silverry_best-practices | Stripe Developers | Page 1

strong swanBOT Jul 22, 2024, 3:22 AM

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severe prismBOT Jul 22, 2024, 3:22 AM

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Below are links to other discussions we've had with you in the past week in case you want to review that information. If your question is related to one of these previous discussions, please provide a comprehensive summary of the current state and what you need help with now. We help many users simultaneously, so a summary allows us to resolve your issue as soon as possible.

silverry_best-practices, 4 days ago, 10 messages

grand magnet Jul 22, 2024, 3:24 AM

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Could you share the example subscription ID (sub_xxx) for the scenario you described?

spiral inlet Jul 22, 2024, 3:27 AM

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sub_1PebvQRsobVb1TR4gHfAGpsf

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Please help me take a look at how to solve this problem, thank you.

grand magnet Jul 22, 2024, 3:35 AM

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In https://dashboard.stripe.com/test/subscriptions/sub_1PebvQRsobVb1TR4gHfAGpsf, the subscription was downgraded to monthly plan, then upgraded to the yearly plan again around the same time. I don't see where the subscription was only downgraded to monthly plan after the yearly plan was expired.

Customer portal doesn't support downgrading/upgrading the plan after the current plan ends. Any change on the plan will take effect immediately.

Stripe Login | Sign in to the Stripe Dashboard

Sign in to the Stripe Dashboard to manage business payments and operations in your account. Manage payments and refunds, respond to disputes and more.

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The only way to change the plan after the current plan ends is to use Subscription Schedule API (can't be done via Customer Portal). Here's the guide on how this can be done: https://docs.stripe.com/billing/subscriptions/subscription-schedules/use-cases#changing-subscriptions

Subscription schedules use cases

Learn how to use subscription schedules.

strong swanBOT Jul 22, 2024, 3:54 AM

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spiral inlet Jul 22, 2024, 3:59 AM

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thank you,confirm one thing, so the current Customer Portal supports subscription changes that are only immediate, right？

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So what is this option used for?

acoustic scaffold Jul 22, 2024, 4:05 AM

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Hi @spiral inlet I'm taking over this thread. Give me a sec to catch up

spiral inlet Jul 22, 2024, 4:05 AM

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thank you

acoustic scaffold Jul 22, 2024, 4:06 AM

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Yes the subscription update through billing portal is immediate.

spiral inlet Jul 22, 2024, 4:07 AM

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so Will the money for the previous plan be refunded after the plan change?

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If it's a cancellation, it can wait until the end of the plan to cancel, but if it's a change, it can only take effect immediately?

acoustic scaffold Jul 22, 2024, 4:13 AM

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You mean cancellation through billing portal? in that case cancellation will only take place at the end of the current billing cycle.

spiral inlet Jul 22, 2024, 4:14 AM

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thansk.so if a user change the plan,will the money for the previous plan be refunded after the plan change?

acoustic scaffold Jul 22, 2024, 4:16 AM

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No, the fund will be added to the customer's credit balances and used for the next invoice.

spiral inlet Jul 22, 2024, 4:17 AM

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How is the refund calculated? For example, if I paid for a monthly plan at $100 and changed my plan to a $10 monthly plan on the 10th day, is it a full refund or what?

acoustic scaffold Jul 22, 2024, 4:18 AM

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https://docs.stripe.com/billing/subscriptions/upgrade-downgrade#credits-for-downgrades

Upgrade and downgrade subscriptions

Learn how to upgrade and downgrade subscriptions by changing the price.

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It'll be prorated, see https://docs.stripe.com/billing/subscriptions/prorations

Prorations

Use Stripe Billing to manage how your customers are charged for partial use of their subscriptions.

spiral inlet Jul 22, 2024, 4:24 AM

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acoustic scaffold No, the fund will be added to the customer's credit balances and used for the ne...

so the fund could only be used for my saas or can be used for other saas?

acoustic scaffold Jul 22, 2024, 4:26 AM

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Are you asking if your customer can use their creidt balance to pay invoices generated from other Stripe accounts?

spiral inlet Jul 22, 2024, 4:28 AM

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Yes, for example, if my product is A and a user receives a $100 refund from me, is that $100 only usable for payments within product A, or can it be used freely (such as subscribing to product B)?

acoustic scaffold Jul 22, 2024, 4:29 AM

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Are product A and product B created in your Stripe account?

spiral inlet Jul 22, 2024, 4:31 AM

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No, I developed SaaS-A, and other developers developed SaaS-B.

acoustic scaffold Jul 22, 2024, 4:31 AM

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Ok, no they can only use the credit balances on invoices created in your account.

spiral inlet Jul 22, 2024, 4:35 AM

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So let me confirm this: if I continue to use the Customer Portal, and a user subscribes to product-A for $100 on a monthly basis in my SaaS product and then changes to product-B which is $30 after ten days, they will receive a prorated refund, for example, $60, based on the ratio (which I define according to the rules in the documentation you sent). Is it correct that this $60 refund can only be used within my SaaS product?

acoustic scaffold Jul 22, 2024, 4:38 AM

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Yes

spiral inlet Jul 22, 2024, 4:40 AM

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The ratio mentioned above is it only based on time, or can it be based on other factors (such as the remaining number of tokens)? Which documentation should I refer to for development?

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or if product-B comes with 300 credits and product-A only has 100 credits, when a user subscribes and uses up all the tokens and then downgrades to product-A, they would receive a refund? Essentially getting the use of 200 credits for free?

acoustic scaffold Jul 22, 2024, 5:05 AM

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No, usage based billing isn't subject to proration.

spiral inlet Jul 22, 2024, 5:09 AM

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If I do not set it to be prorated, will the user still receive a refund when changing plans?

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like this

acoustic scaffold Jul 22, 2024, 5:14 AM

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No, just to clarify. The funds will be returned to customer's credit balances, not refund.

spiral inlet Jul 22, 2024, 5:16 AM

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Could you please explain the difference between these two concepts?

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credit balances and refund？

acoustic scaffold Jul 22, 2024, 5:24 AM

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Credit balances are funds that you can use to offset the future invoice generated for the same customer. They can't be transferred back to customer's original payment method. You can read more here https://docs.stripe.com/billing/customer/balance

Refunds are sent back to the customer's original payment method (i.e., card, bank account) https://docs.stripe.com/refunds#refund-requests

spiral inlet Jul 22, 2024, 5:53 AM

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If he changes his plan, will his payment cycle change? For example, if he subscribes on the 1st and changes the plan on the 10th, will the next payment date be on the 1st or the 10th?

acoustic scaffold Jul 22, 2024, 6:02 AM

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It depends. If the the new price's billing interval remains the same, the billing cycle anchor remains the same unless you change (https://docs.stripe.com/api/subscriptions/update?event_types-invoice.payment_succeeded=#update_subscription-billing_cycle_anchor) it to now

Update a subscription | Stripe API Reference

Complete reference documentation for the Stripe API. Includes code snippets and examples for our Python, Java, PHP, Node.js, Go, Ruby, and .NET libraries.

spiral inlet Jul 22, 2024, 6:11 AM

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Thank you very much for your help, I am extremely grateful.

#silverry_best-practices