Recurring (Custom) plans are specifically designed to bill and keep track of unique services you render within your company.
For example, certain ISPs provide public IP services for users, rental of equipment, hosting or IPTV services. These are the examples of recurring tariff plans.
To create a recurring plan navigate to Tariff plans → Recurring and click on
Add plan in the top right of the page.
You will be redirected to the add plan page where you need to enter the details of the plan in the provided fields.
To be able to set your VAT percentage amount, you need first add it in Config → Finance → Taxes. Then you can select it in VAT field. For more information see Taxes.
Show tariff on Customer portal - enable this option to make the tariff appear for ordering by customers;
Available locations - select available locations;
Customer category - select the customer category (Individual, Business or All);
Customer labels - select labels if you want this tariff to be available only for customers with the selected labels. Labels allow you to manage efficiently the availability of services for ordering on Customer portal.
Once the recurring plan has been created, you can edit or delete it with the icons found in the actions column of the table.
Like all tables in Splynx, you can modify the appearance of content to be displayed and export the table into Excel, CSV or PDF formats. You can also choose to copy or print the table:
You can also view a graph of the amount of customers on this plan in the Actions column:
After clicking the graph button, the following window appears:
The graph can be presented by hour, day, week, month or year.
The Change plan icon can be used to change the plan in a mass action for all the customers subscribed to this plan. Please follow the link below for more information:
After creating a recurring plan, you can assign it as a service to a customer. To assign a service to a customer, navigate to Customers → List, select the specific customer, open their Services tab and click on
Add service button located at the top right of the page:
In a new window, select a plan from the drop-down list and specify the data in the fields provided for the service:
After being added, the service appears in the customer's service tab:
Another option is updating the name and price of a plan. Sometimes a business needs to increase/decrease price for plans or change the description, and in Splynx you can do it by clicking on Edit next to the tariff plan. The following window will open with the additional toggles under the description and price fields:
If you need to change Service description or/and Price but you do not want to overwrite the changes (if any) in description and price made in customer services subscribed to this tariff plan, enable Update description in existing services (meaning if they are the same). If the description and price are not the same, they will remain unchanged for such services.
In case you need to change Service description or/and Price even for all services subscribed to this tariff plan, enable Force description/price update, if the service description/price is not the same. Please be careful with this option because all the previous changes made in services subscribed to this tariff plan will be overwritten!