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ChargeBrite Product Updates – 2/18/23

Updates to the Create Subscription Plan page

• Until Cancelled added as an End Action option

• • NOTE: With this option, the No. of Billing Cycles will default to 1 and will not be editable. Subscribers to this plan will only be charged one time at the start of the subscription, and the subscription will remain ‘active’ until cancelled. 
    • Expire: After last billing cycle, do nothing; the subscription is complete.
    • Renew Once: At the last billing cycle, the subscription is copied with its End Action set to Expire. The subscription will be active for one more term. 
    • Auto Renew: At the last billing cycle renew/copy the subscription for another full term and set the End Action to AutoRenew. The Subscription will continuously renew. 
    • Until Cancelled: A single billing cycle is charged once at the start of the subscription and is never has to be paid for again.

Updates to the Create Subscription page

• Ability to receive payments for subscriptions in Cash or by Check 

• • If the Automatic Payments and the Pay Immediately options are disabled in the Billing section of a Create Subscription page, two new fields will appear: 
    • Method Dropdown: Here, users can select between payments in Cash or by Check
    • Amount: The payment amount here will be entered into the subscriber’s customer account and the payment will be applied. 
    • NOTE: If a user selects to receive payments by Check, a Check # field will also appear. 

• The ‘Invoicing Options’ field has been updated
  • ‘Invoice – Pay Now’ option has been updated to ‘Create Invoices’
  • ‘Invoice – Pay Later’ option has been updated to ‘Do Not Create Invoices’

• If the Automatic Payments is enabled within the Billing section, the ‘Invoicing Options’ will default to ‘Create Invoice.’ 

Updates to the Subscription Search page

• The ‘Complete’ Status has been renamed to ‘Expired.’

Updates to the Subscription Page

• When a Subscription is cancelled, the ‘Cancelled Date’ field will now appear in the Billing section of the Subscription page. 
  • Note: Users will only be able to navigate to this page by clicking the ‘Edit’ icon on the Advanced Subscription Search Results page.

• When a Subscription is Expired, the ‘End Date’ field will now appear in the Billing section of the Subscription page. 
  • Note: Users will only be able to navigate to this page by clicking the ‘Edit’ icon on the Advanced Subscription Search Results page.

• The Subscription Status will now be displayed at the top of the page next to the Subscription name.

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