Subscription & billing software

Recurbox Platform Self service Portal

Contents

1.Quick Start..................................................................................................6

1.1. Logi n ..................................................................................................6

1.2. Setting up a Business profile.....................................................................12

1.3. Setting up currency ...............................................................................14

1.4. Configuring T a xes..................................................................................14

1.5. Setting up Bran d ...................................................................................18

1.6. Setting up Email Notification s ...................................................................20

1.7. Configuring Invoices, Credit Notes .............................................................21

1.8. Setting up Payment Gateway ....................................................................21

1.9. Setting up Product Catalog ......................................................................22

1.9.1. Understanding Pricing..............................................................................23

1.9.1.1.Pricing Model....................................................................................23

1.9.1.1.1.Flat Fee.....................................................................................24

1.9.1.1.2.Per Uni t .....................................................................................24

1.9.1.1.3.Volum e ......................................................................................25

1.9.1.1.4.Tiered .......................................................................................25

1.9.1.1.5.Stair ste p ...................................................................................26

1.9.2. Products & Plans ...................................................................................26

1.9.2.1.Plans .............................................................................................26

1.9.2.1.1.Introduction................................................................................26

1.9.2.1.2.Plan Creatio n ..............................................................................27

1.9.2.1.3.Basic Characteristics .....................................................................27

1.9.2.1.4.Plan typ e ...................................................................................27

1.9.2.1.5.Plan Name..................................................................................28

1.9.2.1.6.Billing interval.............................................................................28

1.9.2.1.7.Quantity (Min/Max ).......................................................................28

1.9.2.1.8.T r ial period (Optional in Paid) ..........................................................29

1.9.2.1.9.Plan Management .........................................................................29

1.9.2.2.Products .........................................................................................30

1.9.2.2.1.Introduction................................................................................30

1.9.2.2.2.Product Creation ..........................................................................30

1.9.2.3 Add-Ons ..........................................................................................34

1.9.2.2.1.Addon Creation............................................................................34

1.9.2.4.Manage Product or Addo n .....................................................................35

1.9.2.4.1.Edit Product or Addo n ....................................................................35

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1.9.2.4.2.Archive Product or addon................................................................36

1.9.2.4.3.Delete Product or addon.................................................................36

2.Coupon s ....................................................................................................38

2.1. Coupon Creatio n ...................................................................................38

2.1.1. Basic Characteristics ..............................................................................39

2.1.2. Fixed amount coupons ............................................................................40

2.1.3. Percentage Discount...............................................................................40

2.2. Coupon Product Mapping .........................................................................41

2.2.1. T o M ap the product to Coupon ...................................................................42

2.3. Manage coupons ...................................................................................43

2.3.3.1.Edit Action on Coupons........................................................................43

2.3.3.2.Archive Coupon.................................................................................43

2.3.3.3.Delete Coupon..................................................................................44

2.3.3.4.Edit Product coupon Mapping ................................................................45

2.3.3.5.Archive Mapping................................................................................45

2.3.3.6.Delete Mapping.................................................................................45

3.Settings ....................................................................................................47

3.1. Business Profile Setting s ..........................................................................48

3.2. Configure Setting s .................................................................................49

3.2.1. Billing ................................................................................................49

3.2.1.1.Currencies.......................................................................................50

3.2.1.2.T a xes .............................................................................................50

3.2.1.3.Subscriptions....................................................................................54

3.2.1.4.Unbilled Charges ...............................................................................58

3.2.2. Customer Facing Essential s .......................................................................59

3.2.2.1.Brand Styles & Theme s ........................................................................59

3.2.2.1.1.Email T e mplate............................................................................59

3.2.2.1.2.Invoice T e mplat e ..........................................................................61

3.2.2.1.3.Checkout T e mplate .......................................................................61

3.2.2.1.4.Manage Logo...............................................................................63

3.2.2.2.Email Notification T e mplate..................................................................64

3.2.2.3.Invoices & Credit Notes .......................................................................65

3.2.2.4.Checkout Settings & Customer Portal......................................................66

3.2.3. Revenue Recovery..................................................................................67

3.2.4. Authentication, API Keys & Webhooks ..........................................................71

3.2.4.1.API Keys & Webhook s ..........................................................................71

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3.2.4.2.Provisioning .....................................................................................73

3.2.5. Customer Authentication | Customer Data Privac y ...........................................73

3.2.5.1.Personal Data ...................................................................................74

3.2.5.2.Login Settings...................................................................................76

3.3. T e am .................................................................................................84

3.4. Payment Gateways ................................................................................88

3.5. Notifications .......................................................................................89

3.5.1. New Revenue Alerts:...............................................................................90

3.5.2. Invalid Payment Methods: ........................................................................90

3.5.3. Fraud Monitorin g ...................................................................................90

3.5.4. Daily Digest Mails ..................................................................................90

3.6. Icare Settings ......................................................................................90

3.7. Company Ke y .......................................................................................92

3.7.1. Company Site Ke y ..................................................................................92

3.8. My Account .........................................................................................93

4.Subscription s ..............................................................................................95

4.1. Subscription Statu s ................................................................................95

4.1.1. Pause Subscriptio n .................................................................................96

4.1.2. Subscription Change/Cancel .....................................................................96

4.1.3. Resume Subscription...............................................................................96

4.1.3.1.Activation/Charges ............................................................................97

4.1.4. Cancel Subscription................................................................................97

4.1.4.1.Pending Cancellation ..........................................................................98

4.1.4.2.Cancelled........................................................................................98

4.1.5. Pending Suspension / Suspended Subscription ................................................98

4.1.5.1.Renewals ........................................................................................98

4.1.6. Subscription Cancelle d ............................................................................98

5.T r ansactions ...............................................................................................99

6.Report Analytics.........................................................................................100

6.1. Monthly Recurring Revenue.....................................................................100

6.2. Dashboar d .........................................................................................101

6.2.1.Overview ...........................................................................................102

6.2.2. Metric...............................................................................................104

6.2.2.1.Recurring Revenue............................................................................105

6.2.2.1.1.T o tal MRR .................................................................................106

6.2.2.1.2.New MRR..................................................................................107

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6.2.2.1.3.Annual Recurring Revenue (ARR )......................................................107

6.2.2.1.4.Upgrade MRR .............................................................................108

6.2.2.1.5.Downgrade MRR..........................................................................109

6.2.2.1.6.Cancellation MR R ........................................................................109

6.2.2.2.Leads and T r ial s ...............................................................................110

6.2.2.2.1.Free T r ials ................................................................................110

6.2.2.2.2.Average Sales cycle length.............................................................111

6.2.2.3.Customers......................................................................................112

6.2.2.3.1.Signup s ....................................................................................112

6.2.2.3.2.Activation Customers ...................................................................113

6.2.2.3.3.T o tal Active Subscriptio n ...............................................................113

6.2.2.3.4.T o tal Active Paid Subscriptio n .........................................................114

6.2.2.3.5.Average Revenue Per Accoun t .........................................................115

6.2.2.3.6.Average Sale Price.......................................................................115

6.2.2.4.Churn ...........................................................................................116

6.2.2.4.1.Paid Subscription Churn ................................................................116

6.2.2.5.T r ansactions ...................................................................................117

6.2.2.5.1.First Time Successful..................................................................118

6.2.2.5.2.Successful Payments ..................................................................118

6.2.2.5.3.Failed T r ansactions ....................................................................119

6.2.2.5.4.Gross Cashflo w .........................................................................120

6.2.3. Data.................................................................................................120

6.2.3.1.Customer.......................................................................................121

6.2.3.2.Orders ..........................................................................................121

6.2.3.3.Subscriptions ..................................................................................122

6.2.4. Dashboard Settings ...............................................................................124

7.F A Q ........................................................................................................126

7.1. Plans ...............................................................................................126

7.2. Products ...........................................................................................126

7.3. Addon s .............................................................................................127

7.4. Coupons ...........................................................................................127

7.5. Subscriptions......................................................................................127

7.6. Settings and configuration......................................................................129

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1.Quick Start

Every Billing activity requires strategy management that allows a smooth process. One such is the Recurbox

software platform that takes care of all your requirements. This permits an efficient way to channelize your

business with your operations assuring you don’t miss out anything.

Below tour will help you through to a basic quick start.

Listed are the key elements to be configured to get started with:

1. Login

2. Setting up Business Profile

3. Setting up currencies

4. Configuring Taxes

5. Setting up brand

6. Setting up Email Notifications

7. Configuring Invoices, Credit Notes

8. Setting Up Payment gateway

9. Setting up Product Catalog

10. Go Live Checklist

1.1. Login

To access the software website you need to have a secure signup/login. For login set up ,

Login lets you personalize your customer information by authenticating the system with required

privileges.

It provides user session management for the platform. It will give an option of storing the active user’s Id

and lets you log in and out easily. You can restrict the views to login users.

REGISTRATION & ACTIVATION

Your Journey starts with registration with our platform. Following steps guide you in the

process of registration

1. Go to the URL https://app.recurbox.com/login in the browser

2. Click on “SIGN UP” button. It will take you to registration form

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3. Enter the following details

•

First Name

Last Name

Company Name

Email ID

Password (re-enter password for confirmation)

Validate CAPTCHA

4. Then click “SIGN UP”

5. On Successful registration, the notification message will be displayed

Your account has to be verified to start using the features of our platform. Following step will

guide you in the process of activation.

1. Go to your registered email account from your device.

2. Check the email received from billing@recurbox.com

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3. Open the email and click on the activation link

4. Once verified it will take you to login page

If the activation email is not received please check the spam box or you can request for

resend activation link

Following step will guide you to request for activation link

1. Hit the URL https://app.recurbox.com/login in the browser

2. In login form enter credentials. After validating the credentials it will take you to the

dashboard page

3. At the top of the application page there displays the notification label in yellow with

message “Haven't received the email yet? ” next to that there is link “Click here”. Click on

that link to trigger the re-send activation email.

4. Once link is resent you can see a notification message to check the email again for

email from billing@recurbox.com

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LOGIN & RESET PASSWORD

After successful registration and activation you can log into our billing platform to explore the

features we provide. Following step will guide you to login to our application.

1. Go to the link https://app.recurbox.com/login

2. Enter the email ID and password

3. Click “Login” button

Forgot Password

In case if you forgot your password you can reset it by following the below steps

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1. Click the link below the login form named as “Forgot your password?” It will take you

to forgot password page

2. In forgot password page enter your registered email ID and click “Send password reset

link”.

3. Once email ID is validated a success message will be displayed instructing to check

the email for the reset password link

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4. Go to your registered email account and check the email for reset password from

billing@recurbox.com and click it.

5. Click the reset password link. It will take you to reset password page

6. Enter your new password and confirm it by re-entering the same password

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7. Then click “Rest Password” button. Once reset is done it will show success message

and this password can be used for login.

1.2. Setting up a Business profile

A Business profile summarizes the professional details that will be visible to the customers

communicating with you. This is the first step to communicate with customers. It lets the customer know

about the location, time of service, website and operation details.

Following steps guide you in process of setting up your business profile details

1. Go to Settings > Business Profile

2. Click “Add Organization Details”. It will open form to fill in details

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3. Enter the following details

Organization name

▪

Address line 1 & 2

Select Country, State, City

Postal code

Phone

Business Email

Website (optional)

▪ Fax (optional)

▪ Select the Time zone

4. After entering all required fields in the form. Click “Add Details

You can update your business profile anytime by following the same procedure mentioned

above.

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1.3. Setting up currency

You can Configure prices to be displayed in different currencies. This allows a consistent and positive

shopping experience. There will be a base currency in which you can load all the items.

Follow the below step to configure the currency to your business

1. Go to Settings> Configure > Billing> Currencies

2. Click “Add Currency”. It will open a form to add currency

3. Select the currency code from the dropdown list

4. Select the mode of exchange rate (Auomated rate exchange or it can be manually

updated)

5. Click “Save Changes”

You can add new currency anytime to your business by following the above steps.

1.4. Configuring Taxes

The Prices you enter your account needs to have tax added onto them at the rates you have set. The tax

set up is region dependent and the current day charge.

Choose Tax Platform

You can add and create the components of the tax that are being applied on the product or

service you sell to your customer, there by effectively plan your taxes

You can set your tax compents by two process:

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1. Avalara (automated)

2. Mannual

Following steps guide you to set and create tax components manually:

1. Go to Settings > Configure > Billing > Taxes

2. Go to “Choose Tax Platform” tab

3. select “Manual”

4. Select the Tax category provided and click add (or) you can enter your own tax

category by selecting “Others” under category and enter the tax component in the

field provided

5. After adding the required tax category click save, a popup box opens up for

confirmation

6. Click “Yes” to save

These tax category will reflect while configuring the tax for your products and services

Configure Tax Region/Currency

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Once adding the tax category components you can configure the percentage of tax for each category to

the currency region.

1. Go to Settings > Configure > Billing > Taxes

2. Go to “Choose Tax Region/Currency” tab

3. Click “Add Tax Region”. It opens tax configuration form

4. Choose the currency and then region

5. Select the state and then enter registred address details such as City, pincode, Address Line 1 &

Line 2, Landmark (optional) and Company name in their respective fields

6. You can manage tax in checkout prices for your product service by clicking “Manage” in “Your

Checkout Prices Are (Inclusive, Exclusive)” field. Select the condition

Inclusive – Tax is included in the price of checkout,

This means that the price charged for goods or services or both does not include tax. Tax is

separately charged on the price.

For example: If the price of good is Rs 200 exclusive and GST rate is 5%, then customer needs to pay

Rs 210 as the price is exclusive of taxes.

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Exclusive – Tax is calculated separately and added to your checkout price

This means that the price charged for goods or services or both includes tax in the price. Tax is not

charged separately on the price.

For example: if the price of good is Rs 200 inclusive and GST rate is 5%, then the customer needs to pay

Rs 200 as the price is inclusive of taxes.

7. Click “Add Tax Reg no” a popup window opens up and select your Tax label enter your business

registered tax registration number for the region under consideration. It will reflect in your

customer invoice.

Tax label is the tax name of a particular country. For example in India the tax label is GST, In US it

is VAT

8. In case of manual configuration of tax components you have enter the tax name for each

component and enter respective tax percentage under “Manual Tax Configuration”

9. After Entering all required field click “Save Tax Details”

This configured tax will reflect on the invoice to your customer from the region and currency under

consideration

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1.5. Setting up Brand

Branding the organization is important to reach out and increase the customer base. Branding the

company name and logo is key part and Recurbox provides feature to update the brand name and logo of

your organization in the emails you sent to your customer.

Configuring the email master template

Following steps guide you to set the brand name to the emails that is send to your customer

on every process in the business:

1. Go to Settings > Configure> customer facing essentails > Brand Styles & Themes

2. Go to Email Template tab

3. Click “Customize Master Template”

4. Click the pencil icon on the master template to be edited. It will open a text box

5. Enter the changes to be made and click close

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6. After doing required changes click “Save Master Template” button

Thus setting your brand name, footer and signature to your email template will reflect in

every emails sent to your customer. You can update the template anytime by following the

above steps

Configuring Logo

Following steps will guide you to upload logo to the application:

1. Go to Settings > Configure> customer facing essentails > Brand Styles & Themes

2. Go to Manage Logo tab

3. Click Upload company Logo button

4. Choose the image file of your company logo

This uploaded logo will reflect in the emails sent to your customer and the logo can be

updated anytime by following the above procedure.

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1.6. Setting up Email Notifications

Communication and update to the customers is very important. This is done easily through email

notifications which can be configured and personalized to be sent at every action course. Recurbox will

automate the email process. As an organization you can customize the contents of your email notification.

Following steps guide you to customize the email notification

1. Go to Go to Settings > Configure> customer facing essentials > Email Notification

2. Choose the template to be edited by clicking the “View/Edit” Button. It opens editable template

page

3. Update the email subject

4. On hovering over the email content you can see editable box shows up with pencil Icon and click

it. It opens up a text box

5. Now edit the content in text box and click “Save and Close” and button

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6. After doing required changes click “Save Template and exit”

This edited content will reflect in the email sent to your customer. In the same process you can edit other

email templates

1.7. Configuring Invoices, Credit Notes

An invoice is a document that itemizes and records a transaction between a customer and a seller. It lists

down the products/services purchased by the customer / that are sold to them, quantity, discount applied,

amount payable, tax.

A Credit note is a exchange between the seller and the customer notifying that a credit has been

provided to their account. It can either be a refund or an adjustable depending on the invoice. The credit

Notes can also be configured in the settings.

1.8. Setting up Payment Gateway

A payment gateway is a merchant service provided by an e-commerce application service

provider that authorizes credit card or direct payments processing for e-businesses. You can set

your preffered gateway to keep track of the payment process.

Following step will guide you in setting payment gateway to your account

1. Go to Settings > Payment Gateway

2. Go to Configure Payment gateway tab

3. Click anyone of the preferred payment gateway

4. Click add gateway. It will open up form where you have to fill the details of the payment gateway

that you want to configure

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5. Enter the required details in the form such as gateway name, public key and secret key from your

payment gateway account, webhook details and give a description to the configuration

6. Select the country, currency and enter authorize amount. If you want to make the selected

currency as default to all your payments you can select the checkbox “is Default Currency”

7. Click Save after entering the required details

In this way you can set the payment gateway for various currency through which you sell your product

or service.

1.9. Setting up Product Catalog

Product Listing and catalog is very crucial for every ecommerce website. A Product catalog consists of

products, plans, add-ons.

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Products and plans are what you sell. For the Products you sell Pricing is done in the form of subscription

for usage. This platform allows you to set up and manage the payments based on the subscription

management. It is an automated transaction chosen by the customer.

1.9.1. Understanding Pricing

Pricing a product is an essential step in the process of a sale service. Keeping this in consideration the

platform allows you to easily create plans to display it on your catalog.

1.9.1.1.Pricing Model

Pricing depends on the products/services being sold. The usual set up includes weekly, monthly and

yearly. Limiting the functionality based on your need is possible. With the outgrowth of the business, the

pricing models can be changed or incorporated. Our platforms supports the following pricing models:

1. Flat fee

2. Per Unit

3. Volume

4. Stair step

5. Tiered

Pricing Model

Flat

Billing Type

Recurring

Pricing Type

Fixed

Variable

Fixed

Non-Recurring

Recurring

Fixed

Per Unit

Volume

Tiered

Variable

Fixed

Non-Recurring

Recurring

Fixed

Variable

Fixed

Non-Recurring

Recurring

Fixed

Variable

Fixed

Non-Recurring

Recurring

Fixed

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Recurring

Step Tired

Variable

Fixed

Non-Recurring

For Recurring and Non-Recurring the following distribution of the Pricing models is followed:

Recurring based pricing Distribution

Non-Recurring based pricing Distribution

1.9.1.1.1.Flat Fee

Flat rate pricing is a pricing model where the service is charged on a fixed rate and mot by the hour/

month or for the use of service. It does not vary with usage or time of use. There is no quantity

associated with plans.

Follow the below video to learn on “How to create a plan with Flat fee”

Flate fee creation..mp4

1.9.1.1.2.Per Unit

Per unit /Unit price is the price for a single unit of measure of a product. The amount to be charged is

expressed as a price per unit. The total price charged would be the quantity multiplied by the per-unit

price.

Example: If service is sold for 100$ per user per month and 5 customers have enrolled for the

subscription then the total price charged would be: 500$, (5*100).

Follow the below video to learn on “How to create a plan with Per Unit pricing”.

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Per unit creation.mp4

Creation of Flat pricing per unit with recurring Variable / non-recurring fixed follows the same.

1.9.1.1.3.Volume

Volume Pricing is a strategy to define a price for all the units within a range. The price is quantity based.

You would define the quantity ranges and the per-unit price for each.

Example: Consider you have sold 40 units of a product, each unit costs $10. The quantity selected falls in

the range where the cost id $10. The total cost will be $400.

Range

1-50

Cost

$10

$40

51-100

Total cost = 40 x 10 = $400.00

Follow the below video to learn on “How to create a plan with Volume pricing”.

Volume Creation.mp4

1.9.1.1.4.Tiered

Tiered pricing lets to define a price Per unit within a range. The prices are assigned to quantity-based

tiers. It works so that the price per unit decreases once each quantity within a tier has been sold.

Example:

Let's consider the same tiers as the example before:

Tier

1

2

3

4

Units in tier

Price

1-10

$10/unit

11-60

$7/unit

61-210

$4/unit

211 and above

$1/unit

If 8 units are ordered, we will charge $10/unit, which is $10 x 8 = $80.

Similarly , In case of 100 units:

•

$10/unit for the first 10 units (tier 1)

$7/unit for the next 50 units (tier 2)

$4/unit for the remaining 40 units (tier 3)

For a total of: $10 x 10 + $7 x 50 + $4 x 40 = $100 + $350 + $160 = $610.

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Follow the below video to learn on “How to create a plan with Tiered pricing”.

tiered creation.mp4

1.9.1.1.5.Stair step

In Stair step pricing, different tiers are defined but the user pays one set price for any units in the

respective tier. Stairstep pricing also defines quantity tiers against which prices are defined, but for each

tier, a flat price is assigned instead of a per-unit price.

So we have the following tiers or "steps" as before, with the prices against each as shown:

Step

1

2

3

4

Units in step

Price

1-10

$75

11-60

$275

61-210

$500

211 and above

$800

If 100 units are ordered, then we will charge the price set up under step 1: flat $500.

If the case of 5 units, You will be charged as per step 1: flat $75.

If the case 400 units, they are charged $800 (step 4).

1.9.2. Products & Plans

1.9.2.1. Plans

1.9.2.1.1. Introduction

Every product and service are to be designed effectively based on which a customer is billed. This is

when the entity PLANS come into the role. Product and service have the corresponding plan are created

to which the customer decides to subscribe on.

A plan can be based on the level of its usage by the customer. If the customer intends to use the service

for personal use, a basic plan with the minimal features is created, if the same usage is extended at an

official level the planned business/professional plan can be opted for. Each plan has its corresponding

pricing associated with the basic/advanced features respectively.

A customer can sign up to a plan utilizing Subscriptions. These help the customer to define his/her

product /services.

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1.9.2.1.2. Plan Creation

To create a plan, follow the below steps:

Log into your respective account in the web interface.

1. Navigate“Products & Plans”

2. Click on Plans

3. Click on Add Plan Button to create a plan

1.9.2.1.3. Basic Characteristics

•

Plan Type (Free/Paid)

Plan Name

Billing Interval

Quantity (Min/Max)

Trial period (Optional in Paid)

1.9.2.1.4. Plan type

A plan can be either a PAID plan or a FREE plan. The pricing will keep them distinguished. There is no

provision for a trial period under a free plan.

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1.9.2.1.5. Plan Name

Each plan name Is to be defined in a way that corresponds to the features it carries. It should be

descriptive of the usage demanded thus helping the customers to relate, have the gist of the plan without

having to go through the complete plan details.

The Naming pattern should not be absurd. It is recommended to be relative and easy to differentiate.

Example: Basic, Pro, Business, intermediate, standard, beginner etc.,

1.9.2.1.6. Billing interval

The Billing period illustrates the duration/interval for which one complete cycle of the plan is Active. The

customer pays the bill by the interval he/she has chosen.

A billing period comprises of:

a. Monthly

•

The service is billed after every 30 days.

b. Annually

•

The Service is billed every year (12 months).

1.9.2.1.7. Quantity (Min/Max)

This option lets you define the least amount of the product /services to be purchased by the customer and

the maximum quantity of the product/services that will let the customer avail the plan of interest.

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1.9.2.1.8. Trial period (Optional in Paid)

With this option, you can set the number of days a subscription can be in a trial period. Trial period lets

the customer try out the services before switching over to the paid version. The trial period changes to

Active status once the set no. of days crosses initiating the first payment cycle for the plan associated.

1.9.2.1.9. Plan Management

Each plan can be managed with the help of the following three options:

1. Edit Plan

2. Archive Plan

3. Delete Plan

You can manage plan by the following guidelines

1. Navigate“Products & Plans”

2. Click on Plans

3. Click on Manage Plan

1.9.2.1.9.1. Edit Plan

It lets you change the current plan configuration.

A plan may or may not be associated with a subscription; based on the type of billing type chosen

(Recurring/Non-recurring).

A Plan with its corresponding subscription can be changed. The following are the attributes which allow a

change:

•

Plan Name

•

Quantity

•

Trial

Step to Archive a Plan:

1. Navigate to Product & Plans> [Plan name] > Manage Plan.

2. Click Edit Plan

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Billing interval and the corresponding Pricing model cannot be changed under any circumstances.

1.9.2.1.9.2. Archive Plan

The plan gets blocked from future usage of new subscriptions.

•

When you try to delete a plan that has subscriptions linked to it, it gets

archived instead.

•

The current subscriptions keep their status active.

Step to Archive a Plan:

3. Navigate to Product & Plans> [Plan name] > Manage Plan.

4. Click Archive

1.9.2.1.9.3. Delete Plan

A Plan can be deleted when it has no subscriptions linked to it, once deleted. The plan is completely

removed from the list.

Step to delete a Plan

1. Navigate to Products & Plan > [Plan name] > Manage Plan.

2. Click on Delete Plan.

If a plan is subscribed by customer then it cant be deleted. In such case it can be archived to prevent it

sales

1.9.2.2.Products

1.9.2.2.1.Introduction

Product Creation and Configuration is an essential part of the business. A product is mapped to plans

complementing them. The product can be complex, simple depending on the target of usage. Plans help

achieve the same. How a plan is associated with the product is defined by a subscription.

1.9.2.2.2. Product Creation

To create a product, follow the below steps:

Log into your respective account in the web interface.

1. Navigate to “Products & Plans”

2. Click on Add Products under Products Tab

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1.9.2.2.2.1.Basic Characteristics

•

Product name

The name field defines the product. It acts as a reference for the identification of the product to be

displayed on the Recurbox platform.

•

Product description

The field specifies the nature of the product.

Product Type

This states the design of the product that helps to understand the functionality of the product.

Example: Hardware, Software, License.

•

Delivery Lead time

The period between the initiation and completion of a process i.e., from the placement of an order

to delivery in case of hardware the lead time for software defines the period between the

installation and its activation. Depending on the product type the “shippable” icon is enabled.

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•

Show on UI

This flag is to enable/ disable the product to be displayed on the cart page.

•

Shipping

This icon enables when the product is a physical item (Hardware).

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•

Billing Type

The bill type represents the category based on which the Subscription is auto renewed, or the

customer is charged only one time.

1. Non-Recurring

2. Recurring (Fixed/Variable )

There are two types of Billing scenarios:

a)

b)

Non-Recurring

Recurring

Recurring billing is further classified either into fixed or VARIABLE.

➢ Recurring Billing allows you to invoice the customer based on a scheduled time-

space basis. This ensures the subscriptions to the services/Products are billed

accurately and on time for each customer. It can be either Fixed/ Variable based on the

Pricing model.

Example :

Consider the following :

Plan billing period: monthly

Plan Price: $ 200 per month

We will charge the customer $200 every month for the subscription to be active until it is cancelled or

suspended. It is also dependent on the pricing model the customer will be billed.

➢ Non-Recurring Billing allows you to invoice the customer that is not repetitive or

that does not get auto-renewed once the billing cycle is completed. A Non-Recurring

billing is not associated with any subscription, rather it is an onetime billing.

Example:

Consider a customer has signed up a subscription of 100$ without a plan associated with it. We

will only charge for that Subscription and the one time set up cost if any. The customer will pay only

once and will not be billed after the completion of the tenure.

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1.9.2.3 Add-Ons

An addon contains additional features that are not part of the subscribed plan. They are available for

purchase to customers. It is one strategy to sell additional products/services to the customers.

✓

An Addon can be attached to the product and itself is not a Product.

A Product cannot be attached with an addon.

Addon can be included along with a subscription or while updating/changing the

subscription.

1.9.2.2.1. Addon Creation

Creating addon is similar to steps to create product but following steps has to be included

1. Go to Products & Plans

2. Click on Add Products

3. Select Addon

4. Select the parent product

Thus addons of type fixed, variable, try and buy and free can be created in similar way as the

product creation.

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1.9.2.4. Manage Product or Addon

1.9.2.4.1. Edit Product or Addon

This lets you change the current Product/ addon configuration.A Product / Addon with its corresponding

subscription can be changed.

Steps to edit the product/Addon :

1. Go to product & plans

2. Select the product/addon to edit and click edit productunder Action

The following are the attributes which allow a change:

•

Name

Quantity

Trial

Lead days

Quantity per unit label

Plans and Price (in case if the product is not purchased)

Enable/Disable Show on UI

Enable new curreny for pricing in case if you configure new currency after creation of product and

it sales

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Billing interval, the corresponding Pricing model, minimum and maximum quanity, tax category cannot be

changed under any circumstances.

1.9.2.4.2. Archive Product or addon

The product/addon gets blocked from future usage of new subscriptions. The current subscriptions keep

their status active.

Steps to archive product/addon:

1. . Go to product & plans

2. Select the product /addon to edit and click Archive Product under Action

1.9.2.4.3. Delete Product or addon

A Product/addon can be deleted when it has no subscriptions linked to it. Once deleted. The product/

addon is completely removed from the list.

Any existing subscriptions with the product/addon are not affected post archiving: they continue to renew

as usual along with the subscription.

Steps to delete product/addon:

1. . Go to product & plans

2. Select the product /addon to edit and click Delete Product under Action

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2.Coupons

Coupons are an amazing way to attract new customers as well as to retain the existing ones. It is an

incentive for the new customer and helps to furnish the brand hence by boosting sales.

The coupon is associated with a discount which on the application gives the customer the total deducted

amount he/she needs to pay.

A Coupon is created by the You for its customers. A customer cannot create a coupon for themselves.

2.1. Coupon Creation

To create a coupon:

1. Navigate to Coupons and discounts

2.

Under Coupons Tab Click on Add Coupon

3. Fill in the details in the form and click on Add Coupon Button

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2.1.1. Basic Characteristics

1. Coupon Name: Name should be in a way that states what the offer is about. Each Coupon name

should be Unique.

2. Applicability: Can be either one time or forever.

One Time coupon : It will apply only for the current billing

Forever coupon

3. Apply condition: Usage condition can be either on a new order, change order or All.

All : It will apply for both order and upgrade order

: It will apply for both current and recurring billing

Order: It will apply for only fresh order

Change Order: It will apply only on upgrade of subscription

4. Discount type: Fixed or Percentage

5. Discount: Specific amount to be discounted

6. Minimum valid price: Minimum cart value for the coupon to be valid.

Coupons can be set up into two types:

•

Fixed amount coupons

•

Percentage coupons

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2.1.2. Fixed amount coupons

This set of coupons will apply a specified amount on total sum incurred, some of the specific linked

products/addons.

Fixed amount coupon can be applied only once in a billing cycle. You can set its usage either on a new

order purchase or while changing the order. The cart value should meet the minimum value condition for

the coupon to be effective. Based on the applicability condition (one time/forever), they can be used in

every billing cycle.

Fixed discount with specified product/Addon

You must map a product/ Addon for the discount to be applied. This enables the coupon to be active only

for that specific item and errors out when applied to other items. The discount is applied to the sum and

not on each unit. The discount will NOT be added to the setup fee.

Example:

Consider the coupon TEST of value $10 has been setup. This coupon is applicable when the product

FLATA is ordered. Invoice below illustrated the Fixed discount being applied to the total.

2.1.3. Percentage Discount

Percentage discount will subtract a specified percentage of amount

from the invoice.

instead of a wholesome amount

You can set its usage either on a new order purchase or while changing the order. The cart value should

meet the minimum value condition for the coupon to be effective. Based on the applicability condition

(one time/forever), they can be used in every billing cycle.

Percentage discount with specified product/Addon

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You must map a product/ Addon for the discount to be applied. This enables the coupon to be active only

for that specific item and errors out when applied to other items. The discount is applied on the sum and

not on each unit. The discount will NOT be added to the setup fee.

Example:

Consider the coupon TEST 1 of value 10% has been setup. This coupon is applicable when the product

Router is ordered.

NOTE: The coupon applied is set as ONE TIME applicability due to which it is not recurring and cannot be

used again after redemption. The coupon is no longer applicable for further use.

2.2. Coupon Product Mapping

Once the coupon is created, it must be mapped to a product/ addon for it be valid. There will be no

coupon that would be active without it being mapped to a product/addon.

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2.2.1. To Map the product to Coupon

1. Navigate Coupons & Discount

2. Click on Coupon Product Mapping Tab

3. Click on Add Coupon Mapping Button

4. Fill in the details in the form and click on Save

5. You can set the number of times that coupon can be used in the duration of the subscription. This

can be set under maximum redemptions tab. If a coupon has been added to a subscription, the

redemption value reduces by 1 regardless of whether the coupon has been applied to invoice or

not.And in case of maximum redemptions per user each user is designated with no of times that

coupon can be used by that particular user/account. Once you set the limit to a certain number,

the user cannot redeem the coupon once he/ she reaches the limit.

•

Maximum Redemptions

Maximum Redemptions per user

The coupon names should be unique. Multiple Coupons mapped to the same product/add on can be

applied to an existing subscription if they are of not same type. A single product can be mapped to

different coupons and a single coupon cannot be mapped to different products.

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2.3. Manage coupons

2.3.3.1. Edit Action on Coupons

To edit a coupon,

1. Navigate Coupons & Discount

2. Under Coupons tab go to the coupon to edit

3. Under Manage Coupon click Edit Coupon

The changes will reflect once you save the changes.

Following details of the coupon can be edited :

•

Discount value

•

Minimum Valid price

•

Maximum Disxount (in case of percentage coupon)

2.3.3.2. Archive Coupon

The coupon can be archived to blocked from applying discount on new subscriptions.

Unachived to work for future application

It can be

Steps to Archive coupon:

1. Navigate Coupons & Discount

2. Under Coupons tab go to the coupon to archive

3. Under Manage Coupon click Archive Coupon

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Steps to Unarchive Coupon:

1. Navigate Coupons & Discount

2. Under Coupons tab go to the archived coupon to unarchive

3. Under Manage Coupon click Unarchive Coupon

2.3.3.3. Delete Coupon

A Coupon can be deleted anytime and it is completely removed from the list. There by preventing any

application of the coupon.

Steps to Unarchive Coupon:

1. Navigate Coupons & Discount

2. Under Coupons tab go to the coupon to be deleted

3. Under Manage Coupon click Delete Coupon

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2.3.3.4. Edit Product coupon Mapping

Steps to edit product coupon mapping:

Navigate to Coupons and discount

1. Go to coupon product mapping tab

2. Go to Manage Mapping on the Mapping to be Edited

3. Click on edit mapping

Only the Maximum redemptions and Maximum redemptions per user can be edited

2.3.3.5. Archive Mapping

The product mapping gets archived. It gets blocked from future usage of coupon application.

Steps to archive product coupon mapping:

1. Go to coupon product mapping tab

2. Go to Manage Mapping on the coupon Mapping to be archived

3. Click on Archive mapping

2.3.3.6. Delete Mapping

A product mapping can be deleted. It will be removed from the list thus disabling the usage of coupon on

that product/service.

Steps to archive product coupon mapping:

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1. Go to coupon product mapping tab

2. Go to Manage Mapping on the coupon Mapping to be archived

3. Click on Archive mapping

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3.Settings

This page lets you configure the basic attributes as per the business standards you wish to set up.

It includes:

1. Business Profile

2. Configure

3. Team

4. Payement Gateways

5. Notifications

6. Icare settings

7. Company Keys

8. My Account

You can make customized settings for your business process through “Settings” feature in Sidebar menu

in home page.

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3.1. Business Profile Settings

Following steps guide you in process of setting up your business profile details

5. Go to Settings > Business Profile

6. Click “Add Organization Details”. It will open form to fill in details

7. Enter the following details

Organization name

Address line 1 & 2

Select Country, State, City

Postal code

▪

Phone

▪ Business Email

▪ Website (optional)

▪ Fax (optional)

▪ Select the Time zone

8. After entering all required fields in the form. Click “Add Details

You can update your business profile anytime by following the same procedure mentioned

above.

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3.2. Configure Settings

Configure lets You manage a lot of basic setting that are required in the business process.

Path: Settings > Configure

Following are the categories under configure settings that are available for the you:

•

Billing

Customer Facing Essential

Revenue Recovery

Authentication , API Keys & Webhooks

Customer Authentication | Customer Data Privacy

3.2.1. Billing

Under the billing category You can setup basic billing essentials that are required in billing process such

as currency, payment, subscription management, charge management and tax settings

Following are the settings options under Configure Billing:

a) Currencies

b) Taxes

c) Subscriptions

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d) Unbilled Charges

3.2.1.1. Currencies

Follow the below step to configure the currency to your business

1. Go to Settings> Configure > Billing> Currencies

2. Click “Add Currency”. It will open a form to add currency

3. Select the currency code from the dropdown list

4. Select the mode of exchange rate

5. Click “Save Changes”

You can add new currency anytime to your business by following the above steps.

3.2.1.2. Taxes

The Prices you enter your account needs to have tax added onto them at the rates you have set. The tax

set up is region dependent and the current day charge.

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Choose Tax Platform

You can add and create the components of the tax that are being applied on the product or

service you sell to your customer, there by effectively plan your taxes

You can set your tax compents by two process:

1. Avalara (automated)

2. Mannual

Following steps guide you to set and create tax components mannualy:

1. Go to Settings > Configure > Billing > Taxes

2. Go to “Choose Tax Platform” tab

3. select “Manual”

4. Select the Tax category provided and click add (or) you can enter your own tax

category by selecting “Others” under category and enter the tax component in the

field provided

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5. After adding the required tax category click save, a popup box opens up for

confirmation

6. Click “Yes” to save

These tax category will reflect while configuring the tax for your products and services

Configure Tax Region/Currency

Once adding the tax category components you can configure the percentage of tax for each category to

the currency region.

1. Go to Settings > Configure > Billing > Taxes

2. Go to “Choose Tax Region/Currency” tab

3. Click “Add Tax Region”. It opens tax configuration form

4. Choose the currency and then region

5. Select the state and then enter City, pincode, Address Line 1 & Line 2, Landmark (optional) and

Company name in their respective fields

6. You can manage tax in checkout prices for your product service by clicking “Manage” in “Your

Checkout Prices Are (Inclusive, Exclusive)” field. Select the condition

52

Inclusive – Tax is included in the price of checkout,

This means that the price charged for goods or services or both does not include

tax. Tax is separately charged on the price.

For example: If the price of good is Rs 200 exclusive and GST rate is 5%, then customer needs

to pay Rs 210 as the price is exclusive of taxes.

Exclusive – Tax is calculated separately and added to your checkout price

This means that the price charged for goods or services or both includes tax in the price. Tax is

not charged separately on the price.

For example: if the price of good is Rs 200 inclusive and GST rate is 5%, then the customer

needs to pay Rs 200 as the price is inclusive of taxes.

7. Click “Add Tax Reg no” a popup window opens up and enter your business registered tax

registration number for the region under consideration. It will reflect in your customer invoice.

8. In case of manual configuration of tax components you have enter the tax name for each

component and enter respective tax percentage under “Manual Tax Configuration”

9. After Entering all required field click “Save Tax Details”

This configured tax will reflect on the invoice to your customer from the region and currency under

consideration

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3.2.1.3. Subscriptions

This let the You to configure subscription feature and its process. The settings can be done for following

subscription features:

•

Pause

•

Resume

•

Cancel

Path: Settings>Configure > Billing> Subscriptions

Pause Subscription Settings:

This setting lets

You to handle serious action that can be implemented if the customer pauses a

subscription. The setting can be accessed by clicking “Pause” tab in subscription setting page.

Following are the settings options available under pause subscription setting:

When "Pause subscription" is invoked

You can Choose what happens when a subscription to be paused. You can select anyone from the given

three setting options:

•

Pause Immediately

Pause at the end of the month

Pause on specific date

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Selected setting option is applicable to all subscription that provided to your customer.

For how long the subscription should to be paused

You can set the desired the time period until which the subscription can be paused. There given two

options under this setting:

•

Pause indefinitely

•

Until a specific date

If there are unbilled charges

You can Choose what happens to existing unpaid invoices from previous terms and all current term

invoices will be collected during resumption. There given two options under this setting:

•

Retained as unbilled

•

Invoice Charges

Resume Subscription Settings:

This setting lets You to handle serious action that can be implemented if the customer resumes a paused

subscription. The setting can be accessed by clicking “Resume” tab in subscription setting page

Following are the settings options available under resume subscription setting:

When “Resume Subscription” is invoked

55

You can Choose what happens when a pause subscription to be resumed. There are two options under

this setting from which one can be selected:

•

Resume Immediately

•

Resume on Specific date

If there are charges

You can Choose what happens to charges raised when subscription is resumed after current billing

period. There are two configuring options under this:

•

Resume Indefinitely

•

Resume on a Specific date

If there are unpaid invoices from previous terms

You can choose what happens to existing unpaid invoices from previous terms and all current term

invoices will be collected during resumption once paused subscription is resumed. There are two

configuring options under this:

•

Retain as unpaid

•

Collect payment

Cancel Subscription settings

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This setting lets

You to handle serious action that can be implemented if the customer cancels a

subscription. The setting can be accessed by clicking “Cancel” tab in subscription setting page

Following are the settings options available under cancel subscription setting:

When a subscription must be cancelled

You can Choose what happens when a subscription to be cancelled. There are two configuring options

under this:

•

Cancel immediately

•

Cancel at the end of term

If there are existing refundable credits

You can Choose what must be done if the cancelled subscription has refundable credits. There are two

options under this:

•

Retain Credits

•

Refund

If there are existing unbilled charges for the cancelled subscription

You can decide what can be done if the cancelled subscription have unbilled charges. There are two

options under this:

•

Invoice Charges

•

Remove Charges

When a subscription is cancelled mid-term, how do you want to handle credits for the unused period

You can decide what can be done if the cancelled subscription is called mid-term and handle credits for

unused period. There are three options under this:

•

Don’t issue credits

•

Issue prorated credits

•

Issue full credits

If there are existing unpaid invoices for the cancelled subscription

You can decide what can be done if the cancelled subscription has unpaid invoices. There are three

options under this:

•

Retain as unpaid

•

Collect payment

•

Write-off

Apply refundable credits/excess payments, if any, to unpaid invoices toggle

You can enable the refundable feature by enabling this toggle.

57

3.2.1.4. Unbilled Charges

You can Configure how they like to handle charges during the subscription lifecycle. Before doing the

settings You must enable unbilled charges, if you want to include unbilled charges

Path: settings>configure>unbilled charges

After enabling You can select necessary setting option that are required to handle various unbilled action

listed in the unbilled charges configuration page.

You can disable the unbilled charges by

clicking “Disable” button in unbilled charges

configuration page.

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3.2.2. Customer Facing Essentials

This configuration category lets the You to setup their Brand styles, customized emails and invoices and

manage customer’s checkout and self-service portal experience.

Path: Settings >Configure > Customer facing Essentials

Following are the settings that are available under this category:

•

Brand Styles & Themes

•

Email Notification

•

Invoices & Credit Notes

•

Checkout Settings & Customer Portal

3.2.2.1. Brand Styles & Themes

This feature lets the You to set where the brand logo will be located on Emails, Invoice and checkout

page and customize its contents.

Under brand styles and themes following can be done

•

Customize Master Template

Preview the invoice layout

Customize the checkout page theme

Manage Logo

3.2.2.1.1. Email Template

Following steps guide you to set the brand name to the emails that is send to your customer

on every process in the business:

1. Go to Settings > Configure> customer facing essentails > Brand Styles & Themes

2. Go to Email Template tab

59

3. Click “Customize Master Template”

4. Click the pencil icon on the master template to be edited. It will open a text box

5. Enter the changes to be made and click close

6. After doing required changes click “Save Master Template” button

Thus setting your brand name, footer and signature to your email template will reflect in every emails sent

to your customer. You can update the template anytime by following the above steps

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3.2.2.1.2. Invoice Template

You can preview the invoice template that will be sent to your customer under this feature

Path: Settings >Configure > Customer facing Essentials> Brand Styles & Themes > Invoice Template

3.2.2.1.3. Checkout Template

This setting feature let to set the colour theme to your cart and checkout page.

Path: Settings >Configure > Customer facing Essentials> Brand Styles & Themes > Checkout Template

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There are two Default colour theme and one theme that can be customized by you.

By Default the “Default 1” theme will be checked in this settings. And each theme can be

previewed by clicking “Preview Theme”

Steps to customize the checkout template

1. Navigate to the Checkout Template under Brand style settings

2. Check the Custom theme

3. Now click “Customize Theme” under this Custom Theme

4. It opens up customize theme popup where you can enter preferred colour code or

select the colours from colour picker

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5. After selecting colours, click “Save Custom Theme”

3.2.2.1.4. Manage Logo

Following steps will guide you to upload logo to the application:

1. Go to Settings > Configure> customer facing essentails > Brand Styles & Themes

2. Go to Manage Logo tab

3. Click Upload company Logo button

4. Choose the image file of your company logo

This uploaded logo will reflect in the emails sent to your customer and the logo can be

updated anytime by following the above procedure.

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3.2.2.2. Email Notification Template

Communication and update to the customers is very important. This is done easily through email

notifications which can be configured and personalized to be sent at every action course. Recurbox will

automate the email process. As an organization you can customize the contents of your email notification.

Following steps guide you to customize the email notification

1. Go to Go to Settings > Configure> customer facing essentials > Email Notification

2. Choose the template to be edited by clicking the “View/Edit” Button. It opens editable template

page

3. Update the email subject

4. On hovering over the email content you can see editable box shows up with pencil Icon and click

it. It opens up a text box

5. Now edit the content in text box and click “Save and Close” and button

6. After doing required changes click “Save Template and exit”

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This edited content will reflect in the email sent to your customer. In the same process you can edit other

email templates

3.2.2.3. Invoices & Credit Notes

This setting feature lets to customize the details that you like to display on invoices and credit notes.

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3.2.2.4. Checkout Settings & Customer Portal

This setting feature lets to customize the details that you like to display to your customer in checkout cart

pages and customer self service portal.

You can aslo set the redirect URL that will be added to the order success landing page.

Steps to configure redirect URL:

1. Go to Settings>Configure> Customer Facing Essentials > Checkout setting & Customer portal

2. Go to configuration tab

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3. Under Customer Redirect URL Enter the name of the link to be displayed (example: Company

Portal, Admin Portal)

4. Enter the URL of the preferred page to be linked (example: https://www.xyz.com)

5. Click Submit

This added link will be displayed in order success landing page.

3.2.3. Revenue Recovery

Failed Transactions has become one of the top noted issues in the day to day scenario. The reason for

the same can very from connectivity issue, insufficient funds to Expired cards. Some of them can be

controlled and few can’t be. To avoid such failures interrupting the purchase, a solution in the form of a

process called” Dunning” has been implied.

Dunning is the process of sending reminders and rescheduling the transactions to customers incase of a

failed attempt.

It helps in tracking and claiming outstanding payments. Emails can be configures to be sent to the

customers requesting them to update payment details. This is applicable for:

1. Online Payments

2. Offline Payments

3. Debit payments

This process has limitations which incudes:

1. Multiple retries

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2. Non compliance to cards

Smart Retry: This is a in built entity that initiates payment retries in correspondence to the error

generated. The gateway Transactions are classified into hard and soft declines.

•

Hard Declines are errors that involves your customer’s/ your action. These declines will not be

retired unless there is an update in the payment channel.

•

Soft Declines are the ones due to connectivity issue, more of the temporary scenarios. These

declines will not be retired till there is an update on the chance of recovery based on the error.

This mode of dunning comes into picture when the Auto collection is turned ON for a subscription and the

initial attempt results in failure. This failure of transaction is followed up by an email Trigger to the

respective customer giving the details on the same.

Dunning can be set up for:

1. Cards, E-wallets

2. Direct Debit cards

These settings are applicable for your customers whose payment methods include e-wallet and cards.

Steps to Configure Dunning Setings

Navigate to: settings > Configure> Revenue Recovery > Dunning for online/offline payments >Dunning for e-

wallets and e-cards.

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Activate Dunning: This is valid specially for E-wallet and cards payment. If this option is disabled, retry

of transaction for the failed attempts will not be performed.

Dunning Period is the period between the final call on the subscription and invoice. Final execution will

be executed at the end of the dunning period.

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Choose Automatic Retry mode allows you to set up how frequent retry to collect the payment from your

customers.

Retry Frequency: You can set the when payement retry can be done from the date of next billing due

date. You can enter 3 different period under this retry field.

When dunning period ends, what happens to subscriptions?

If the invoice is still unpaid when the dunning period ends, you can define the final action to be taken on

the subscription. It can be set to either remain Active or sent for cancelation

Under this you can select two option:

1. Credit Check – Subscription will remain active the due amount will get added

up to the customer and compared with credit limit of the customer.

2. Suspend Subscription – Subscription will move to pending cancelation and

customer agent can take an action on that

When dunning period ends, what happens to invoices?

Once dunning period ends you can decide how to handle the invoice. You can mark it as not paid or

void the invoice

Dunning for 'Future' and 'Trial' subscriptions

You can set wether dunning process can be applied for try and buy subscription where it will be

billed after trial days. You can enable/disable dunning for try and buy subscription

Credit Limit for the company

This field lets to set the credit limit upto which the customer due can be maintained as credit check.

If the credit limit exceeds the subscription will move to suspended.

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After updating the dunning configuration click “Save Changes”.

Individual customer credit

3.2.4. Authentication, API Keys & Webhooks

This configuration section lets the You to manage site's API keys and webhooks.

Path: settings>configure> Authentication , API Keys & Webhooks

There are two settings under this section:

1. API Keys & Webhooks

2. Provisioning

3.2.4.1. API Keys & Webhooks

API Keys are used for authentication to site’s API every time an API request is made. These keys are

provided to indented teams in the company and customers to grant access to do action on application.

Path: settings>configure> API Keys & Webhooks>API Keys tab

You can create an API Key by clicking “Add API key”. When clicked “Add API Key” form pops up.

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Three Kinds of API keys can be created under this:

•

Publishable Key

•

Full-Access key

•

Read-only key

Publishable Key

This key lets user of the application to allow API calls from web browsers. Create new subscriptions,

checkout new subscriptions, and more.

Full-Access Key

This key lets the user of the application to Full Access with all permissions.

Read-only Key

This lets the user Read Only access to the site and can allow access to transactions and configuration

data.

Steps to create an API Key:

Step 1: got to settings>configure> Authentication , API Keys & Webhooks> API Keys & Webhooks

Step 2: Click “Add API Keys” button

Step 3: Select the key type from “Add API Key” from.

Step 4: Enter the API key name.

Step5: Click “Save Changes”

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After successful creation of API key, it will be displayed under API keys tab of the configuration

3.2.4.2. Provisioning

This configuration lets to set your callback URL. You just enter your authorized URL in the field provided

and submit.

3.2.5. Customer Authentication | Customer Data Privacy

Under this section you can find two setting options :

1. Personal Data

2. Login Settings

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3.2.5.1. Personal Data

The data select under this setting will be cleared at the end of the data retention period.

Other non-personal customer data, subscription, invoices and event log will be retained.

Following are the list of configurations that are available under “Personal Data” Setting:

•

Customer Details

•

Billing Information

•

Shipping Information

•

Additional Contacts

•

Payment Method Information

•

Mail logs

Customer Details

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Path: settings> configure >Customer Authentication Customer Data Privacy> Personal data > Customer

Details>Enable toggle

Under this section of setting You can select the customer profile details that can be cleared.

You must enable this section by enabling toggle button in the section.

After enabling the section You can check the details that wanted to be cleared. Below are the details that

You can select by clicking the check box:

•

First Name

•

Last Name

•

Email

•

Phone

•

Company

•

Customer Meta

Billing Information:

Path: settings> configure >Customer Authentication Customer Data Privacy> Personal data>Billing

information>Enable toggle

On selecting this section You can clear Name, Email, Company, Phone, and Address tied to billing

information.

Shipping Information:

Path: settings> configure >Customer Authentication Customer Data Privacy> Personal data >Shipping

information>Enable toggle

On selecting this section You can clear Name, Email, Company, Phone, and Address tied to shipping

information.

Additional Contacts:

Path: settings> configure >Customer Authentication Customer Data Privacy> Personal data

>Additional>Enable toggle

On selecting this section You can clear out the customers additional contact details apart from the

primary contact details.

Payment Method Information:

Path: Path: settings> configure >Customer Authentication Customer Data Privacy> Personal data >

Payment Method Information

This setting clears the payment information of customers such as card details, account details etc.

Payment details cleared cannot be used for making refunds or other transaction.

You can clear the data at below two different levels and can be selected by clicking radio buttons:

•

Clear from company

•

Clear from Company & gateways

Mail Logs:

Path: settings> configure >Customer Authentication Customer Data Privacy> Personal data >Mail

Logs>Enable toggle

This setting clears all mail logs that are sent to customer in various process with the company.

Clear Data Automatically:

Path: settings> configure >Customer Authentication Customer Data Privacy> Personal data >Clear Data

Automatically>Enable toggle

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On enabling this setting You can clear out the related customer subscription data automatically once it is

cancelled.

3.2.5.2. Login Settings

In login page your customer enters the credentials and submit for authentication.

The type of login flow your customer encounter is based on your login settings in Recurbox Platform Self service Portal. The settings

available under Recurbox Platform Self service Portal login configuration are

Recurbox Login Service

❖

❖ Token Login Service

❖ OAuth2 Login Service

1. Recurbox Login Service

If you prefer to use the platform owner’s Recurbox login service to your customer then this

settings can be made at Recurbox Platform Self service Portal You settings.

At cart page when your customer hits login, they will be redirected to Recurbox Login page.

To use this login method your customer has to register with ASBP.

Note: By default, this login method is selected in the application

Path to enable in Recurbox Platform Self service Portal:

Path: settings> configure >Customer Authentication Customer Data Privacy > login

Settings>Recurbox Login Services

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Customer Registration with Recurbox

Step1: Click “Login” in the customer site page. It will redirect to Recurbox login page

Step2: Click “Register Here” in the login page.

Step3: Enter the details in the registration form and click “Register”.

Customer will be notified with success message once registration is done and redirected to

Recurbox login page.

Customer login with Recurbox Login page

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Step 1: Click “Login” in the CUI site page. It will redirect to Recurbox login page

Step 2: Enter the ‘Email’ & ‘Password’ in the login page

Step 3: Click the “Login” button

On successful login, the customer can access to other modules of the site such as Customer

Account, Payment and checkout.

2. Token Login Method

Token login method can be used for login services to CUI if you prefer to give your login

method to your customer. The customer has to register with your login service.

You can enable this login method by configuring login method settings under You settings in

Recurbox Platform Self service Portal.

Path to enable token login method in Recurbox Platform Self service Portal:

Path: settings> configure >Customer Authentication Customer Data Privacy >Login settings >

Token Login services

Steps to set the Token Login services in Recurbox Platform Self service Portal

1. Navigate to the Token Login services under login settings

2. In Token Login services form enter the following

API Endpoint (it is server address of the You Identity server)

API Token (It is the key to decrypt the token)

▪

API response format (enter the response format that You services can access

the data )

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3. Map the responses with Recurbox by selecting the user attributes

User ID

▪

First Name

Last Name

Email

4. Save the settings

The sequence of events in the Token login method

•

Your customer is redirected to your login page when clicking “Login” in CUI.

•

A customer enters the credential and hits the login

•

After validation at your login identity server, it will send the customer authorised

information in encrypted in token format to the platform login server.

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•

At the platform Identity server, the token data is decrypted using the token key

provided in login settings in Recurbox Platform Self service Portal.

Once the decrypted the customer account data is searched and send it to the CUI, thus

granting access to various modules.

3. OAuth2 Login Method

If you prefer to use OAuth2 identity services provided by domains like Google, Facebook,

LinkedIn, etc. where your customer has an account, then you can enable it by entering the

preferred domain configuration details in OAuth2 Login services under You login settings in

Recurbox Platform Self service Portal

In this login method, the customer authorization is done at the domain’s identity server and

customer token is sent to the platform identity server provided the client secret key to

decrypt the information.

Path to enable OAuth2 login services in Recurbox Platform Self service Portal:

Path: settings> configure >Customer Authentication Customer Data Privacy > login Settings>

OAuth2 Login Service

Steps to set the OAuth2 Login Services in Recurbox Platform Self service Portal

1. Navigate to the OAuth2 Login services under login settings

2. Enter the following in OAuth2 form

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OAUTH2_AUTHORAIZATION_URI

▪

→

This is the standard authorization URI provided by the third party login

services like Google.

(Example: https://accounts.google.com/o/oauth2/v2/auth)

→

Depending on the login service preference of the You the respected

authorization URI has to be entered

OAUTH2_TOKEN_URI

▪

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→

This is the standard token URI provided by the third party login services

like Google

(Example: https://www.googleapis.com/oauth2/v4/token)

Depending on the login service preference of the You the respected

token URI has to be entered

▪ OAUTH2_USER_INFO_URI

→

This is the standard token URI provided by the third party login services

like Google, Facebook, LinkedIn etc.

(Example: https://www.googleapis.com/oauth2/v3/userinfo)

→

Depending on the login service preference of the You the respected

token URI has to be entered

▪ OAUTH2_CLIENT_NAME

→

It is the name of the third party login services that are selected to use

by the You

▪ OAUTH2_CLIENT_REGISTERATION_ID

→

It is an ID unique to the You that is created when the You signs up with

third-party login services

▪ OAUTH2_ CLIENT_ID

→

It is the ID that is created by the You on the process of linking the

platform’s identity URI to the third party login services

▪ OAUTH2_CLIENT_SECRET

→

It is the secret key generated when linking the platform’s URI with

third-party login services

3. Save the settings

The above inputs can be obtained from the respective domain login services. Please refer the

following link for more info.

➢ For Google, login services refer https://developers.google.com/identity/protocols/

oauth2/service-account

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Customer login with OAuth2 services

Step 1: Click “Login” in the CUI site page. It will redirect to login page

Step 2: Select the domain through which to log in to the application (say: Google)

Step 3: Enter the email and click ‘Next’

Step 4: Enter the password and click ‘Login’

After successful validation, the customer-specific data is displayed with access to various

modules of the application.

If the customer already has signed in their system, then just select the account through which

they want to login.

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3.3. Team

This feature lets to add memebers to the organization with restricted access such as support agent and

executive for your business process. By default your profile is in team as global administrator.

There are 4 roles that can be mapped to the members added under teams:

•

Standard User – View Only

Customer Support Agent – Icare access

Customer Support Executive – Icare access and Approver access

Global Administrator - Full access

Steps to add member to the teams:

Step 1: Invite member

1. Go To Settings > Team

2. Click Add Team Member. An invite user form popup

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3. Enter the member email id

4. Select the role

5. Click save changes

An invite email will be sent to the email id of the added member

Step 2: Registration by member

1. Go to email account of the added team member

2. Check the invite mail recived from billing@recurbox.com and open it

3. Click the registration link. It will take to member registration page

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4. Enter First name and last name

5. Enter password

6. Click Register

After registeration the member can login to the application and can perform action based on the role

tagged.

Step to change the role of team member:

1. Go to the settings > Team

2. Go the member to whom the role has to be changed

3. Under action click change role. It opens update user form

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4.

5. Select the role to be updated

6. Click save changes

This changed role will reflect immediately to the team member.

Step to deactivate/reactivate team member:

1. Go to the settings > Team

2. Go the member to whom the role has to be deactivated

3. Under action click DeActivate User

4. Confirm deactive user in popup alert

Now this member will not be allowed to access the application. You can Reactivate the same user by

following above steps by selecting ReActivate user

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3.4. Payment Gateways

A payment gateway is a merchant service provided by an e-commerce application service

provider that authorizes credit card or direct payments processing for e-businesses. You can set

your preffered gateway to keep track of the payment process.

Following step will guide you in setting payment gateway to your account

1. Go to Settings > Payment Gateway

2. Go to Configure Payment gateway tab

3. Click anyone of the preferred payment gateway

4. Click add gateway. It will open up form where you have to fill the details of the payment gateway

that you want to configure

5. Enter the required details in the form such as gateway name, public key and secret key from your

payment gateway account, webhook details and give a description to the configuration

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6. Select the country, currency and enter authorize amount. If you want to make the selected

currency as default to all your payments you can select the checkbox “is Default Currency”

7. Click Save after entering the required details

In this way you can set the payment gateway for various currency through which you sell your product

or service.

3.5. Notifications

This let the You to set up alerts and notify you and your teams about various customer events.

Path: PUI> Settings>Notification

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There are four Notification settings available under this configuration section:

•

New Revenue Alerts

•

Invalid Payment Methods

•

Fraud Monitoring

•

Daily Digest Mails

3.5.1. New Revenue Alerts:

Path: Settings>Notification>New Revenue Alerts>Configure

This feature lets the You to configure members who can receive alerts every time the first invoice is

generated for a customer or subscription.

3.5.2. Invalid Payment Methods:

Path: Settings>Notification>Invalid Payment Methods>Configure

This sends notification mails to configured members every time a customer’s payment is invalid.

3.5.3. Fraud Monitoring

Path: Settings>Notification>Fraud Monitoring>Configure

This sends an email alert every time a suspicious or fraudulent transaction is detected in application to

the configured members

3.5.4. Daily Digest Mails

Path: Settings>Notification>Daily Digest Mails>Configure

This sends a digest email that includes signup and transaction done in application every day, to the

configured team members.

Configure members to receive notification:

3.6. Icare Settings

Under Icare settings you can configure your customer support agents in various groups to assign and

work on customer issue tickets.

Steps to Create Icare Group:

1. Go to Settings> Icare Settings

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2. Click Add a new group. It opens a Add new group popup window

3. Enter the group name and click submit

Steps to Add member to Icare Group

Go to Settings > Icare settings

Click Add User on the group you want to add the agent, a form opens.

Select the agent from the list and click save

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Seleted agent will get added under the group.

3.7. Company Key

Under this section you can find two keys:

•

Company Site key

Company Secret Key

3.7.1. Company Site Key

Company Site key is the token that can be added to the cart URL, this let the cart page to be linked to the

your account and displays the company’s products to the customer who browse through the link.

Path: Settings>Company Key > Company Site Key

Default URI for cart page is

https://store.recurbox.com/products?companyToken=

Let Site key be

“zsCDYhgB8o1GX92O3hutCQ5vFcfLbY9aRiItAzy51nPQKQ==” is the company’s token.

The above company token must be added to the “companyToken=” of the the cart base URI like below

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h t t p s : / / s t o r e . r e c u r b o x . c o m / p r o d u c t s ?

companyToken=zsCDYhgB8o1GX92O3hutCQ5vFcfLbY9aRiItAzy51nPQKQ==

3.8. My Account

Under My Account you can update your personal profile data and manage your password.

Steps to update your personal profile

1. Go to settings> My Account

2. Go to Profile tab

3.

4. Click update details. A edit profile form will open

5.

6. Enter the details to be updated in this form

7. Click save profile

Steps to Manage Password

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1. Go to settings> My Account

2. Go to Manage Password tab

3. Enter new password and reenter password in repeat password field

4. Click Reset Password

Now the password will be rested

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4.Subscriptions

A Subscription allows the customer to access a product/ service. It influences what the customer has

signed up for and how they are charged recurringly for it.

•

A subscription is created when a customer signs up for a plan. Addons also became a part of it.

•

A customer can have any number of subscriptions.

A Subscription section lists all the subscriptions associated with the customer along with a summary of

each subscription.

You can access the list of subscription availed by your customer by clicking the Subscription from the

side menu bar

Each line in list give overview details of that subscription such as Customer ID, Name, Email,

Subscription ID, Subscription status, Billing cycle type, creation date, netbilling date, amount charged

and mode of purchase.

4.1. Subscription Status

•

Active: Subscriptions that are currently active and paid up to date (off subcase)

Cancelled: Subscriptions that have been cancelled. It could be due to manual cancellation or

automatic when they reach the end of their pre-paid term.

•

Paused: Active subscriptions that are at stop temporarily.

Pending Cancellation: Subscription which move to pending cancellation when payment is not

done in recurring cycle. This allows the agent to take action on these subscription

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4.1.1. Pause Subscription

Customers sometimes prefer to pause the subscription instead of cancelling it altogether. As a You, you

can pause the subscription in cases of due payment.

The period of pause can be set or left based on the issue.

Your customers can choose to pause the subscription immediately or end of the current billing term.

Pause Order can be enabled through :

1. Customer Interface

2. Icare

3. Self-service portal

4.1.2. Subscription Change/Cancel

1. Paused Subscription cannot be allowed to change. On resuming the subscription changes can be

done.

2. Subscription can be cancelled even it is in paused status.

4.1.3. Resume Subscription

Customer can activate the paused subscription by “Resume Subscription” feature. Once the subscription

is resumed the status of the subscription will move to ‘Active’.

If any payment issue has been resolved with the subscription if any, you can resume the customer’s

subscription.

Resume Order can be enabled through :

1. Icare

2. Self-service portal

➢ Whenever customer resume the subscription, the billing cycle will remain intact.

➢ Change subscription will not be allowed when the subscription is paused. Customer can make

changes once the subscription resumes.

➢ When a Subscription resumes, it can resume within the term of billing or beyond.

1. In Term Resume

This is when the subscription is resumed within the billing term of the

subscription.

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•

The payment for the unpaid invoice of the current term will be collected. (

Dunning is enabled)

If the payment holds, the subscription will be on hold.

2. Out term Resume

This is when the subscription is resumed beyond the current billing term.

•

An invoice will be generated.

the subscription term will align with the billing date and charges will be

raised accordingly.

4.1.3.1. Activation/Charges

1. Paused Subscription can set to be resumed immediately or on a Specific date/time interval.

2. Charge invoice can be set to charge immediately or add to unbilled charges.

4.1.4. Cancel Subscription

A subscription can be cancelled at any time. They can be done for various reasons:

a) Manual

b) Bill not paid (Over due)

c) Fraud compliant

d) Tax calculation

e) Mis handling of the account

f) Currency incompatibility

g) Price mismatch

h) Customer choose to stop the service

Cancel Order can be enabled through :

1. Icare

2. Self-service portal

Cancelled Subscription can be identified by “Cancelled” or “Pending Cancellation” status.

Once a subscription is cancelled all the services availed will be stopped at the same time, and refund is

not provided for cancellation.

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4.1.4.1. Pending Cancellation

If the customer initiated to cancel their subscription then the status on subscription will be “Pending

cancellation”.

4.1.4.2. Cancelled

This status will be updated on subscription if the cancellation is done due to manual cancellation by the

company due to various reasons or automatic when they reach the end of their pre-paid term.

4.1.5. Pending Suspension / Suspended Subscription

A customer’s account will fall under suspension whenever a customer’s usage limit crosses the proposed

credit limit. The subscription will be converted to Pending suspension and notified to the user. Following

which the subscription will be suspended.

Subscription can be suspended through “Icare” and once the subscription is suspended it cannot be

activated again.

4.1.5.1. Renewals

1. The subscription cannot be renewed under pause subscription.

2. Reminder emails will be sent to the customers.

3. The Billing cycle will become active whenever the subscription is resumed.

4.1.6. Subscription Cancelled

A subscription can be cancelled at any time. They can be done for various reasons:

a) Manual

b) Bill not paid (Overdue)

c) Fraud compliant

d) Tax calculation

e) Mis handling of the account

f) Currency incompatibility

g) Price mismatch

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5.Transactions

A Transaction section provides a summary of all the transactional events that has happened in your

account.

A record is created automatically with every payment operation is carried out on an invoice which can be

a successful charge or a failure.

You can access the list of transaction by clicking Transactions menu from sidebar.

Each list gives overview details of the particular transaction such as Transaction ID, Subscription ID,

Status, customer basic details, date of transaction, amount of the transaction and Transaction type

There are two types of transaction

•

Customer Initiated Transaction

•

System Initiated Transaction

Customer Initiated Transaction

It is transaction done by the customer in the process of placing order and changing the order.

System Initiated Transaction

It is transaction initiated by the application in the process of automated charging at the end of each billing

cycle.

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6.Report Analytics

Dashboard Analytics is business intelligence and reporting software that lets you view visually appealing

and insightful reports over selected period. This report provides all kinds of details that enable you to keep

track of customer retention.

Following are the data category under which report is generated

•

Recurring Revenue

Customer

Churn

Transaction

Before staring with analytics let us understand the base of the analytics provided. Every metrics report is

structured based on revenue a company acquires from the sale of their product/services to their

customers. In Sass based business the prospect of revenue is predicted based on revenue they acquire

every month called Monthly recurring revenue

6.1. Monthly Recurring Revenue

Monthly Recurring Revenue is the normalized monthly revenue calculated by taking into account only the

recurring items of subscriptions. One time charges including Non-recurring order and setup fees are not

included in the MRR calculation.

A subscription can be billed monthly or yearly. But when it comes to MRR, it is how much that subscription

contributes to the revenue on a monthly basis that matters.

How MRR is calculated?

Let us consider a subscription for a customer A with the following charges:

Recurring Plan: $20/month

Recurring addon: $10/month

One time purchase: $15

One time setup charge: $10

MRR for the subscription = $20 + $10 = $30

Note that both the onetime charges are not taken into account while calculating MRR.

Now consider another subscription for a customer B with the following charges:

Recurring Plan: $120/year

Recurring addon: $60/year

MRR for the subscription = $120/12 + $60/12 = $15

The subscription is billed on a yearly basis. But, it contributes $15 in MRR.

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Note: taxes are not included in MRR calculation

6.2. Dashboard

The dashboard page of the application has four tabs under which various reports can be

viewed.

You can access the dashboard by clicking Dashboard from side menu bar

The following are the tabs under dashboard page.

•

Overview

•

Metric

•

Data

•

Dashboard Settings

As a new user to our application, by default you can see the demo data displayed on the dashboard

metrics. This is provided to give better understanding of how the data runs the dashboard metrics. You

can change the data source from demo to your own data by configuring under dashboard setting.

Configuration of data source:

1. Go to Dashboard> Dashboard settings

2. Under General click Data Source

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3. Select the preferred data source

6.2.1. Overview

Path: Dashboard> Overview

This page gives you overview reports of various metrics in bar chart, Line chart, pill chart and latest

events in your business.

You can view the reports of certain period by selecting the period and base value from the selector in the

top the page.

Today’s event gives you the flow pattern of sequence action made by your customer on daily basis. It will

give you real time customer activity. The activity displayed under this include purchase of recurring & non-

recurring product, renewal of subscription, upgrade and cancellation of subscription.

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Customizing Base Currency in Dashboard

You can select the currency in which you want to view the report by configuring under

Dashboard settings.

1. Go to Dashboard > Dashboard Settings

2. Under General in Sidebar click Config

3. Select the Base currency from the dropdown

Customizing Report in Overview Page

You can customize the metric that you like to display in overview page. Following steps will guide you to

customize the overview page

1. Go to Dashboard> Dashboard settings

2. Under General in sidebar Click Desktop

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3. Select the report to be enable that you want to view on overview tab. A tick mark will be enabled

on clicking. You can disable the reports on overview just clicking on the tick marked metric.

Now the selected metric report will be displayed in overview page.

Total MRR Breakdown

This metric chart in overview dashboard gives you the representation of MRR from various customer

country subscribed to you. This gives idea on how to plan new product/services to the region contributing

to your business more and also to plan the strategies on region to improve the customer base.

6.2.2. Metric

Under Metrics tab there provided the measures that is used to track and assess the status of all process

of your business over selected period of time. You can view the metric report either in tabular or graph

view.

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By default the page shows you all metrics value in tabular format under trends

You can switch to graph view by following steps:

1. Go to Dashboard>Metric

2. Click on the report which you want to view in graph from the side bar

3. Now the selected metric will displayed to you in graph form.

You can are given graph report in Line or Bar graph and can be switched by clicking on the tab provided

on the graph report

Following are the category under which reports are given in metric

•

Recurring Revenue

Leads and Trials

Customers

Churn

Transactions

6.2.2.1. Recurring Revenue

Recurring revenue is a financial metric that shows the revenue that a company expects to receive on a

monthly basis from customers for providing them with product/services. Essentially, it measures the

company’s normalized monthly revenue. Revenue normalization is critical for companies that offer various

pricing plans for their products or services.

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Under this following metrics reports are generated:

•

Total MRR

New MRR

Annual Recurring Revenue

Upgrade MRR

Downgrade MRR

Cancellation MRR

6.2.2.1.1. Total MRR

Path: Dashboard> Metric> Recurring Revenue > Total MRR

It is sum of total monthly recurring revenue from subscription. This should be a fair representation of the

money your subscriptions will be bringing in. It depicts the health of a business, thus making it the one

number you should strive to be growing every month over a selected period

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6.2.2.1.2. New MRR

Path: Dashboard> Metric> Recurring Revenue > New MRR

It is new monthly recurring revenue earned from the new subscriptions (worth over zero dollars) acquired

during the period.

If there are two subscription one of $50 and other of $30 are added during the period, then new MRR is

$80

New MRR is one of the most direct growth levers under your control to add new revenue by acquiring

more customers.

6.2.2.1.3. Annual Recurring Revenue (ARR)

Path: Dashboard> Metric> Recurring Revenue > Annual Recurring Revenue

This is the total predictable annual recurring revenue earned from subscriptions. It is calculated based on

current Monthly recurring revenue

ARR= Monthly Recurring Revenue x 12

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It is fair representation of the money your subscriptions will be bringing in annually.

6.2.2.1.4. Upgrade MRR

Path: Dashboard> Metric> Recurring Revenue > Upgrade MRR

How downgrade affects MRR?

Let the total MRR of a product A subscribed to be $100. If subscription of Product A is upgraded to $150,

it will result in an increase in the total MRR. The increased MRR ($50) is referred to as the Upgarde MRR.

Increase in upgrade MRR indicates your product is scaling as your customers scale. When you have the

right set of features in all your plans and are constantly adding valuable new features, it encourages your

customers to upgrade.

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6.2.2.1.5. Downgrade MRR

Path: Dashboard> Metric> Recurring Revenue > Downgrade MRR

How downgrade affects MRR?

This is the reduction in monthly recurring revenue. Let the total MRR of a product A subscription be $100.

If subscription of product A is downgraded to value of $70, it will result in a decrease in the total MRR to

$30. The decreased MRR is referred to as the Downgrade MRR

This means customers are not finding enough value in their current plans for the price they pay and

hence, they downgrade. When this number starts growing, it might be a good idea to add relevant high

value features in the higher $ plans. A price change event could also trigger downgrades.

6.2.2.1.6. Cancellation MRR

Path: Dashboard> Metric> Recurring Revenue > Cancellation MRR

It is total MRR lost when customers cancel their subscriptions

How cancellation affets MRR?

Let there are two subscription of Sub A $50 and Sub B $100 under monthly cycle accounting to

Total MRR of $150. If Sub A is cancelled, it will result in a decrease in the total MRR to $50. This loss

in MRR is called Cancellation MRR.

This is calculated on the day the cancellation of that subscription becomes active, generally when the

next renewal is due.

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When your Cancellation MRR increases, it hits your business twice as hard. You not only lose a paying

subscription, but also spend to acquire an equivalent paying subscription. It’s indicative that they think

their needs are met by a competitor, or, it can mean they stopped having the need for your product or

service

6.2.2.2. Leads and Trials

It provides you the report on total number of subscriptions which are currently in trial state and number of

such trial signups moving to first payment

Under this following metrics are generated:

•

Free Trials

Average Sales Cycle Length

6.2.2.2.1. Free Trials

Path: Dashboard> Metric> Leads and Trials > Free Trials

This metric shows the total number of subscriptions which are currently in trial state. It shows sum of free

trials with Trial Start date in the current period.

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Subscriptions in trial state are good leads. Given good experience in the trial period, they can easily and

quickly understand your product's value and upgrade to a paid subscription for more features. This will

also help you shorten the trial to paid subscription time duration.

6.2.2.2.2. Average Sales cycle length

Path: Dashboard> Metric> Leads and Trials > Average Sales Cycle length

The Average sales cycle length is the average number of days between a customers’s signing up for an

account to making the first payment.

This is determined by taking new paying subscribers in the current period and using their date of account

creation to calculate the Average sales cycle length. Given that a total of 10 subscribers joined on May

1st, and 5 of these subscribers paid on May 11th, while the other 5 paid on May 21st, the Average sales

cycle length for the month of May would be 15 days.

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A decrease in this number indicates that customers find it easier to understand the product and its

benefits very quickly and hence choose to pay for your services much sooner. Simplifying the plans and

pricing so that evaluation doesn't take too long for the customer also helps in reducing this number.

6.2.2.3. Customers

This report provides all kinds of details that enable you to keep track of customer retention which include

number of signups, activations by customer and revenue per account.

Under this following metrics are generated

•

Signups

Customers

Total Active Subscriptions

Total Active Paid Subscriptions

Average Revenue per Account

Average sale price

6.2.2.3.1. Signups

Number of customers who have signed up including the users who are in trial. Customers may or may not

switch to a paid plan. The number of signups gives you the number of people using your product.

Path: Dashboard> Metric> Customers > Signups

This metric is the most fundamental one to look into, before heading towards other measures like

revenue, churn, etc. An increase in this number over time, indicates the efficiency of your acquisition

sources, in getting a customer. If the customers value your products, then signups directly correlate to an

increased revenue.

It is calculateds by summing up all customers with the creation date during the selected period.

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6.2.2.3.2. Activation Customers

Path: Dashboard> Metric> Customers > Activation Customers

Number of customers who have paid for the product in the selected time frame that includes order over

zero dollars. If a customer have multiple subscription then number of customer still counted as one. An

increase in this number indicates fewer cancellations and better customer retention along with new

additions.

6.2.2.3.3. Total Active Subscription

Path: Dashboard> Metric> Customers > Total Active Subscription

This is the number of subscriptions in "active" state from free and paid plans as of the last day during the

period. This metric is the sum of all active subscriptions at the end of a period. This can be higher than

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the number of subscribers as some subscribers can have multiple subscriptions. This number combined

with Trial-to-Paid Conversion Rate gives an idea as to whether subscriptions move onto paid plans

quickly or stay in trial state for longer durations.

6.2.2.3.4. Total Active Paid Subscription

Path: Dashboard> Metric> Customers > Total Active Paid Subscription

This is the number of subscriptions in "active" state from paid plans as of the last day during the period. It

is the sum of all active subscriptions with a paying amount of over zero-dollars, at the end of a period.

An increase in this number indicates fewer subscriptions are cancelled and customers understand the

value the subscriptions provide. If this number is constant or declining, but that of Total Active

Subscription is growing, then it may be inferred that subscribers prefer the free plans more than the paid

ones.

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6.2.2.3.5. Average Revenue Per Account

Path: Dashboard> Metric> Customers > Average Revenue Per Account.

The Average Revenue Per Account (ARPA) metric reports the average MRR of active customers. An

active customer is one with a trial or paid subscription. If a customer has multiple subscriptions, these are

combined and counted as one account before the ARPA is calculated.

ARPA = The SUM of all your customers’ MRR / number of active customers

This metric gives a rough estimation of how much revenue you can expect to generate in an upcoming

period if the customers base is maintained. It can be coupled with the number of customers, to infer

whether you have few high paying customers or many low paying customers.

6.2.2.3.6. Average Sale Price

Path: Dashboard> Metric> Customers > Average Sale price

The Average Sale Price (ASP) metric reports the average MRR of new customers at the moment they

convert to a paid subscription account.

ASP = SUM of all New business MRR in a period / the number of new customers in the same

period

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This metric is useful for measuring how efficiently you are able to improve the new customer deals. It is to

be made sure that the customers get the value for the new plan, and don't churn or downgrade the plan

they purchased.

6.2.2.4. Churn

Churn is the number of subscribers/customers that stop paying for your product/service in the given

period of time.

Breaking down the churn patterns by plan might be useful to understand - is there is a specific product

plan that you offer that sees a higher churn. It gives good idea to revisit the plan's features and pricing.

Under this section metrics following report is generated:

•

Paid Subscription Churn

6.2.2.4.1. Paid Subscription Churn

Path: Dashboard> Metric> Churn > Paid Subscription churn

It is the sum of total number of paid subscriptions cancelled in a certain period of time. The metrics takes

sum of cancelled paid subscriptions during the period.

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If this number is high, it is important to understand the reason for the cancellations taking place. It could

be a voluntary churn wherein dissatisfied customers cancel their subscription due to lack of perceived

value, or, it could be involuntary churn wherein the customer's credit card expires and hence the

subscription gets cancelled. Breaking down the churn patterns by plan might be useful to understand - is

there is a specific product plan that you offer that sees a higher churn? If yes, then it may be a good idea

to revisit the plan's features and pricing.

6.2.2.5. Transactions

This report provides details of all transactions including paid transaction, failed transaction and Gross

Cash flow. It gives you an idea how effective is your payment gateway in collecting the charges and figure

out how often failure is happening. The reported provided under transaction give an insight how to plan

your payment process to improve the revenue.

Under this category following reports are generated

•

First time Successful

Successful payments

Failed transactions

Gross cashflow

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6.2.2.5.1.First Time Successful

Path: Dashboard> Metric> Transaction > First Time Successful

The first time successful payments metric captures the total number of transactions that have paid over

zero dollars, regardless of the payment method, and were successful on the first try. Payments towards

both subscription and non-subscription items are included.

The metric is based on sum of invoices with a paid amount over zero dollars that were successful on the

first try.

An increase in the number shows the efficiency of the cash collection methods, payment gateways. This

also indicates how smooth the overall process of a customer payment is made

6.2.2.5.2.Successful Payments

Path: Dashboard> Metric> Transaction >Successful Payments

The successful payments metric captures the total number of successful transactions that have paid over

zero dollars, regardless of the payment method. Payments towards both subscription and non-

subscription items are included.

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This metric is based on Sum of successful invoices with a paid amount over zero dollars.

An increase in the number shows the efficiency of the cash collection methods, payment gateways.

6.2.2.5.3.Failed Transactions

Path: Dashboard> Metric> Transaction > Failed Transactions

It is the number of payment failures caused when payments towards both subscription and non-

subscription and renewing a plan. All unsuccessful payments contribute to this metric, including multiple

failed payments by the same subscriber.

This can be analysed to understand which payment methods have high failure rates. It might be a good

idea to have multiple payment gateways in case one of them is down. An increase in this number may

lead to involuntary churns and revenue loss, as multiple failed retries for the same payment may even

lead the customer to cancel the purchase altogether.

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6.2.2.5.4.Gross Cashflow

Path: Dashboard> Metric> Transaction > Gross Cashflow

Gross is the amount of money your company earns from sales, while cash flow represents how much

money is flowing into and out of your company. This is the sum of recurring and non-recurring payments

received during the period. This includes all the successful transactions for subscriptions, one-time

payments. Refunds don't affect this metric.

Metrics is based on sum of revenues from recurring and non recurring invoices generated during the

period.

This number gives a rough estimate of the amount of money arriving in your bank account. Increase in

this number indicates the efficiency of the revenue collection methods. On the other hand, a decrease

may occur because of churns/downgrades by customers.

6.2.3. Data

Data section of dashboard provide you all list of data linked to customer, their orders and

subscription details in well detailed table format.

Under Data section there are three following tabs under which data are structured for your

view:

•

Customers

Orders

Subscriptions

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6.2.3.1. Customer

Customers are listed under this data tab. It shows the key feature of customer such as

Customer ID, Name, Customer Company name, country, Payment date, individual customer’s

MRR and ARR, Plans Talen and customer status in table format.

There are two status for a customer:

•

Active

– It means customer is actively subscribed to you and payment is done

successfully

•

Inactive – It means customer does not have any active subscription

It also show overview count of customers signed up to your business in various time period. This gives

you picture how far the customer base is developing over a period of time and assist you in planning your

business strategies

6.2.3.2. Orders

Orders made your customer is listed under this tab in tabular format with key feature such as

customer ID, Subscription ID, amount of the order, Billed country, billing frequency and its

payment status.

You are given filter apply on the table to pull out relevant data to be viewed based on period of order,

country from which order is placed, billing frequency and payment status.

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It also displays the count of such paid order given over selected period and applied filters

6.2.3.3. Subscriptions

Subscriptions under your company is listed under this data tab in tabular format. The table

provide you key features of a subscription such as Subscription ID, Customer ID, MRR

generated from that subscription, last updated and first billing date, billing frequency and

Trial started date (if the subscription is in try & buy ) and subscription status.

Following subscription status is displayed under subscription status:

•

Created

•

Upgraded

•

Downgraded

•

Paused

•

Pause Resumed

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•

Trial

There contains overview label showing the count of subscription under various status. This

gives you clear idea of how your business is progressing and plan out the future action to

improve your revenue and customer satisfaction

You are given filter apply on the table to pull out relevant data to be viewed based on time period, Billing

frequency and subscription status

Billing frequency listed under this data tab is of three type:

•

Monthly – Charged for every month

Annually – Charged every year

Onetime – Charged only once on purchase (this include non- recurring order and setup

fee)

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6.2.4. Dashboard Settings

Dashboard settings provides you configuring option to set the following:

•

Configuring Reports on Overview tab

•

Configuring base currency to report

Configure the data source

Configuring Reports on Overview tab

You can customize the metric that you like to display in overview page of your dashboard. Following steps

will guide you to customize the overview page

1. Go to Dashboard> Dashboard settings

2. Under General in sidebar Click Desktop

3. Select the report to be enable that you want to view on overview tab. A tick mark will be enabled

on clicking. You can disable the reports on overview just clicking on the tick marked metric.

Now the selected metric report will be displayed in overview page.

Configuring base currency to report

You can select the currency in which you want to view the report by configuring under

Dashboard settings.

1. Go to Dashboard > Dashboard Settings

2. Under General in Sidebar click Config

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3. Select the Base currency from the dropdown

Configure the data source

As a new user to our application, by default you can see the demo data displayed on the dashboard

metrics. This is provided to give better understanding of how the data runs the dashboard metrics. You

can change the data source from demo to your own data by configuring under dashboard setting.

Steps to configure the data source:

1. Go to Dashboard> Dashboard settings

2. Under General click Data Source

3. Select the preferred data source

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7.FAQ

7.1. Plans

1. What is a plan and how does it work?

2. How can I create a Plan?

3. What is a plan type?

4. Can I avail trial period under a free plan?

5. What is meant by billing interval?

6. What are the two types of billing period?

7. What is a trial period?

8. Can a trial period be turned to active status?

9. How can I change/edit a plan?

10. Can I delete a Plan?

7.2. Products

1. How can I add a new Product?

2. What are the characteristics of a product?

3. What is the delivery lead time?

4. What are the different types of product type?

5. When can I switch the shipping option to enable?

6. What are the types of billing type?

7. Is the billing in recurring type scheduled?

8. Is the billing in non-recurring type repetitive?

9. What are the types of Pricing model available?

10. Is it the same for both recurring and non-recurring?

11. Can I get the overview the Pricing distribution?

12. What Is Flat fee Pricing?

13. How can I create a product with a Flat Pricing?

14. How can I create a product with a Per unit Pricing?

15. How can I create a product with a volume Pricing?

16. How can I create a product with a tiered Pricing?

17. How can I create a product with a step staired Pricing?

18. Do I have to price as per the quantity in Flat Pricing?

19. How is a plan charged under per unit pricing?

20. How is a plan charged under volume pricing?

21. How is a plan charged under step staired pricing?

22. How is a plan charged under tiered pricing?

23. Can I change the Pricing plan of an existing product?

24. Is Setup cost compulsory for every product?

25. For how long the Set up cost is charged?

26. Will the customer be charged for Free product?

27. Can the customer use the Free product after it finishes its duration?

28. How To set up Try and buy to a product?

29. Can I setup a desired currency?

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7.3. Addons

1. What is an Addon?

2. Can It be purchased alone?

3. Is an addon same as a product?

4. Can I attach an addon to the product?

5. Can I add a Product to an addon?

6. How do I create an addon?

7. What are the different types of addon available.?

8. Can I bill for a non-recurring addon under volume pricing?

9. Can I edit an existing addon?

10. What are the attributes I can edit?

11. Is their set up cost in addon creation?

12. How is an addon charged under per unit pricing?

13. How is an Addon charged under volume pricing?

14. How is an addon charged under step staired pricing?

15. How is an addon charged under tiered pricing?

7.4. Coupons

1. What is a coupon?

2. Can a customer add his own coupon?

3. How do I create a Coupon?

4. Can I have same name for different coupons?

5. What are the attributes I can set under coupons?

6. What are the coupon types available?

7. What is a fixed amount coupons?

8. How does a fixed amount coupon work?

9. What is a percentage discount?

10. How does a percentage coupon work?

11. Is their any minimum cart value for the discount to be applied?

12. What is one time and forever applicability in coupons?

13. Can I apply coupon on a change order?

14. Is the discount applied on the set-up cost?

15. Where is the discount amount applied?

16. Is the coupon universal for the products?

17. Should a coupon be mapped to a product?

18. How to map a product to the coupon?

19. Can a single product be mapped to multiple discount coupons?

20. Can a single coupon be mapped to multiple products?

21. Where can I set the redemption limit?

22. How can I edit the redemption limit?

23. Is the redemption limit per user defined?

24. Can I delete a coupon?

7.5. Subscriptions

1. What is a subscription?

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2. How do I create a subscription

3. Editing a plan’s pricing and billing frequency

4. Can I change the trial end date for an existing trial subscription?

5. Change the next billing for subscriptions.

6. Can I change the plan of an existing subscription on behalf of customer?

7. What are the status of a subscription?

8. What do I understand from Transactions section?

9. Does every transaction history updated in this section?

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7.6. Settings and configuration

1.

How can I update my company profile details?

2.

How can I set the currency to my site?

3.

How Can I handle the actions when a subscription is paused?

How Can I handle the actions when a subscription is resumed?

How Can I handle the actions when a subscription is cancelled?

How can I enable unbilled charges?

4.

5.

6.

7.

How can I set unbilled charge actions for handing subscription changes?

How can I disable unbilled charges?

8.

9.

How can I set the takes for a region?

10.

11.

12.

13.

14.

15.

16.

17.

18.

19.

20.

21.

22.

23.

24.

25.

26.

27.

28.

29.

30.

31.

32.

33.

34.

35.

36.

How can I customize tax component?

What data will be cleared during retention?

How can select the customer details that must be cleared during retention.

How can configure the application to clear billing information during retention.

How can configure the application to clear shipping information during retention.

How can configure the application to clear customer contact details during retention.

How can configure the application to clear payment method information during retention.

How can configure the application to clear mail logs during retention.

How can clear I clear the subscription data once it is cancelled.

How can I upload company loNavigatemy emails, invoice and checkout page

How can customize the location of the logo?

How can customize the email template?

How I set the details that should be displayed on invoices, email and credit notes.

How can I add a signature to invoices, email and credit notes.

How Can I update/add invoice title?

How can I update/add invoice number format?

How can I set the invoice field details like status, billing period, date?

How can I set note to the invoice?

How can I set payment instruction to the invoice?

How can I Update/add Credit Note title?

How can I update/add credit note number format?

How can I set custom field to the credit notes ?

How can I set notes to credit notes ?

How can I set the quote fields such as Quote title, Quote number format, taxes and validity?

How can I set the notes to quote?

How can I set the payment instructions on the quote ?

How can I configure self –serve portal?

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37.

38.

39.

40.

How can I configure Checkout page?

How can I set account information fields in checkout page?

How can I set billing information fields in checkout page?

How can I set payment details fields that has to collected from the customer in checkout

process ?

41.

42.

43.

44.

45.

46.

47.

48.

49.

50.

51.

52.

53.

How I can I set API key?

What is API key?

What are the types of API key available to create in the application?

How can I add a team member?

What are the access that can be given to team member?

How can configure members to get notification on various events happening in the application?

Billing Automation

Subscription Management

Metrics and Analytics

Customer Support Software