Subscription phases

Phases are a concept that splits subscriptions in multiple sections, allowing granular-level deal customization. Just like subscriptions, phases have a start and end date, and contain products and coupons. Invoice upfront fees, create ramp-up deals and evolutionary contracts within the same subscription, automatically or manually changing from one phase to another.

Let’s take the example above. With phases, you can now charge your customer a setup fee of 1000.00 € automatically once they sign their quote, and manually start their recurring fee of 20 licenses at 20.00 €/license/month that will increase automatically to 40 licenses at 25.00 €/license/month after one year.

​

Create a subscription with phases

Adding phases is possible in the create subscription and create quote flows. As of now, phases cannot be added to already existing subscriptions. To add phases to a subscription, please create a new one.

​

Add phase

To add phases to your subscription you can:

• Create empty phase to add a new phase and start from scratch.
• Duplicate phase to duplicate the content (products, coupons).

For every phase other than the first one, its start strategy is necessarily previous phase end. When adding a new phase, if the previous phase end strategy is set to forever, it will automatically be changed to manual end and the last phase end strategy will be set to forever.

​

Phase transition

A phase will transition automatically once the phase end strategy is reached (date, duration). The transition can be:

• Direct, where there will be no invoice generated and the next phase will start.
• Pro-rata, where an adjustment invoice will be generated, containing the balance owed or due from the previous phase, and what is owed for the next phase base on the invoicing schedule of the products.

​

Setup phase

When creating a subscription within a quote, toggling setup phase on will display setup phase as the phase name on the quote.

​

Edit a subscription with phases

Once the subscription with phases has been assigned, it can be updated.

​

Update products and coupons

Products and coupons can be added, removed and updated during the current phase following the same pattern as subscriptions without phases.

For future phases, products and coupons are added, removed and updated immediately.

​

Update phase start and end strategy

For current phases, the phase end strategy can be updated for any date or duration later than the current time.

For future phases, the phase end date cannot be set before the end date of the previous phase.

​

Transition to next phase

When there is a next phase, the current phase can be transitioned manually with immediate effect.

Depending on the selected transition strategy, the transition can generate an invoice or not.