This feature is currently available for Private Beta Testing.
Contact [email protected] to enable for your site.
While offering product or service contracts to customers, each business-to-business (B2B) enterprise has unique billing workflows. One such complex workflow is where subscriptions could start on a specific date, but the billing information could be recorded in the billing system asynchronously at a later point in time. Such asynchronous data entry for subscriptions happens at many instances as shown in the following illustration:
When your billing application does not allow a flexible entry of subscription start date or other subscription changes for the past, the time lag could cause confusion in the recurring billing workflows. The Backdating Subscriptions and Invoices feature in Chargebee allows entry of the following subscription actions for a past date:
For example, let's say a customer is currently on Plan B. The subscription renews and the invoice is generated on Jan 1st. On Jan 15th, the customer reports that they are not getting any benefit from Plan B and wants to downgrade to Plan A. The customer negotiates that this change should take effect from Jan 1st or they would cancel the subscription. In such cases, retaining the customer could become a priority. Therefore your billing application should allow for capturing this change as on a past date (Jan 1st).
The following are some critical terms associated with Backdating subscriptions and invoices feature and their descriptions, for your understanding:
Roles and Restrictions
To enable Backdated subscription actions and invoicing in your Chargebee site, follow these steps:
Click Settings > Configure Chargebee > Billing > Backdating Subscription and Invoices.
In the Backdating Subscriptions and Invoices page, click Enable.
Select the subscription actions that you want to allow backdating from the dropdown.
You can select one or all of the following options:
For the selected subscription operations, you can select until when the subscription can be backdated. You can choose from the following options:
Similarly, for subscription changes and cancellations, you can enable the setting to backdate invoices.
Click Apply to save your changes.
The Backdated Subscription Actions and Invoicing feature is successfully enabled on your Chargebee site.
To disable the Backdated subscription actions and invoicing in your Chargebee site, follow these steps:
The feature gets disabled in your Chargebee site, and users will no longer be able to backdate any subscription actions or invoices. Any records that were backdated prior to disabling the feature in your site remain unimpacted.