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voltixERP

Questions and problems

Answers to common questions about Subscriptions.

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I cannot save a new plan

Every plan needs an Invoice template. Create one first under Plans → Invoice templates.

I changed a plan's price but customers still pay the old price

That is on purpose: each subscription keeps its own price. Edit the Plan line on the subscription to change it for that customer.

I cannot choose another currency

Multi-currency sales must be on for your company, and the customer must be set to all currencies. A customer with a fixed currency is always billed in it.

"No exchange rate" for a currency

Add a rate for that currency in Settings, or give the plan a fixed price in that currency. Until then, invoices for those subscriptions cannot be made.

A subscription was not invoiced

Check its status. Drafts, paused and suspended subscriptions are not invoiced, and a subscription that shows Ends in the list stops at that date. Otherwise look at Next invoice on the subscription: the invoice is made on that date.

I only see one choice when cancelling

End of the paid period appears once the subscription has a billed period. Before that, it can only be cancelled now.

I cannot change to a yearly plan

Change plan only lists plans with the same billing period. Cancel the subscription and start a new one on the other plan.

Someone paid but the invoice still shows unpaid

Payment status is checked every 15 minutes. Click Check payments now on the Invoices list.

An invoice failed to post

Open Invoices, pick the Failed to post filter and open the invoice to read SAP's message. Fix the cause in SAP or in the template, then click Retry posting.