Hi,
We have implemented a large website. Our membership area has 6 paid plans, 2 no cost plans and two complementary plans all with periodic membership. Payment is by Offline, Credit Card or Auto Renewal. Signup of users in both paid and no-cost registration is generally working well.

We have a number of questions:
Expiry Processing
Our plans have emails setup for awaiting payment, payment completed, renewal confirmation etc. Emails are triggered and delivered as these events occur. We also have an email setup for Plan Expiry. When a plan expires this “Expiry” email is not currently triggered. The plan shows as “expired” in CBSubs subscriptions. Question: What triggers the sending of the “Expiry” email? (Added: We now not that the plan show as "expired" on the actual date of expiry but the expiry email is not triggerred until the "grace period" ends, we can work with that.)

(Note: at present we have not set a downgrade strategy, we see that we can set a downgrade from one plan to another using the Plan > Integrations > CB Fields area or in Auto Actions but we have not done this yet.) What is the recommended approach?


Processing Membership renewal payments
If a Plan subscription is renewed via the website by the member with payment offline, the charge appears in the CBSubs > Basket area. On receipt of a payment by the Administrator it can be confirmed and an invoice is available.
Based on our previous system, many of our subscribers simply bank transfer an amount with their membership number to the Administrator. Currently the Administrator is going to the CBSubs > Subscriptions area and ticking the renew box. This works, the subscription is renewed and the email sent. However, we cannot see how an invoice is generated and made available to the member. Is an invoice available?


Is there some way this payment direct to our Administrator can be supported by the Subscriptions > Basket facility?


Registration of a Subscription by the Administrator
In some circumstances the Administrator needs to setup the user registration. For standard members this is being done by going to the website front end (while not logged on) and entering the registration details on the public registration page. This is simple and works well.
However, we have 2 plans that are not available to the public. Is there any way we can present the standard registration screen to the Administrator when she is logged on?


We would like to present all plans, including some not public, on the standard registration screen to the Administrator while logged on with restricted plans presented based on her ACL access. Is this possible?

Substitutions
We note that in the Plans area emails and also in the CBSubs Mailer there is the option of using substitutions. We note that the substitution [Password] or [password] is permitted (and works) in some cases and not others, what is the rule?


Regards, Robert