How to edit Data Settings on ChartMogul

1)

Welcome!

In this Guide, we will learn how to edit Data Settings on ChartMogul

2)

Click on gear icon

3)

Click on "Data settings"

4)

Select "Timezone" from here

5)

Choose, when do you want your week to start

6)

Select "Currency"

7)

Set a "Default Customer name"

8)

Click on "Save changes"

9)

Click on "Subscription Analytics"

10)

Select "Churn rate formula"

11)

Select "Churn recognition"

12)

Select customer handling strategy for customers who have been paying so far, and now moving to a free plan

13)

Select a strategy for handling delinquent subscriptions

14)

Choose how you want to handle refunds

15)

Enable/Disable Smart grouping

16)

Click on "Save changes"

17)

Click on "Revenue Recognition"

18)

Choose "Revenue recognition startegy"

19)

Choose "Revenue recognition timing"

20)

Click on "Save changes"