Where should I set the billing cycle: plan or subscription level?

Problem Statement

How do I create annual or semi-annual plans? Where should I set the billing cycle—at the plan or subscription level?

Solution

You can set the number of billing cycles at either the plan or subscription level. The billing interval defines how often a subscription renews. See Number of billing cycles.

Steps to Set It Up

At plan level

The No. of billing cycles sets the default number of automatic renewals. The value includes the first billing cycle. For example, setting it to 1 means the subscription cancels at the end of the first cycle and becomes Non-Renewing.

At subscription level

Use No. of billing cycles to control how many times a customer is charged. You can set a different value than the plan default. Override it via Change Subscription or when creating a new subscription.

Additional Information

• API – Billing frequency: Create a plan - period
• API – Billing cycles: Create a plan - billing_cycles