#Boxofcaregc

1 messages · Page 1 of 1 (latest)

mossy swallowBOT
junior kestrel
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Hi there

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You basically want to use a trial period to move the billing cycle anchor here

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When do you want to charge your customers next?

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You said: April 30th and the last day of the month going forward

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You can test this out in test mode first using a test clock to ensure it behaves exactly as you want

fallen rock
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So I would need to go into coding?

junior kestrel
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Well you can do this in your Dashboard if you want. You will see there is a button in your Dashboard to "Add free trial" when you go to update a Subscription

fallen rock
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Do I go directly into the Customer account to see that

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?

junior kestrel
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Yeah you can go to the Customer Page and then click the 3 little dots next to the Subscription on the right side to get the dropdown for "Update subscription"

fallen rock
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Ok I've done that

junior kestrel
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K then you can set a trial until when you want to charge again

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I'd recommend doing this in test mode first though

fallen rock
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Oh ok. That helps. How do I do it in test mode?

junior kestrel
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There is a little toggle in the top right of your Dashboard to flip to test mode

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Then you can simulate creating a Customer and Subsription

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And updating it

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And make sure it does what you want

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If you use a Test Clock then you can advance time as well

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It shows you how to do this in the Dashboard

fallen rock
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Just want to make sure I am clear, so when I change the free trial day to the end of the month, it will bill that next time and monthly from that date?

junior kestrel
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That's correct. But the best way to be 100% sure is to simulate exactly what you plan to do in test mode first!

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Since you can't "go back" once you change something in live mode

fallen rock
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Ah ok. But even making that change, I wouldn't know it worked until that date?

junior kestrel
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Overall yes, but in the Dashboard you will also see an indicator of when the next Invoice will be created

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That will update once you set a trial

fallen rock
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Ok that makes sense

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Trying that now

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My customers aren't carrying over to Test Mode

junior kestrel
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Correct. You would need to create a fake one

fallen rock
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Ah ok

fallen rock
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I think that got it. Thanks for the help