Plans, pricing models & subscription lifecycle — found from sitemap — Maxio

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Facts read from this source

• Prorated charges support Report an error

  “Advanced Billing supports prorated charges for quantity-based and on/off Products.”

• Proration optional Report an error

  “Depending on your proration scheme, changes to the allocated quantity during a billing period can result in either a charge or a credit to the Subscription. You can also choose not to apply proration.”

• Proration basis Report an error

  “Proration is based on the length of the current billing period for the Subscription, not the Product's own configured billing period.”

• Manual proration cases Report an error

  “If you modify the current billing period's end date, you may need to manually calculate and apply prorations for that billing period. The same applies if a trial period doesn't match the Product's billing period length.”

• Upgrade downgrade definitions Report an error

  “Upgrade - The new computed cost is greater than the previous cost. Downgrade - The new computed cost is less than the previous cost.”

• Default scheme location Report an error

  “The default scheme is configured at the Site level under Config > Settings > Products.”

• Scheme required at allocation Report an error

  “Because it may not be clear in advance whether a change results in an upgrade or downgrade, you must define both upgrade and downgrade schemes at the time of allocation.”

• Scheme override Report an error

  “This setting can be overridden by the Product proration setting.”

• Scheme types count Report an error

  “Advanced Billing groups proration schemes into four types, covering upgrades, failed upgrade charges, dunning, and downgrades.”

• Upgrade scheme options Report an error

  “Charge the full amount of the difference in quantity - Adds a charge for the full price difference. Charge the prorated amount of the difference in quantity - Adds a charge for the prorated price difference. Do Not Charge - No charge is added.”

• Accrue upgrade scheme options Report an error

  “Charge immediately - Attempts to charge the Customer immediately. If the charge fails, it is accrued until the next renewal. Accrue to the next billing period - Attempts the charge at the next renewal.”

• Dunning scheme options Report an error

  “Leave the charges on the Subscription to pay at renewal - If a mid-period allocation charge fails, the charges are accrued to renewal. Initiate dunning for the Subscription - Initiates dunning if a mid-period allocation charge fails.”

• Downgrade scheme options Report an error

  “Credit the full amount of the difference in quantity - Adds a full credit for the amount owed. Credit the prorated amount of the difference in quantity - Adds a prorated credit. Do Not Credit - No credit is added.”

• Credit calculation basis Report an error

  “Proration uses the current Product price and current tax rates to calculate the difference between the existing quantity and the new quantity.”

• End of life allocation behavior Report an error

  “If you change Product allocations on a Subscription in an end-of-life state, such as Canceled, Expired, or On Hold, the quantity is updated but there is no financial impact. No charge or credit is added to the Subscription.”

• Awaiting signup behavior Report an error

  “The same applies to a Subscription that is Awaiting Signup.”

• Unpaid subscription behavior Report an error

  “An allocation change on an Unpaid Subscription is billed using the proration scheme you choose, but Advanced Billing doesn't attempt to collect payment for it.”

• Unpaid charge invoice behavior Report an error

  “Charge immediately - An Open Invoice is issued for the charge, and the invoice email is sent if your site sends emails when an Invoice is issued. Advanced Billing doesn't attempt payment for this Invoice, or for any other open proration Invoice on the Subscription, whatever the Subscription's payment collection method.”

• Unpaid downgrade behavior Report an error

  “Credit the full or prorated amount - A downgrade creates a Credit Note and a service credit, the same as on an Active Subscription.”

• Unpaid dunning behavior Report an error

  “The allocation doesn't start dunning, even when the dunning scheme is set to initiate dunning, and the Subscription stays Unpaid.”

• Proration requires reporting Report an error

  “To add charges for a Customer's Products, you must report the Product's status or quantity to Advanced Billing.”

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