A subscription defines a dynamic, ongoing relationship between you and your customers.
Subscriptions allow you to:
Keep track of active plans.
Automate invoicing for individual users and companies.
Permit users to include usage-based expenses in an upcoming invoice.
Automate add-ons (recurring invoice items).
Grant and remove Kisi's door access.
Grant and remove SALTO KS door access.
Convert the main currency into the alternative on a regular basis.
You can also learn how to set up invoicing and payments in our YouTube video.
How to create a subscription?
Go to Locations > Community > select a user or a company. If it's a company, select the company manager.
Open the profile and locate the "Subscription" section, and press
Create.
Configure the subscription:
Plan — select a preliminary created plan from the drop-down list or type plan details from scratch.
Start — starting the day when the plan will come into effect.
Renewal — choose whether the plan repeats forever, for several cycles, or repeats never.
Create Add-on — add multiple itemized recurring charges.
Expiring credits — manage the amount of expiring credits.
Discounts — tap on the
>sign and set the discount percentage for the necessary app content.Pay with Invoice — tap on the
>sign to manage which services your users can buy with the invoice.Access — tap on the
>sign to grant access to a specific Kisi or SALTO KS group for as long as a plan is active.
3. After configuring the subscription click Create.
How subscriptions work:
The first invoice arrives with the plan start date. All future invoices are received automatically. If you want to send the invoice earlier, you can issue it on the Locations > Community > user/company profile > Invoices page.
Your users are self-sufficient and can view, and pay for their invoices on the Locations > Membership > Invoices page.
Administrators can always track the invoices paid and unpaid on Community > select user/company > Invoices page or with custom reports.