Step 1:

Viewing and Managing Subscriptions

1. Access Manage Subscriptions:

   • Go to the Recurring Billing section in RepairDesk.
   • You can view all active, paused, or canceled membership subscriptions from here.

2. Subscription Details:

   • In the subscription listing, you’ll find Plan Name, Customer, and Status columns.
   • Clicking on the View button next to any subscription will take you to the detailed view, which shows the specific membership plan, attached devices (with IMEI/Serial numbers if applicable), billing cycle, and subscription start/end dates.

3. Filtering by Plan or Device:

• You can filter subscriptions based on Membership Plan or specific devices by entering the IMEI/Serial number in the filter bar.
• This lets you quickly find subscriptions linked to a specific device or plan.

Step 2:

Managing Invoices for Memberships

1. View Recurring Invoices:

   • You can view all invoices generated for membership subscriptions in the Recurring Invoices section.
   • Each invoice lists the membership plan name, the billing amount, and the payment status (Paid/Unpaid).

2. Invoice Actions:

   • You can perform actions such as viewing, emailing, or printing invoices.
   • You can manually resend payment reminders to customers for overdue or unpaid invoices.

3. Automatic Invoice Generation:

• Invoices are automatically generated based on the billing cycle configured for each membership plan. They will continue to be generated as long as the subscription is active.

Step 3:

Viewing Membership Details for Customers

Membership Overview Popup:

• When a customer is added at the POS, the system will display a membership details popup showing their current membership information:
  • Plan Name: The name of the membership plan.
  • Subscription Date: When the customer first subscribed.
  • Devices Covered: A list of devices attached to the membership and their IMEI/Serial numbers.
  • Subscription Invoices: A list of recent invoices showing whether they are paid or unpaid.
  • Membership Status: The current status of the membership (active, paused, or canceled).

Manage Customer Module:

• You can also view a customer’s active membership plan and subscription details in the Manage Customer module.
• Under the membership section, you will see the Plan Name and a clickable link to the subscription details page, where you can view all invoices and devices covered under the membership.

Step 5: Reporting on Membership Sales and Subscriptions

Sales by Item Type Report:

• The Sales by Item Type report includes membership plans. You can filter this report to see the total sales for membership plans, which gives you an overview of the revenue generated through memberships.
• The report will show the membership plan name, the number of subscriptions sold, and the total income from these sales.

FAQs

1. How do I view all active membership subscriptions?

   • You can view all active, paused, or canceled memberships by navigating to the Recurring Billing section and selecting Recurring Subscriptions. You can filter subscriptions by plan or device using IMEI/Serial numbers.

2. What happens if a membership payment fails?

   • If a membership payment fails, the system will automatically retry the payment up to three more times at set intervals (1, 3, and 5 days after each failed attempt). If all retries fail, the subscription will be canceled, and the customer will be notified.

3. Can I manually resend an invoice for a membership plan?

   • Yes, in the Recurring Invoices section, you can view all invoices for membership plans and choose to resend payment reminders for unpaid invoices to customers manually.

4. Where can I see the devices attached to a customer’s membership plan?

• You can view devices associated with a membership in the Membership Details popup when a customer is added at POS or in the Manage Customer section under the subscription details. If the device name and IMEI/Serial number were entered during checkout, they will be listed.

5. How do I get started with membership plans and sell them to customers?

• To begin using membership plans, create and customize your plans by following the steps in this article. Once your plans are set up, you can sell them to customers at the POS, as explained here.