Add ons, coupons and wallets

One off charges, discounts and prepaid credits for subscription customers.

These pages are visible in All functions under Subscriptions.

Who can use this

1. Add ons
Click "New add on" and enter code, name, "Amount (net)", currency, tax code and description. Use "Apply to customer" to charge it: optionally enter a different amount and switch on "Invoice now" (otherwise it goes on the next subscription invoice). The Applied add ons table shows status Pending or Invoiced.
2. Coupons
Click "New coupon": code, name, type (Fixed amount or Percentage), amount or percent, Duration (Once, Recurring with a number of periods, Forever), Valid until, currency, "Reusable per customer" and Active. Use "Apply to customer". The Applied coupons table shows used amount, remaining periods and status; Terminate ends an assignment.
3. Wallets
Click "New wallet": customer, name, currency, "Value per credit", Valid until, Paid credits and Granted credits. On the wallet page use "Top up" (paid and granted credits, payment date, reference) or Close.

Coupon effect: Coupons appear as negative lines after the charges and never make an invoice negative. A fixed coupon used once is carried over until used up.
Paid credits: Money received. A top up is booked as a customer payment and applied to invoices like a prepayment, so VAT stays on the full amount.
Granted credits: A promotion without payment. They reduce the invoice like a discount.
Wallet transactions: Top up (paid), Granted (promotion), Consumed, Voided.
Close wallet: Granted credits expire. The paid remainder stays customer credit.

Subscriptions: create, change and cancel
Subscribe customers, change plans with proration and cancel.
Customer credit
Use or refund credit from overpayments and credit notes.