#GiovanniV-sub-updates

1 messages · Page 1 of 1 (latest)

vast delta
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Hi there! If you want to use a Sub Schedule to do this then you need to input the current phase and then do the upgrade/downgrade as the second phase.

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So instead of setting the first phase start date as the end date, create the first phase with the same period that is currently ongoing. Then create a second phase to do your update.

velvet crystal
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this works! thanks

vast delta
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🎉

velvet crystal
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There's an edge case im trying to figure out though. If a customer signs up for annual subscription with a 1 month free trial and the billing cycle anchor is set to be the first of the month after the subscription (trial is 4/20 - 5/20, first invoice will be 5/20 but then second invoice will be 6/1 due to the billing anchor) --- and then decides during the free trial they want to actually sign up for the monthly subscription -- the current end period date will be 5/20. But I want to set the billing anchor of the annual subscription to be 6/1

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I get an error if I try to set the billing anchor date for the phase[1] of the subscription schedule to be the 1st date of the next month following the end of the current period (end of the free trial period)

vast delta
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What is the error?

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Oh wait, the billing cycle anchor would still need to be 5/20 for phase 1 here I think

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And then you would have another phase

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That starts 6/1

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So 3 phases instead of two

velvet crystal
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that would create a funky invoice - free trial ends - get charged for a subscription that last 10 days - then start a new subscription on 6/1?

vast delta
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Well then the alternative is just to extend the trial to 6/1?

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You have to do something for that period of time.

velvet crystal
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or to manage the invoice an prorating the amounts based on cycles . what you think about that ?

vast delta
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Sorry not exactly sure what you mean by that

velvet crystal
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What if they cancel before 6/1?

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I mean that if the invoice is auto generated and set to be only once per month the amount value due will be prorated accordingly

vast delta
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The invoice will be prorated if the update happens before the billing_cycle yes, but you can also turn off proration if you so desire

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Let's back up a second and clarify what you are trying to solve for

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  1. You customer subscribes on 4/20 for a 1 month trial
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  1. If they continue as normal, then the trial ends on 5/20 and you then charge them
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  1. On 6/1 you reset the billing_cycle_anchor so that they are now charged on the 1st going forward
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(Do you usually prorate at step 3?)

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During the trial they decide that instead of the annual price they were on, they want the monthly sub.

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Is that all correct?

velvet crystal
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yes

vast delta
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So you want to handle the case where they are annual versus monthly between 5/20 - 6/1 diferently?

velvet crystal
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In an ideal scenario, my customer receives one invoice on 6/1 that includes 5/20 - 6/1 and 6/1/22 - 6/1/23

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all for the annual amount with 5/20 - 6/1 being prorated

keen dawn
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👋 Just hopping in since bismark has to head out

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Give me a minute to catch up

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There isn't really a great way to get the exact behavior you're looking for without you doing the calculations yourself.

The way our prorations work, we would do the following:

  • On 5/20 when the trial ends we'd charge for the full year
  • On 6/1 you reset the billing cycle anchor so we refund a large portion from the last invoice and then charge a full year from 6/1/22 - 6/1/23.
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If you want the exact behavior you're describing, you'd have to calculate how much you want to charge for 5/20-6/1 and then add that to the 6/1 invoice yourself

velvet crystal
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thank you this is great info