Recurring charges

A recurring charge is a subscription product billed on one or more defined billing periods. Examples include a monthly plan, annual support, or a usage-based service.

Create a recurring charge

1. Open Recurring Charges and select Add new.
2. In Recurring charge info, enter a name, a unique code, and an optional description. The code is unique within the tenant.
3. Choose whether the description should appear on invoices.
4. Choose a Pricing model:
   • Fixed charges one price per selected billing period.
   • Quantity based multiplies the billing-period price by the subscription quantity.
5. Optionally configure a trial period, a setup fee, and—on quantity-based products—a free quantity for each billing period.
6. Add one or more Billing periods. Each period needs a unit (day, week, month, or year), a positive length, and a non-negative price. You may specify a number of billing periods when the term is limited.
7. Add an optional tax code or mark the product tax-exempt, then save.

Use on a subscription

When creating or editing a customer subscription, select one of the charge's active billing periods and supply the quantity and next billing date required by the subscription form. The billing period controls price and cadence; the charge controls the product's name, code, pricing model, and optional setup/trial rules.

Editing and lifecycle

• Once saved, the code and pricing model cannot be changed in the admin form.
• An active charge can be updated, including its description, invoice-description setting, optional pricing settings, and billing periods.
• Archive a charge when it should no longer be offered. Archiving also archives its active billing periods.
• Reactivate an archived charge to make it available again; its archived billing periods are reactivated with it.

Existing invoices are historical records: modifying a product does not change their captured line items.