#Craig - Subscriptions

1 messages · Page 1 of 1 (latest)

azure moss
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Hi 👋

waxen hawk
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hi Snufkin

azure moss
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The billing intervals are actually handled on the Price records you create.

waxen hawk
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is there a way to manually trigger it?

azure moss
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What are you trying to trigger? What is the experience you want your admins/users to have?

waxen hawk
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We generate insurance leads for agents and want to be able to automatically charge their card once their lead balance is 0 so that they can continuously receive leads. Also their are scenarios where they might want to pause it so we wouldn't want to keep sending them leads and charging their card

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so it would be better for us to have a way for us to trigger the charge of the payment instead of using an automated timing

azure moss
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Okay could you provide a simple scenario or walkthrough, with actual amounts?

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It'll help me get my head around your questions.

waxen hawk
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of course, happy to do that

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I'm going to play the customer. I am an insurance agent wanting to get new customers by buying their information online

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does that profile of a customer make sense?

azure moss
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Sure

waxen hawk
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So the system has a way for me to pre-buy leads that will be generated on my behalf and the lead information emailed to me. I can buy quantities of 15, 20, 25, 30 and 40 at one time. The price ranges from 28 - 35 per lead type. So example, i am interested in Non-med term which is 35 each. I create an order for the system to generate me 20 leads for 700 dollars

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After I get all of my leads fulfilled then i need to go back to the site and create another order. But instead i would like my card to be auto charged when that order is fulfilled and i have received the 20 leads

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so that way i can continuously receive leads and i don't have to hassle with going to the system and buying an order each time.

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let me know if any of that doesn't make sense

azure moss
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That sounds like a pretty standard subscription model to me.

waxen hawk
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where is the documentation that shows how to charge their card, from what i have seen it shows that you will trigger the payment

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that is where i am confused is from what i read in the documentation i set the frequency and you handle the rest, whereas i want to be the one that triggers it

azure moss
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Well subscriptions are designed to be automatically charged on a set schedule

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Do you want to be completely in control of when the customer is charged? Or do you want it scheduled?

waxen hawk
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yeah, that's why i am wondering if my scenario of me triggering the charge is possible because an order may take 2 days to be fulfilled OR take 1 week

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complete control

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of when and how much

azure moss
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Okay well then that's not Subscriptions then. Try looking into one-off invoices or simply Payment intents.

waxen hawk
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are there any options that will allow the user not to have to be involved?

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so that way they don't have to think about getting charged and leads flow to their account

azure moss
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take a look

waxen hawk
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i see this creates the intent but i am not seeing yet where the code is on how i will charge them after they create the intent. Can you send me a link to that?

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really appreciate you helping

azure moss
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Step 7 in this document shows how you can use a previously saved payment method (created with the SetupIntent) to charge a customer. Is that what you are asking for?

waxen hawk
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yes it is

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i think i got what i needed to start my poc

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thank you