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Use these instructions when changing the rate of a subscription.
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| The RTC modification has been changed to act like a RAT modification. You can now change the rate, delivery code and override the postage amount with this modification. |
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These instructions require you to have a control group open. For more on control groups, go here. |
How to Change the Rate of a Subscription
- From the Customer Service ribbon, navigate to Customer Activity
- Select the subscription you want to update and select Subscription Modification
The Choose Modification Operation box will appear, enter RAT for Rate/ Term/ Postage change and click OK
The Rate/Term/Postage Change Modification dialog box will appear, click Next
Adjust the Rate and click OK
Select one of the following options...
Expand title If adjusting the rate lower... - After adjusting the rate lower, click OK
- The Rate Decrease Apply-to dialog box will appear. The system wants to know what to do with the credit. If the customer has already paid for the subscription, the Apply To Order # will default to REFUND. If the credit should be moved to another invoice, enter the invoice number number. If the customer has not already paid for the subscription, the original order number will fill in.
- Click OK
- The Order Recap Display will appear, click Close
Expand title If adjusting the rate higher... - After adjusting the rate higher, click OK
The payments dialog box will appear:
Info The Amount will fill in automatically with the difference the customer is going to be charged. Clicking Add Card will open up the secure payment entry dialog box, complete the following:
Card Type Select the card type from the list. Card Number Enter the card number. Expire Month Enter the card's expiration month. Expire Year Enter the card's expiration year. Security Code Enter the card's security (CVV) code. Save Card Choose whether to add the card to keep on file for future payments: Yes - Will keep the card on file for future purposes
No - Will not keep a record of the card being used for the current purchase.
Multiexcerpt MultiExcerptName space Click Confirm
- Click OK
- The Order Recap Display will appear, click Close