Services

A Fleio service is created when an end-user or a staff user orders a product. During the order, the user selects the product, cycle and configurable options.

Depending on product, on whether the order is paid and on staff actions a service may be in one of the following statuses:

• Pending - usually a service has this status after an order, but before activation

• Active - service is active and client has access to all associated resources - associated resources were created during the activation process

• Suspended - service is suspended and associated resources may be suspended

• Terminated - service is terminated and usually all associated resources are deleted

• Canceled - service is canceled - this can happen due to a cancellation request from client or via staff action - all associated resources for a canceled service will be deleted

• Fraud - the fraud check module (e.g. Maxmind) has mark the order and the ordered services as “Fraud”

A client is charged for services having the status Active or Suspended.

Service upgrade/downgrade

A service upgrade or downgrade is an order to change one or more of the following:

• product

• billing cycle

• configurable option(s)

An Active service which does not have any unpaid upgrade/downgrade invoice, may be upgraded or downgraded to one of the products selected on the Upgrades tab from the product details page.

based on product settings and under the condition .

On a service upgrade/downgrade, Fleio performs the following process:

Note

Dates are on the TIME_ZONE setting.

An “upgrade” is a service change (of the product, cycle or configurable options) where the new total service cost is greater than the previous cost.

A “downgrade” is a service change (of the product, cycle or configurable options) where the new total service cost is lower than the previous cost.

• Refund amount is calculated as pro rata value of the remaining unused period of the current billing cycle.

• The currently in-progress billing cycle is ended.

• For an upgrade, the new billing cycle is created with start date “today at midnight”.

• For a downgrade, the new billing cycle is created with start date “today at midnight”.

• If the billing cycle was not changed, the new billing cycle end date is the same one of the original cycle. If the cycle was changed, the new end date will be in chosen number of days/months/years calculated from the start date of the initial cycle.

• The new cost is calculated pro rata and based on the ordered changes, including product and configurable options setup fees.

• Setup fee is included in new cost and/or in the refund amount based on the following rules:

  • If the product is changed, the new product cycle and configurable options Setup fee-s are included in the new cost in full.

  • If it’s the same product and the new billing cycle is longer, the new product and configurable option(s) Setup fee-s minus initial Setup fee-s are included in the new cost if this is a positive amount.

  • If it’s the same product and the new billing cycle is shorter, the Setup fee is ignored.

  • If a configurable option value or cycle is changed, the new config. option Setup fee minus initial config. option Setup fee is included in the new cost if this is a positive amount.

• The upgrade/downgrade amount due is calculated as new cost minus refund amount, then:

  • if amount due is greater than zero an invoice is issued and upgrade will be performed after the invoice is paid.

  • if amount due is less than zero and product field Credit on downgrade is checked, amount due is credited to the client. If product Credit on downgrade field is not checked, the client loses this amount.

For a pre-paid service, the upgrade/downgrade process is triggered when the invoice is paid or when order is placed if there is no amount due.

A post-paid service upgrade/downgrade is executed on the next process clients task run after the associated invoice is paid or if there is no amount due.