumption date, resulting in the creation of a new invoice for that term in the destination entity.
    • Metered: Metered subscription will be cloned at the time of renewal in the destination entity, resulting in a new invoice being generated for the previous term in the destination entity.
    • Non-renewal & cancelled: For non-renewing & cancelled subscriptions, no further actions will be taken. Subscriptions in these statuses will not be cloned in the destination entity, as they are either scheduled for cancellation in the source entity or have already been cancelled, as indicated by their status.
    Actions / StatusActiveFuturePauseMeteredNon RenewalCancelled
    Edit SubscriptionNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Create and Send a QuoteNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Add One-Time Charges and Quick ChargesNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Add ChargeNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Create Quick ChargeNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Add CouponNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Request Payment MethodNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Bill Future RenewalsNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Edit Next Billing DateNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Pause SubscriptionNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Cancel SubscriptionNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Delete SubscriptionNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Auto Collection - EditNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    JSON Meta Configured -AddNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Add Shipping AddressNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Add CardAllowedAllowedAllowedAllowedAllowedAllowed
    Add Subscription Invoice NoteNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    CommentsAllowedAllowedAllowedAllowedAllowedAllowed
    Add AttachmentsAllowedAllowedAllowedAllowedAllowedAllowed
    Reactivate SubscriptionNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Regenerate InvoiceNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Remove Scheduled CancellationNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Edit Scheduled CancellationNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Edit PauseNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Remove Scheduled PauseNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Remove Scheduled ResumptionNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Resume SubscriptionAllowedAllowedAllowedAllowedAllowedAllowed
    Cancel Changes ( Scheduled Sub Change)Not AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Edit Start DateNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Add Manual DiscountNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Add UsageNot AllowedNot AllowedNot AllowedAllowedNot AllowedNot Allowed
    Delete usageNot AllowedNot AllowedNot AllowedAllowedNot AllowedNot Allowed
    View Usage DetailsNot AllowedNot AllowedNot AllowedAllowedNot AllowedNot Allowed
    Edit Invoicing ScheduleNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    Delete Invoicing ScheduleNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    View Schedule ( Advance Invoice)Not AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
    View schedule - Edit ( Advance Invoice)Not AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed

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