#phil_multi-product-in-customer-portal

1 messages ¡ Page 1 of 1 (latest)

true barnBOT
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lusty ridge
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Hello
When you say provisioned with, do you mean the products/prices the Customer has subscribed to?

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Based on your previous thread, I think you're confused about Customer Portal uses.

Customer Portal can be used to manage/upgrade/downgrade existing Subscriptions

It can't be used to create a new Subscription (For products B,C,D etc). That's not something Customer Portal can support..

hollow lodge
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What I mean by 'provisioned with' is the list of products within the customer porta.

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The way we are using this is that we have a price list for new customers, and a customer portal if people want to change.

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BUT... the customer does not always go where they are supposed to. If a customer with Subscription A but not B,C or D arrives at the Portal, it is OK if they cannot buy a subscription to B,C, or D inside the portal. What is not OK is that they end up inadvertently cancelling their subscription to A.

lusty ridge
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You can just disable cancellations within Portal settings, no?

hollow lodge
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That's not the problem.

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The problem is that they select (say) plan C... and their subscription to Plan A for a TOTALLY DIFFERENT PRODUCT gets replaced.

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Recall: B, C, and D are pricing tiers for a single offering on a single pricing table.

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While : A is a totally different offering. (I simplified to just one, but there are actually a whole bunch of 'case A' offerings)

lusty ridge
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Are you saying you don't want customers to be able to switch from A to B, C or D?

Aside from that, I'm sorry I am confused by your description. If possible, please do a screen record of what you are seeing and what you want to see.

hollow lodge
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Also, naturally, I want the customer to be able to cancel their plan B, C, or D.

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Correct.

lusty ridge
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In that case, you can disable "Customers can switch plan" option.

hollow lodge
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Let me put it to you this way: "A" is a subscription to Netflix. B,C, and D are different levels of subscriptions to Office 365.

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A subscription (or not) to Netflix has nothing to do with the customer's Office 365.

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So my portal for Office 365 should not be affecting subscriptions to Neflix at all.

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But of course I need my customers to be able to switch plans for Office 365.

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(to be clear: I am using Netflix and Office365 as imaginary placeholders... the real products involved here are way more obscure)

lusty ridge
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So you want to disable cancellation or modification for Subscription A but you want them to be enabled for Subscription B

hollow lodge
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Sort of. I want ny portal for B/C/D to have cancellation or modification enabled for Subscription B/C/D without affecting A in any way.

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The portal for B/C/D works great for B/C/D... it's just that for some reason it can improperly affect A.

lusty ridge
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Changes to Subscription A does not/should not affect Subscription B.

If you're seeing that happen, please share an example of that subscription (sub_xxx)

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what sort of "effect" are you seeing on the Subscription?

hollow lodge
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The most obvious is that subscription A appears in the list for the B/C/D Customer Portal, if the customer has a subscription to A.

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I will try to find the ID of the actual subscription.

lusty ridge
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What do you mean by "appears in the list for B/C/D Customer Portal?"

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Do you have a screenshot?

hollow lodge
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Well, exactly that. The portal is supposed to show options for B, C, and D. Instead, it shows current subscription as 'A' and asks if you want to change.

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I will try to find a screenshot for you.

lusty ridge
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Customer Portal only shows the Products the Customer is currently subscribed to

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If the customer isn't subscribed to B, C or D then the portal won't show those

hollow lodge
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That is untrue.

true barnBOT
lusty ridge
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Are B, C and D separate products or different prices under one product?

hollow lodge
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Here, I have a subscription to C, which is a 'product'.

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B and D are also 'products'.

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They are all under the same offering. (i.e. same business offering -- from an IT point of view they are in the same price table and same customer portal)

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If I select "D" here, It will (correctly) cancel C for me and activate "D".

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There are two prices per product, here: Monthly and Yearly.

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As you can see, the customer portal correctly shows B and D even though I don't subscribe to them right now.

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The reason it shows B and D is that I configured B,C, and D in the customer portal.

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The above screen is all correct... the issue is that there should be no way for a non-configured subscription to sneak in.

opal nymph
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Hi there,
taking over for my colleague who had to step away.
Just for me to understand, "A", "B", and "C" are all seperate prducts with its own prices (yearly/monthly), the user is currenlty subscribed to "C" , and "B" and "D" are other products that the user can choose from.

hollow lodge
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From a Stripe POV, we have products B,C,D. These in fact form three tiers of a single business offering.

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We also have a bunch of other, older products that are unrelated offerings. I have lumped those together as 'A'.

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A good way to imagine this is that "A" is a subscription to Netflix. B,C, and D are different levels of subscriptions to Office 365. My job is to create a customer portal for Office 365.
The subscription (or not) to Netflix has nothing to do with the customer's Office 365. So my portal for Office 365 should not be affecting subscriptions to Neflix at all. But of course I need my customers to be able to switch plans for Office 365. (to be clear: I am using Netflix and Office365 as imaginary placeholders... the real products involved here are way more obscure)

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The problem here is that, if a customer has a subscription to 'A', the customer portal shows 'A' as the "current subscription" and offers to replace it with B,C,orD which is incorrect.

opal nymph
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I see, instead of replacing "A" with "C" you want "A" and "C"?

hollow lodge
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Yes.

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Subscriptions not configured in a given customer portal should NOT be affected by that customer portal.

opal nymph
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So two products on the same subscription, but you only want to update one and not the other.

hollow lodge
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Yes, the docs say that, but it's not true.

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Customer portals explicitly let you add several products and switch between them.

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And, no, "So two products on the same subscription, but you only want to update one and not the other." is not correct.

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Please review the screenshot above, and/or try it yourself.

opal nymph
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You can add these products to the portal, but you can't update them. Not in the way you are trying to accomplish.

hollow lodge
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I did it yesterday.

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But, look, if there is another way to have three tiers of subscription and let the customer choose between them, let me know.

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It seems like an incredibly common use case.

opal nymph
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Was that an update where product "A" persisted while updating another product, using the customer portal?

hollow lodge
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The screenshot above? No, just a straight up change from 'B' to 'C'.

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B is the free plan, a 'Product' with a price of zero.

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C is the $20 plan, an 'Product' with monthly and annual prices.

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That screenshot is the nice, working case.

opal nymph
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Ok, because i tested this now in a few different ways using the API, and as soon as I add more than one item to the subscription, I cannot update the subscription anymore through a customer portal

hollow lodge
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Here is a screenshot wher Product 'A' sneaks in (called 'First License of Theta EPD')

opal nymph
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And by sneak in you mean, it's the product, the user is currenlty subscribed to?

hollow lodge
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Right, It's A product the user is currently subscribed to, but NOT one of the products configured for the customer portal.

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It should never appear here at all.

opal nymph
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Got it. But it will appear since it is the current product of the subsription.

hollow lodge
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re. "as soon as I add more than one item to the subscription". The intent here is to have one item subscribed to at a time.

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OK, so there's a term you and I need to agree on.

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"Subscription".

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What does this mean to you, in terms of the Stripe interface?

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I thought a "subscription" was an ongoing series of payments related to a Produc.t

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I have:

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A Stripe account that contains all my products (about 20) including B,C,D. I am calling all the others 'A' for short.

opal nymph
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Subscription is a Stripe object that manages recurring payments for one or mutliple products

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So the necessary parts of the subscription is a customer, a customers payment method, and the product(s).

hollow lodge
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OK. Can a user have more than one subscription? In a single Stripe account.

opal nymph
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Yes, each customer can have multiple subscriptions.

hollow lodge
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So let's say Joe subscribes to Product A. So he has an active subscription.

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Then I send Joe to my Customer Portal for Products B/C/D. Somehow Stripe attaches the existing subscription for A, rather than creating a new one.

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But if Joe had purchased B from my pricing table, that would be a new subscription. Correct?

opal nymph
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Since your customer portal is setup to allow updates on subcriptions, the customer portal will automatically load the existing subscription of that customer. Generally the Customer Portal is not meant to create new subscriptions. More to manage already existing ones.
If the same customer finalizes a separate purchase through your pricing table, than it would create a new subscription for that customer. All subscriptions can then be updated through the Customer Portal

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Only caveat, each subscription invoices seperately. So if Joe has a subscription for product "A" and a seperate subscription for, let's say, product "C", then Joe would receive for each subscription a seperate invoice

hollow lodge
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Right, that all makes sense.

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OK, so it looks like we have one problem: if the user goes to the portal WITHOUT first getting at least the free tier, then it all goes wrong.

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Otherwise, if I have two subscriptions, no problem:

opal nymph
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Yeah, if the customer has no subscription, then you can still load a customer portal, but creating a subscription for the customer has to happen outside the portal, like through a PaymentLink or Checkout Session or any other UI we provide to process and finalize a payment basically