View details of single version subscriptions

Customer Account

Click the customer account name to view more details about the subscription owner account.

Invoice Owner

Click the invoice owner name of the subscription to view more details about the invoice owner account. 

Subscription Period

Displays the subscription period indicated through the subscription start and end dates.

Current Term

Displays the current term indicated through the term start and end dates.

Auto renew on or off indicates whether the subscription is automatically renewed after the current term.

Net MRR

Displays net Monthly Recurring Revenue (MRR). For MRR types, see Monthly Recurring Revenue.

Click the Mrr Trending link to monitor the subscription lifecycle and MRR trending.

Net TCV

Displays net Total Contract Value (TCV), see Order Metrics.

Billing Period

Displays the billing period. 

Sub Total

Displays the total amount of the invoice.

Discount

Displays the discount applied.

Total

Displays the net amount of the invoice. 

Invoice Separately

Displays whether to create independent invoices per subscription.

Notes

Displays commentary for the subscription.

Quote Number

Displays the unique identifier of the Quote.

Quote Type

Displays the Quote type that represents the subscription lifecycle stage, such as New, Amendment, Renew, or Cancel.

Quote Business Type

Displays the specific identifier for the type of business transaction the Quote represents, such as New, Upsell, Downsell, Renewal, or Churn.

Opportunity Name

Displays the unique identifier of the Opportunity.

Opportunity Close Date

Displays the closing date of the Opportunity.

Plan

You can perform the following steps:

• Click the charge model link to view the plan details displayed in the right panel.
• Hover the product name to view the product summary or directly click the name to view product details. 

Charge Name

Click one of the following to view details:

• Product rate plan charge name: If clicked, a right panel displays. You can switch between the following tabs to view the corresponding charge details. 
  • Basic Information
  • Charge Amount
  • Timing & Frequency
  • Finance

    The charge details vary based on the charge model and types. For general explanations of the charge information, see View charge details.

    For recurring charges, the Price Change On Subscription Renewal field is not editable if the subscription is canceled or expired.

• History icon: Click this icon to view charge segments of the charge

Type/Model

Displays the charge type and charge model. 

Quantity

Displays the quantity for the charge. 

The value is always 1 for the Delivery Pricing charges. If all charges under a rate plan are the Delivery Pricing charges, this field is not available.

Price

Charge price, for example, unit price.

Start - End

Start and end dates of displayed charge segments. 

• If Latest Pricing is selected, this field indicates the period between the start date and the end date of the latest charge segment.
• If As of Today is selected, this field indicates the period between the start date of the first charge segment and the end date of the latest charge segment. 

Invoice Number

Displays the unique identifier for the invoice. For example, INV00000001.

Invoice Date

Displays the invoice date. 

Due Date

Displays the invoice due date.

Amount

Displays the net amount of the invoice.

Balance

Displays the invoice balance. 

Status

Displays whether the invoice is in a draft, posted, or canceled status.

Memo Number

Displays the unique identifier for the credit memo. For example, CM00000001.

Invoice

Displays the invoice number to which the credit memo applies. 

Amount

Displays the credit amount for the invoice.

Unapplied Amount

Displays the unapplied payment amount. 

Transaction Date

Displays the transaction date. 

Status

Displays the status of the credit memo. The available status is draft, generating, error, posted, canceled, cancel in progress, or pending for tax.

Debit Memo Number

Displays the unique identifier for the debit memo. For example, DM00000007.

Invoice

Displays the invoice number to which the debit memo applies.

Amount

Displays the debit amount for the invoice.

Balance

Displays the debit memo balance. 

Debit Memo Date

Displays the date when this memo is created. If the credit memo is created by bill runs, the memo date is the invoice date.

Status

Displays the status of the debit memo. The available status is draft, generating, error, posted, canceled, cancel in progress, or pending for tax.

Item Name

Displays the name of the order line item.

Order

Displays the order number containing the order line item.

Line Category

Displays whether the category of the order line item is Sales or Return.

Item state

Displays item state. The possible value is Executing, Booked, Sent To Billing, Complete orCanceled.

Quantity

Displays the quantity of the items to be purchased or returned depending on whether the Line Category is Sales or Return.

Amount

Displays the charge amount calculated by multiplying the Quantity and Amount Per Unit values of the order line item.