Clicking on the Subscriptions link in the top navigation will take you to the Subscriptions page showing all converted leads as active subscriptions. The Subscriptions page shows all subscriptions as we expect them to bill at the beginning of the next month's Payments process. This means all billing is managed a month AFTER conversion and/or monthly subscription term, giving you time to make any required edits prior to the billing cycle.
The Subscriptions page shows data based on the filters located at the top of the page:
Search: Allows you to search on any value within any column. If you input data here, the search query will only show results containing exactly what you wrote.
Month: Allows you to pick a specific month and year to see the Referrals submitted within that specific month.
Type: There are 2 options, the default selected is All
All: Shows all referrals new this month and ongoing subscriptions that started in previous months.
New: Shows only new subscriptions that were converted in the month being viewed based on the Month filter.
Each row of data represents 1 trigger per product. This means if your product has 2 or more active triggers for multiple commission payouts you will see 2 or more rows per subscriber.
Within the data columns for the Subscriptions page, you can review the following pieces of information about each subscription.
ID: Internal reference number you can share with the Restaurant Heros support department if needed to help identify the subscription in question.
Referral Summary: Shows you the customer's name, customers email address, and the referral ID they were converted from.
Date Converted: The date the lead was converted to an active subscription
Summary: A brief explanation of this rows commission to the licensees based on the trigger applied at the time of customer conversion
Amount Due: The amount that will post the following month when
Product: This will show you which product this subscription is for.
The Total for Month located below the data column will always show the total for all subscriptions within the MONTH filter currently in use regardless of other filters applied to limit the amount of data in columns.
Below the data columns, in the lower left, you can use the #/page dropdown to change the number of referrals shown within the data columns at one time. You can select from 10, 25, 50, & 100.
Below the data columns, in the lower right, you can use the page change arrows to locate more referrals if there are more than can fit in the current data column set.
Exporting Subscriptions
Below the data columns, in the lower left, you can use the [Copy] or the [CSV] buttons to get a copy of all subscriptions for the current month as defined by the MONTH filter at the top of the page.
Copy: Will copy the subscriptions to your PC/Device clipboard, allowing you to paste the data into another program, such as notepad.
CSV: Initiates a download of the subscriptions in a CSV file to be later opened in a supporting program, such as Microsoft Excel.