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BETA: Set up advanced subscriptions with discounts or terms that change

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Explore some examples of when and how to apply advanced subscriptions.

  • Subscription changes after renewal
  • Subscription has a 3-month free version, then moves to a paid-for model
  • Subscription starts now, but orders start later

Example 1: Subscription changes after renewal

You sign a subscription for 24 months with quarterly payments. After this period, renewal is a 12-month subscription, paid yearly.

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  1. Use the advanced scheduling template and split the subscription. The subscription will be divided into a current period and an upcoming period.
  2. Enter the start date for the subscription and order period.
  3. In Current period, choose:
    a) Period length: 24 months
    b) Order frequency: Monthly

    periods.png

  4. In Upcoming period, choose:
    a) Period length: 12 months
    b) Order frequency: Every 12 months
    c) The period will be renewed (auto-filled date) with the same period length
    d) If the subscription has a notice period, enter the number of months:

    autofill.png

You can add separate prices, discounts and products in the two different periods of the subscription

Example 2: Subscription has a 3-month free version, then moves to a paid-for model

The first 3 months are free. Thereafter the subscription will last for 12 months and renew automatically. Orders are created monthly.

free.png

  1. Use the advanced scheduling template and split in the subscription. The subscription will be divided into a current period and an upcoming period.
  2. Enter the start date for the subscription and order period.
  3. In Current period, choose:
    a) Period length: 3 months
    b) Order frequency: Monthly
    c) Discount: 100% on each product
    The subscription will create orders monthly with 0 in value.
  4. In Upcoming period, choose:
    (a) Period length: 12 months
    (b) Order frequency: Monthly
    The period will be renewed …
    If the subscription has a notice period you can fill in the months in this period as well.

Example 3: Subscription starts now, but orders start later

The subscription should start today (15 Sep), but the orders should be counted from November 1st. The orders should be created every four months, 30 days in advance.

advance.png

  1. Use the advanced scheduling template.
  2. Add the desired length of the subscription and make sure that the subscription takes effect from 2022-09-15.
  3. Add every four months as the order interval. Change so that the order period starts 2022-11-01. Add that orders are created 30 days in advance.
  4. Add your desired setting for notice period, and whether the subscription is renewed or terminated:

    when.png
    Result: The subscription starts September, 15th, but the first order will be created the 2nd of October for November 1st - March 1st
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Articles in this section

  • Win an opportunity and add to existing subscriptions
  • BETA: Edit subscriptions
  • BETA: Set up advanced subscriptions with discounts or terms that change
  • BETA: How to create subscriptions with future changes
  • BETA: Create new subscriptions
  • What's the difference between initial start date & start date current period?
  • Subscriptions: What is the renewal date & termination date?
  • Order interval & period length
  • How to create orders in advance
  • How to move & transfer subscriptions to another company
See more

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