Overview:
This document illustrates the steps on how to manage Subscriptions in Xvantage.
Table of Contents:
View All Subscriptions
Search in for specific subscription
View details for a specific subscription
Export Subscriptions
Subtopic 1: View All Subscriptions
Process:
Log in to Xvantage.
Hover over the left navigation menu and click on My business.
Choose Subscriptions.
Browse every subscription available by status such as:
Active
Pending
Expire within 7/30/60/90 days
Auto-renew within 30/60/90 days
Trial
All
Use the All Filter button on the right to filter by Status and Payment Method.
Browse every subscription available including information to sort by:
End customer
Subscription
Reseller PO
Term/Billing Period
Start date
End date
Status
Subtopic 2: Search in for specific subscription
Process:
From the Subscriptions page select searching criteria from All dropdown menu (e.g. Subscription ID, End customer ID, Reseller PO).
Subtopic 3: View details for a specific subscription
Process:
From the Subscriptions page browse the list of subscriptions and choose the one you need.
Click the subscription number (hyperlink) in the Subscription column to open the record.
Access data such as Profit, Revenue per month, Margin and Cost.
Navigate through the available tabs such as the History, Billing or Customer details for more information.
Use the Search box to search for a plan & options.
Subtopic 4: Export Subscriptions
Process:
From the Subscriptions page click Export button on the right side of the screen.
An Excel file will be downloaded to your device.