Bulk Updates for Subscription Pricing, Billing Intervals, and Status

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Attention

• The Bulk Updates feature is currently in Beta, and its setup and customisation may change over time. Use caution when making changes, as future updates may affect its functionality.
• To update specific billing terms, configure segment parameters correctly to filter the billing cycle. Currently, selecting a billing term in the bulk update window applies changes to all products unless properly filtered.
• All changes made through Bulk Update are recorded in the activity log for each contract product.

Bulk updates let you quickly modify prices, billing intervals, subscription statuses, and more across contract product categories, filters, and segments.

To set up a bulk update:

1. Go to Products & Services > Subscriptions Overview.
2. Apply filters.
3. Choose Bulk Update from the menu.

This guide will show you how to create a segment and apply bulk updates to contract products.

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Watch the YouTube tutorial on Bulk Updates for subscription pricing, billing, and status.

Creating a segment

1. Go to Product & Services > Subscriptions.
2. Find Subscription Segments and click Add.

3. Enter a segment name and set filters (e.g., product, billing term, status).
4. Click Create.

Applying bulk updates

For price changes

1. Open the segment.
2. Click the three dots and select Bulk Update.

3. Enter new pricing (fixed or percentage), adjust billing intervals, or update status.
4. Click Create to apply.

For interval or status changes

1. Open the segment.
2. Click the three dots and select Bulk Update.
3. Choose interval or status and enter new values.
4. Click Create.

Viewing bulk update history

1. Go to Product & Services > Bulk Updates.
2. Review all past and current bulk updates, including those in progress.