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  4. Change plan

Change plan

In this sections, the options for Recurring and Prepaid (Custom) services can be configured.

These settings can be customized for each partner in the system. Simply create a new partner in Splynx, select the necessary partner to work with at the top right corner of the page and set the required settings.

image The fields marked with * sign have the different values from original ones (original values are related to Default partner).

The options description:

Recurring

  • Plan change refund - choose the type of refund to be given to customers when performing the change plan, the options are the next: None, Refund unused money;

  • Additional fee when changing to a more expensive plan - specify the amount to be taken when a customer switches to a higher cost plan;

  • Additional fee when changing to a less expensive plan - specify the amount to be taken when a customer switches to a lower cost plan;

  • Create invoice after service change - the available options: During next billing cycle, Immediately till end of active month and Immediately till end of next month;

Examples
  • During next billing cycle - This means that the invoice will be generated on the billing day as usual.
  • Immediately till end of active month - The invoice will be generated at the end of the current (active) month. For example, if we change the service on 07-09-2023, the system will automatically generate an invoice for the period from 07-09-2023 to 30-09-2023.
  • Immediately till end of next month - The invoice for the new service will be generated immediately from today +30 days.
  • Minimum invoice amount - if the total of the new invoice is less than this value, the invoice will not be created.

Prepaid (Custom)

  • Plan change refund - choose the type of refund to be given to customers when performing the change plan, the options are the next: None, Rollover unused data and Refund unused money;

  • Rollover expiration - specify how many months rollover data is valid for. The options are the following: None, End of period and from 1 to 12 values;

  • Additional fee when changing to a more expensive plan - specify the amount to be taken when a customer switches to a higher cost plan;

  • Additional fee when changing to a less expensive plan - specify the amount to be taken when a customer switches to a lower cost plan.