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Understand a subscription

For:Administrator

A subscription represents the donor’s recurring commitment. The associated payments show what has been collected, rejected, refunded, or is still pending.

Subscription and payments​

The subscription details include the contact information, amount and currency, payment method, platform, reason for payment, and any possible duration or amount limits.

Each deadline results in a corresponding payment. This payment has its own status, and if the conditions are met, its receipt as well. You can find these transactions in Payments.

For example, a commitment of 50 € per month for 12 months can result in twelve payments of 50 €. The subscription describes the commitment; only payments actually confirmed show that money has been collected. A scheduled installment or a submitted bank order is not sufficient.

Who manages the automatic payments?​

Subscription managed by Unisoft​

Unisoft automatically checks the monthly deadlines. You don’t need to initiate each payment. The processing takes into account already-approved payments, commitment limits, pauses, and incidents.

A withdrawal that has already been sent to the bank is still awaiting a response: Unisoft does not initiate a new installment during this waiting period. The duration depends on the platform and the payment method.

In the event of failure, another attempt may be scheduled depending on the reason. An unusable mandate or a Disputed direct debit may require immediate intervention. Do not determine the deadline or number of attempts based on a simple counter: consult the record and the reason.

Subscription managed by a platform​

Certain subscriptions, particularly those imported from Stripe Billing or managed by Nedarim, follow the schedule of their respective platforms. Unisoft consolidates the incoming payments; its actions for pausing, resuming, and canceling may differ from the local process. Use the actions provided in the details page and check the situation on the platform if necessary.

Reading dates and statuses​

The seven tabs are In progress, Last payment, Payment failed, Manual intervention, Expired card, Paused and Completed. They are used to identify the current status; open the details to find out what action can be taken.

Distinguish the next installment, the final scheduled installment of a fixed-term commitment, and the last payment actually collected. A date may be unknown for a subscription managed elsewhere. Understanding the statuses explains these differences.]

Payment methods and frequency​

Depending on the activated platforms, the donor uses a credit card or direct debit order. The schedules created in Unisoft are monthly. For quarterly or annual needs, check the possibilities with support before presenting a calendar to the donor.

A series of checks or a standing order set up with a bank is not a withdrawal managed by Unisoft: record or import the payments received into Payments.

Going further​