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 / Status | Active | Future | Pause | Metered | Non Renewal | Cancelled |
|---|---|---|---|---|---|---|
| Edit Subscription | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Create and Send a Quote | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Add One-Time Charges and Quick Charges | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Add Charge | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Create Quick Charge | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Add Coupon | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Request Payment Method | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Bill Future Renewals | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Edit Next Billing Date | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Pause Subscription | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Cancel Subscription | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Delete Subscription | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Auto Collection - Edit | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| JSON Meta Configured -Add | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Add Shipping Address | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Add Card | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Add Subscription Invoice Note | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Comments | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Add Attachments | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Reactivate Subscription | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Regenerate Invoice | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Remove Scheduled Cancellation | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Edit Scheduled Cancellation | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Edit Pause | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Remove Scheduled Pause | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Remove Scheduled Resumption | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Resume Subscription | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Cancel Changes ( Scheduled Sub Change) | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Edit Start Date | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Add Manual Discount | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Add Usage | Not Allowed | Not Allowed | Not Allowed | Allowed | Not Allowed | Not Allowed |
| Delete usage | Not Allowed | Not Allowed | Not Allowed | Allowed | Not Allowed | Not Allowed |
| View Usage Details | Not Allowed | Not Allowed | Not Allowed | Allowed | Not Allowed | Not Allowed |
| Edit Invoicing Schedule | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Delete Invoicing Schedule | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| View Schedule ( Advance Invoice) | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| View schedule - Edit ( Advance Invoice) | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
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