What is Subscription
A subscription is a customer’s active service account for a utility (electricity, water, gas, etc.). It’s the record that links the customer to the service, tracks usage, and generates bills.
Real-world example
Think of a Netflix subscription:
- You sign up → you get a subscription
- You pay monthly → bills are generated
- You can cancel → subscription becomes inactive
- You can reactivate → subscription becomes active again
A subscription in this billing system works the same way, but for utilities like electricity, water, or gas.
Subscription Setup
Setting up a subscription is the final step in the billing lifecycle. Follow this process to enroll a customer in a Plan variant.
1. List of Subscriptions
2. Navigate to Subscriptions
To view your active and disconnected subscriptions, click on Subscriptions in the main sidebar. You can manage existing records or create a new one by clicking the + New button.
a. Select Customer number here.
In the Customer Details section, you must provide the unique identifier for the customer you want to subscribe.
- Customer Number: Enter the system-generated ID for the customer.
b. Select Pricing Template, Plan variant, and Batch in the settings tab.
Click the Select Pricing Template dropdown to choose from your defined Plan variants
Address
c. Add Address
Meters
d. Attach Meters
Other Scenarios
Upload Bulk subscription
You can also upload a subscription file in bulk
- Click on Import Bulk Data
- Select Pricing Template
If you have a large number of subscribers to migrate, use the Import Bulk Data feature on the Subscriptions page to upload a CSV file
RCO
You can reactivate the subscription by toggling the button
DCO
You can deactivate the subscription by toggling the button
Move Term
In some cases, a billing Term may already be created before new subscriptions are added into the system. Any subscription created after the Term generation will not automatically become part of that existing Term.
To include the newly created subscription in an already generated Term, use the Move Term action available against the subscription record.
This allows you to manually attach the subscription to the existing billing Term without recreating the Term or repeating the billing process.
Typical use case:
- A monthly billing Term for July is already generated.
- A new customer subscription is created afterward.
- Since the subscription did not exist during Term creation, it is excluded from that Term.
- Click Move Term against the subscription to include it in the previously created Term.
Billing account
A billing account means multiple subscriptions are combined into one single bill.
But if you want a separate bill for each subscription, then you will create a different billing account for each subscription. Then, the number of billing accounts will be equal to the number of bills generated.
Otherwise, by default, all subscriptions inside one billing account will generate only one combined bill.
