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Phases split a subscription into sections for granular deal customization. Like subscriptions, phases have a start and end date and contain products and coupons. Use phases to invoice upfront fees, build ramp-up deals, and model evolving contracts within the same subscription. Transition from one phase to the next automatically or manually.
In the example above, you charge your customer a setup fee of 1000.00 € automatically once they sign their quote. You then manually start their recurring fee of 20 licenses at 20.00 €/license/month. After one year, the recurring fee automatically increases to 40 licenses at 25.00 €/license/month.

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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, the start strategy is previous phase end. If the previous phase end strategy is set to forever, Hyperline changes it to manual end when you add a new phase. Hyperline then sets the last phase end strategy to forever.
When you set the subscription to end on a fixed date, the new phase starts the next day.
You can also add phases to live subscriptions through update subscription.

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Phase transition

Phases transition automatically once the phase end strategy is reached (date, duration, or manual). There are two types of transitions:
  • Direct: Hyperline charges the new phase according to its configuration, without taking the previous phase balance into account. New billing intervals for every product start on the day the phase transitions.

Direct transition example 💡

Your current phase contains 10 licenses costing 100€ monthly, with the current cycle running from September 1st to September 30th. You transition to a new phase on September 15th containing 20 licenses costing 200€ monthly. On September 15th, Hyperline issues a new invoice of 200€. The new billing interval is September 15th to October 15th.
  • Pro-rata: Hyperline generates an adjustment invoice that contains the balance owed or due from the previous phase and what is owed for the next phase, based on the invoicing schedule of the products. If the new phase contains the same products with the same billing interval (for example, monthly or yearly), Hyperline preserves the billing interval and aligns all products with the same billing interval to it.

Pro-rata transition example 💡

Your current phase contains 10 licenses costing 100€ monthly, with the current cycle running from September 1st to September 30th. You transition to a new phase on September 15th containing 20 licenses costing 200€ monthly. On September 15th, Hyperline emits a new invoice of 50€ (new phase due amount = 200*(15/30) = 100€) − (previous phase surplus = 100*(15/30) = 50€). The billing interval remains September 1st to September 30th, then October 1st to October 31st, and so on.

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Update products and coupons

You can add, remove and update products and coupons during the current phase following the same pattern as subscriptions without phases. For future phases, products and coupons are added, removed and updated immediately.

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Update phase start and end strategy

For current phases, you can update the phase end strategy for any date or duration later than the current time. For future phases, you cannot set the phase end date before the end date of the previous phase.

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Transition to next phase

When there is a next phase, you can manually transition the current phase with immediate effect.