Financial

The Financial tab contains four sub-tabs.

1. Adjust Days

2. Fiscal Activity

3. Fees

4. Vacation Credits

Adjust Days

• The Adjust Days sub-tab shows the history of expiration dates for this subscription, along with the reasons why the dates were changed. Starts, stops, payments, refunds, expire changes, and complaints are all examples of transactions that can adjust the expiration date. These changes are known as adjustment days. Details about an adjustment, such as taxes, tips, and bonus day premium amounts, can be displayed by clicking the plus icon to the left of a transaction.

Fiscal Activity

• On the Fiscal Activity sub-tab, you can view all of the invoice activity (revenue and grace-owed records) for this subscriber in a specified date range. You can click on a record to see details in the Fiscal Activity Details section of the tab.

Fees

1. The Fees sub-tab displays the status of the fees associated with this subscription. Refer New Start | Fees.

   

   • The following table describes the fields on this sub-tab.

     Field	What it means
     Fee Type	Indicates the type of fee, whether Activation, Printed Statement, or Other.
     Fee Code	Name of the fee
     Description	Details of the Fee Code
     Fee Date	The date when the fee was applied
     Amount	The fee that was charged
     Remaining Amount	The amount that is still yet to be paid
     Status	Indicates the current status of the fee, whether Paid, Waived, Written Off, or Unpaid
     Reason	Indicates the reason for the status of the fee. This only applies to Waived and Written Off statuses.
     Date	The date the fee was waived or written off.

2. Below are the options available under Fees sub-tab:

   • Show All Fees—When you click the button, the fees with all statuses will be displayed. By default, only fees with an unpaid status will appear.

     
   • Show Only Unpaid Fees—When you click the Show All Fees button, it will change to Show Only Unpaid Fees. Click the button to view only the unpaid fees.

     
   • Write Off Selected Fee—Fees can only be written off for an unpaid fee if the subscription has a processed start transaction.

     1. Select the fee to be written off from the table and click the "Write Off Selected Fee" button.

     2. Select a Source (optional) and a Write Off Reason from the respective drop-down menus, then click OK.

        
     3. After a fee is written off, the status of the fee is reflected as written off on the fee tab. In addition, a FeeWriteOff transaction will be displayed in the transaction window.

        

     Note: This is applicable to both Activation and Printed Bill Fees.

   • Printed Bill Fee—To opt out of the Printed Bill fees, click this button.

     1. Click the Modify button.

        
     2. Select the "Opt out of Printed Bill Fee" checkbox and then choose the "Opt out Reason" from the drop-down menu.

     3. Click OK.

3. Processing a payment towards Fees:

   • When processing a payment, the payment for Fees will be made only after the Grace Amount, if any, has been applied.

   • If the payment is entirely applied to the Fees, the status will be shown as Paid.

     
   • Or else, the status will remain Unpaid, and the remaining amount to be paid will be shown in the table's Remaining Amount column.

     

Vacation Credits

1. Subscribers who do not want to get the vacation credit can update the details in this sub-tab.

2. This sub-tab will be enabled only if the Business Rule—Can subscribers opt out of vacation credit rules? (General section) has been set to Yes.

3. Select Modify.

   

   1. Select the "Opt Out Of Vacation Credit Rules" checkbox and enter the Remarks (optional). Click Submit.

      
   2. A Note transaction is created as a record of this activity when a subscriber opts out of vacation credit rules or opts back in to vacation credit rules. The Note transaction will appear on the Transactions tab.

      
   3. To delete or modify the transaction's details, click either the Delete or Modify buttons at the bottom of the Note transaction.

      

Note: When creating a TempStop for a subscriber who has opted out of vacation credits, all days will be credited to the subscriber's account once the subscription is restarted.