Subscription Settings
Overview
Subscription Settings – Business Overview
Subscription Settings is a foundational configuration document that defines how subscription-based activities are handled across Dafater. It acts as a central control point to ensure all recurring billing, customer subscriptions, and related financial processes follow consistent business rules.
Purpose in Business Operations
Subscription Settings is used to establish the default rules and preferences for managing subscriptions. It helps the business standardize how subscription income is recognized, how recurring charges are managed, and how subscription-related transactions are treated in daily operations.
By setting these rules once, the business ensures accuracy, consistency, and compliance across all subscription customers.
Prerequisites and Setup Requirements
Before using Subscription Settings, the business should have:
- A clear subscription business model (monthly, quarterly, or annual subscriptions)
- Defined revenue and accounting policies for recurring income
- Subscription products or services already identified in Dafater
- Agreement among finance and operations teams on how subscriptions should be managed
These prerequisites ensure the settings align with real business needs and financial policies.
Typical Workflow and Business Fit
Initial Configuration
Subscription Settings is configured during system setup or before launching subscription services.Operational Use
Once saved, these settings automatically guide how subscriptions are created, billed, and accounted for across the system.Ongoing Review
As the business evolves—such as introducing new pricing models or changing accounting policies—Subscription Settings can be reviewed and updated to stay aligned with business strategy.
This document works quietly in the background, supporting daily subscription operations without requiring repeated manual decisions.
Key Business Scenarios Where It Is Essential
Recurring Revenue Businesses
Essential for companies offering memberships, service plans, or recurring service contracts.Financial Consistency and Compliance
Helps ensure subscription income is handled uniformly and aligns with internal accounting rules.Scaling Subscription Operations
As subscription volume grows, consistent settings prevent errors and reduce operational effort.Cross-Team Alignment
Ensures sales, finance, and customer service teams all operate under the same subscription rules.
Important Considerations for Users
- Changes to Subscription Settings can impact all active and future subscriptions, so updates should be made carefully.
- Settings should reflect current financial policies and business strategy.
- Periodic review is recommended, especially after pricing changes or business model updates.
- Only authorized users should manage this document, as it influences system-wide behavior.
In summary, Subscription Settings is a critical business control document that ensures subscription operations in Dafater are consistent, predictable, and aligned with the company’s financial and operational goals.
Basic Information
- Module: Accounts
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| grace_period | Grace Period | Int | - | Number of days allowed before subscription actions apply in Dafater | |
| cancelaftergrace | Cancel Subscription After Grace Period | Check | - | Automatically cancel subscription in Dafater after grace period expires | |
| prorate | Prorate | Check | - | Enable prorated billing adjustments for subscription changes in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts User | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ |