- If you need to identify individual customers who purchased units of a plan, you can create parent-child accounts.
- Customers cannot purchase three instances of the same supplemental plan. Instead, customers can purchase multiple plan units of the same supplemental plan.
- If a customer registered for a free master plan on 4/1/15, then switched to a paid monthly master plan on 4/10/15, the customer’s new billing dates would be on the 10th of every month.*
This will happen only if you selected True for this system setting: Reset Bill Dates When Changing From Free To Non-Free Master Service Plan (under Configuration > Billing > Invoice Settings.)