storeConnect® supports subscription products where payment will be charged on a recurring basis. This can be done both with and without Salesforce CPQ being installed. In this document any CPQ-specific differences will be mentioned.
Configuring Subscription Products
Products have four fields related to subscriptions:
This is the pricing mode used, currently only
Fixed Price is supported.
This is the type of subscription term being used, currently only
Evergreen is supported.
Subscription Term and Subscription Term Unit
These sets how often payment is taken for the Subscription. For example, a monthly subscription would be:
Subscription Term: 1 Subscription Term Unit: month
An annual subscription would be:
Subscription Term: 12 Subscription Term Unit: month
There is a
Default Subscription Term Unit in the storeConnect custom metadata, if a Product’s
Subscription Term Unit is empty it will automatically be set to this value.
Note: if using CPQ, this metadata setting should match the CPQ Subscription Term setting
Subscription Term is 12.
Once the user purchases a Subscription Product, the system will create a new Subscription Object to manage the ongoing subscription.
Subscription has three fields related to prices:
- Balloon Price - Optional, this is an additional charge to be added to the final payment
- Period Price - Required, this is the standard price for the subscription
- Setup Price - Optional, this is an additional charge added to the first payment
Subscription has several fields related to the payment period, these are copied from the Product by the system when the user purchased the subscription:
- Period Length - The number portion of the period (e.g. for quarterly payments this would be 3)
- Period Price - The price that will be charged for each payment
- Period Type - The units portion of the period (e.g. ‘month’ or ‘day’)
Currently only evergreen subscriptions are supported, meaning by default the subscription will continually renew and never expire. If a fixed term is required, the
End Date of the subscription can be set manually. Alternatively, the
Cancelled Date can be set to prevent any further payments.
If a subscription payment fails the
Delinquent Date will be set to the date of the failure, and the
Delinquent Reason will be set with any message returned by the payment provider (e.g. “Card Expired”).
storeConnect will automatically retry the payment 6 times with increasing wait times: (e.g. +1 day from first due, +2 days from due, +3 days from due, +5 days from due, +8 days from due). If the final attempt fails, the
Cancelled Date will be set and no further payments will be attempted.
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