You can access the customer subscription settings directly from the customer dashboard by clicking on settings from the customer subscription summary box.
The subscription settings box controls how the timing and invoicing for subscriptions should be handled for the specific customer.
For every subscription that matches the specified currency, the Stax Bill system will use these settings to create the subscriptions in the appropriate Billing Period.
Billing Day
This setting controls when the billing period for the associated frequency should cycle on the customer and sets the initial starting point for recurrence. Options include:
- Customer Activation - The day a customer is activated is the day a customer's billing periods will be set to recharge. Example:
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- A customer is activated on the 5th of the month
- Their first monthly subscription was later activated on the 10th
- They will be billed every month on the 5th
- The charges from the subscription's first activation on the 10th will be prorated (if configured to prorate).
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- Subscription Activation - Billing dates will primarily be based on the dates when subscriptions activate. This will be when they are the first subscription on a customer or if the "How to Invoice" option is set to allow them to create their own billing periods. Example:
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- A customer is activated on the 5th of the month
- Their first monthly subscription is later activated on the 10th
- They will be billed every month on the 10th
- The charges from the subscription's first activation will likely not be prorated (unless it falls as a later added subscription
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- Specify a Day - if all subscriptions on a customer should always cycle on a specific day of the month or a specific day of the year, then this option can be selected.
How to Invoice
This setting controls whether or not multiple subscriptions on this customer will appear on the same billing period and invoice or be invoiced separately. Options Include:
- On one invoice - Always add additional subscriptions of the same frequency to pre-existing billing periods on that customer so that subscriptions will be billed on the same invoice and day for the customer. Note: Subscriptions of different frequencies (such as monthly versus yearly) cannot be combined. Subscriptions of the same frequency (1 month and 1 month) will be combined. If a billing period was from a pre-existing but cancelled subscription, subscriptions will continue to fall onto that billing period.
- One invoice per Subscription - Always create new billing periods for every subscription added to the customer. This can be one of the more straightforward methods of how to invoice. It does get noisy with additional invoices and collections if a customer has more than one subscription.
- One Invoice Per Day - When subscriptions created would fall on the same day as another existing billing period and have the same frequency, they will be placed into the same billing period.
- Ask me Each time - Each time a subscription is created, prompt the Stax Bill user for which billing period to use or ask to create a new one.
All Customer subscription settings are initially set to the account default specified in the Account level settings and can be overwritten on a by-customer basis.