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After enabling the Backdating subscriptions and invoices feature in your Chargebee site, users can backdate certain subscription actions and invoices. For example, when editing an existing subscription record to upgrade, downgrade, revise the price, or add a charge or quick charge, users can specify a date from the past to backdate the subscription action. The subscription will continue to renew based on this backdated date.
This document explains how to backdate subscription changes, cancellations, reactivations, and the addition of charges and quick charges to a subscription in your Chargebee site.
The following prerequisites must be met to backdate subscription changes in Chargebee:
Note:
To backdate a subscription change in your Chargebee site, follow these steps:
Select the subscription record you want to change to open the details page.
Click Edit Subscription and make the necessary changes.
In the Apply Changes section, select On a specific date and choose a date from the past to specify when the changes should be applied. Click Apply.
Make sure you select a date within the current billing term of the subscription.
In the Invoicing Options section, select Immediately. Click Set the Invoice date to a past date and select a specific date to backdate the invoice. You can backdate the invoice by up to the current term start or one month in the past, whichever is shorter. However, you cannot select a date earlier than the subscription change date.
Click Update to save your changes.
The following prerequisites must be met to backdate subscription cancellation in Chargebee:
To backdate a subscription cancellation in your Chargebee site, follow these steps:
Select the subscription record you want to cancel to open the details page.
Click Cancel Subscription from the subscription details page.
In When do you want to cancel the subscription, select Cancel on a specific date and choose a date from the past using the calendar. Click Apply.
You can enable the setting to backdate the invoice and select the invoice date using the calendar. You can backdate the invoice by up to the current term start or one month in the past, whichever is shorter. However, you cannot select a date earlier than the subscription scheduled cancellation date.
Select how you want to handle credits for the unused period and click Cancel.
The subscription record is canceled successfully with the cancellation backdated to the selected date.
The following prerequisites must be met to backdate subscription reactivation in Chargebee:
To backdate a subscription reactivation in your Chargebee site, follow these steps:
Select the canceled subscription record you want to reactivate to open its details page.
Click Reactivate.
In Reactivate From, select a date from the past using the calendar, then click Apply. Make sure the selected reactivation date falls within the current term.
In the Invoicing Options section, select Immediately. Click Set the Invoice date to a past date and select a specific date to backdate the invoice. You can backdate the invoice up to the current term start or one month in the past, whichever is shorter. However, you cannot select a date earlier than the subscription reactivation date.
Click Reactivate.
The subscription record is reactivated successfully, with the reactivation backdated to the selected date.
Note:
The following prerequisites must be met to backdate the addition of charges and quick charges in Chargebee:
To backdate the addition of charges and quick charges in your Chargebee site, follow these steps:
Select the subscription record to which you want to add a charge, then click +Add Charge or +Create Quick Charge.
Note: To add a charge to a customer record using the API, click here.
On the Add Charge page, click +Add Charge or +Add Quick Charge and enter the required details.
Under Service Period, specify dates from the past. You can backdate all one-time actions by up to two years. However, you cannot select a date earlier than the subscription start date.
In the Invoicing Options section, select Immediately. Click Set the Invoice date to a past date and select a specific date to backdate the invoice. The invoice date is based on the service period and cannot be more than one month in the past from today.
Click Add.
Your charge or one-time charge is added to the subscription, and this one-time action is successfully backdated to the selected date.
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