After you have created your products, you will then move on to configure your billing models.
To add a new billing model, you will need to navigate to Offers & Campaigns > Billing Models, and select "Add" from the 'Actions' drop-down menu.
Name
Define a unique name to identify the record. This value will be used internally only.
Subscription Type
Select the subscription type for your product. The following subscription types are available:
#1 Bill by cycle: This selection will allow you to define how many calendar days until a subscription is rebilled.
IMAGE OF TYPE, DAYS TO NEXT BILLING
Example: if you would like the product rebill to occur every 15 days, then enter 15 in the 'days to next billing' field. The rebill will happen every 15 calendar days.
#2 Bill by date: This selection will allow you to define the calendar date each month in which the subscription is rebilled.
NOTE: If you set a billing date for the 28th, 29th, 30th or 31st of the month, and there is a month that does not include one of those dates, the customer will be billed on the last calendar day of the month.
Example: if you want your subscription to bill on the 15th day of every month, then enter 15 in the 'billing date' field.
#3 Bill by day: This selection will allow you to set a specific day of the month in which the subscription is rebilled.
Example: if you want your subscription to bill on the first Friday of every month, then you would select “First” then “Friday” in the billing day fields.
#4 Bill by Schedule: This selection will allow you to create up to 365 specific calendar dates when the next recurring product is billed.
Example: if you want your subscription to bill on March 21, May 5 and November 01 you would choose those dates as the specific Billing Dates.
Buffer Days allows you additional control of client billing. If you provide a value in this field, our system will look to see if the current date is within the range of buffer days. If it is, then the customer will be pushed to the next schedule billing date. For example, if today’s date is 8/17 and you set up a value of 3 buffer days and the next scheduled bill date is 8/20, the customer would not be billed on 8/20. They will be billed on the next scheduled date.
#5 Bill by Relative Date: This selection will allow you to rebill your customers based on the date the sign up for the subscription on either a Monthly or Yearly frequency. It accomplishes this by preserving the date of the order creation.
Example: if your customer signs up on Jan 20th, they will be rebilled the 20th of every month.
IMPORTANT NOTES
If a recurring date is changed the very next order will go on the updated date. HOWEVER - the next order will revert to the original preserved date.
This may have your order skip a month.
For example -
Order #100 bills on the 25th of the month.
You change the billing date from 4/25 to 5/2.
The order bills on 5/2 just like you set it for
Now the Preserved Relative date is back on it wants to bill on the 25th. HOWEVER - it is set to bill MONTHLY and it already billed in May - we changed it to 5/2 - remember...
SO it will not recur until 6/25 - since it can only bill 1x per month.
If you want the order date to change to the new date you sent in 5/2 then you will need to do the following to make the 2nd the new preserved releative date for this order.
use the subscription_order_update API method to update the recurring date accompanied by the '"use_new_day" parameter which will override the original date and preserve the new date going forward.
Keep in mind - Without the “use_new_day” parameter the recurring date change is Temporary – for 1 rebill only.
Here is the sample of our api call
For more information on the API's click here
#5 Bill by Relative Date using Trial Workflow: This selection will allow you to rebill your customers based on the start of the trial (date of the initial order) OR the end of the trial (the first rebill date). Select the appropriate button based on the desired behaviour.
EXAMPLES:
Based off of start of trial
For a 15 day trial with 1 month bill by relative date:
11/1 = initial purchase (Beginning of trial)
11/16= 1st rebill (end of trial)
12/1 next rebill and then 1/1 and so on
Based off of end of trial
For a 15 day trial with 1 month bill by relative date:
11/1 = initial purchase (Beginning of trial)
11/16= 1st rebill (end of trial)
12/16 next rebill and then 1/16 and so on
One Time Purchase Billing Model
Each account is set up with a default billing model, called "One Time Purchase". This billing model cannot be edited or deleted by a user. You would use this as your billing model if your product is not recurring. This will automatically be set as your default billing model unless you configure additional billing models and set one of those as your default.
NOTE: If the order is created via API, and the billing model Id is NOT passed, we will assume the default billing model.
Once you have configured your billing models, you can then move on to configure your Offers.