How to start a subscription ?

Context

For a customer to access your service and, most importantly, for you to correctly invoice them, they must subscribe to a subscription through ProAbono.
If, as we recommend, you have integrated our hosted pages, the customer can subscribe autonomously (self-service) by selecting the desired offer from the offer grid.

If, for any reason, the customer cannot subscribe autonomously, or if you need to carry out the subscription process from the back office, you can do so by following these steps:

Create a subscription
Choose the start options

Procedure

1. Access the creation form

Click on “Subscribers” from the left menu.
Click on the “+” button and then on “New Subscription”

2. Fill in the information

Choose which customer subscribes to the subscription.
Choose the offer that this customer wants to subscribe to.

3. Choose the start options

The start of a subscription involves choosing who validates the subscription and when the subscription should start**.**

3-1 Who validates the subscription

You can choose to do it on behalf of your customer :

Or send them a subscription link.

3-2 When should the start be effective?

By default, the subscription will start automatically upon subscription.

Immediately if you (as an agent) are performing the action.
When your customer completes the subscription form if you send them a link.

3-bis) Choose billing options

By default, billing is triggered on the start date of the subscription.
However, if an agent starts the subscription, they can choose to defer billing. All fees related to the subscription will then be placed in the balance of the customer and will be billed later.

4. Validate the form

Simply click on “Save” to apply your changes.