#NickMason-proration

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winter flower
signal karma
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Great โ€“ thank you. Is it possible to do this with quotes as well? i.e. we send a customer a quote for their upgrade, they accept and we prorate like that? Or would we need to do that with manual credit notes through the API?

winter flower
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Hmm, not sure what you mean? Once you accept a Quote, it's converted to a Subscription/Invoice. So the proration/upgrade would be done on the subsequent Subscription object

signal karma
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got it, thank you. So I would set the proration on the original subscription and it would apply to the new one from the quote?

winter flower
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I'm confused. Which new subscription?

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Sounds like:

  • You have a pre-existing subscription.
  • You want to upgrade/downgrade a user.
  • You send them a quote.
  • You want to upgrade/downgrade the existing subscription to reflect the quote.
signal karma
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correct!

winter flower
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Not sure you can use quotes like that with a pre-existing subscription, checking

signal karma
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ok, thanks

winter flower
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Hmm, maybe you can (haven't used Quotes at all to be clear ๐Ÿ˜ƒ )

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Ah, that's a beta feature

signal karma
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got it โ€“ so we can't use it right now?

winter flower
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I'm afraid not ๐Ÿ˜ฆ

signal karma
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ok, thanks. But could we do it with manual credit notes for example?

winter flower
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That will handle the prorations as you need too (by passing proration_behaviour param)

signal karma
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Cool, so process is:

  1. Make new quote for customer
  2. They accept it
  3. We go into their original subscription and update it based on the quote they accepted

Is that right?

winter flower
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Yup, should work as you need!

signal karma
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thanks! Will we need to void the invoice the quote will generate, too?

winter flower
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Yeah that's probably the sore point of this way. It'll likely create a new subscription as your quote will contain a recurring price I assume:

If the quote has at least one recurring price on a line item, then a subscription or subscription schedule is created. A subscription schedule is created if the effective date on the quote is in the future, otherwise a subscription is created. The first invoice on the subscription is in draft status with auto_advance set to true.
https://stripe.com/docs/quotes/overview#accept

Learn about the quotes workflow.

signal karma
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yeah, exactly...ok, thanks!

winter flower
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Then it'll create a subscription schedule, which isn't user facing, that you can just cancel

signal karma
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splendid, thank you! Great idea!

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So to check:

  1. Make new quote
  2. Update effective date to 1st Jan 2050
  3. Customer accepts quote
  4. Copy line items from quote to existing subscription
  5. Cancel quote
winter flower
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No, you'd cancel the new Subscription Schedule generated from the Quote

signal karma
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ahhh

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so 5. is Cancel new subscription from quote

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got you

winter flower
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It'll be a Subscription Schedule, which would turn into a Subscription on the effective date (1st Jan 2050 in your example)

signal karma
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amazing,t hank you

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complicated...but it can be done

winter flower
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Np!