How to: Work with Subscription Confirmations

In this article

To send notification to the customer

To confirm the subscription confirmation

To create a customer order from subscription confirmation

After the subscription agreement has been created and enabled (see How to: Create Subscription Agreements), a subscription confirmation is created.

The confirmation is accessible from the Subscription Confirmations page. When a subscription confirmation has been created, you can:

  • Send notification to the customer.
  • Confirm the subscription confirmation.
  • Create a customer order.

To send notification to the customer

  1. Click the icon, enter Subscription Confirmations, and select the relevant link.
  2. Select the subscription you want to send a notification to.
  3. Click the Functions action, and then click Send Notification. A message box appears stating that the notification has been sent.

To confirm the subscription confirmation

Right after a subscription confirmation is created, the line's Confirmation Status is Waiting Confirmation.

You can confirm the subscription before you send the notification and before you create the customer order:

  1. Click Functions - Confirm.
  2. The value in the Confirmation Statusfield changes to Confirmed, a confirmed date is added as well as the name of the user that confirmed the line.

To create a customer order from subscription confirmation

You can create a customer order after the subscription confirmation has been confirmed, or you can create the order beforehand.

If you click the Create Order action under Functions, before you click the Confirm action, the line is automatically confirmed when the order is created.

  1. Select the line that a customer order should be created from.
  2. Click the Create Order action.