How do I add non-recurring addons to future subscriptions in Salesforce?

Related Scenarios

• Adding non-recurring addons to subscriptions with a future start date in Salesforce
• Understanding invoice generation for future subscriptions
• Alternatives to immediate invoicing for non-recurring addons

Solution

When creating subscriptions in Salesforce with a future start date, you may encounter an error when trying to add non-recurring addons. This occurs because invoices are only generated on the subscription start date, and non-recurring addons require an immediate invoice.

To work around this limitation, follow these steps:

1. Create the Subscription without Addons: Initially create the subscription in Salesforce without adding any non-recurring addons.

   • This avoids the error related to invoice generation.

2. Use Advance Invoicing (Optional): If your business process allows, enable advance invoicing in Chargebee to generate invoices before the subscription start date.

   • Navigate to Settings > Configure Chargebee > Billing Rules.
   • Enable Advance Invoicing and configure the number of days in advance you wish to invoice.
   • Note: This may not be suitable for all business models.

3. Add Addons Post Activation: Once the subscription is activated (i.e., the start date is reached), manually add the non-recurring addons.

   • Go to the subscription in Chargebee.
   • Click Add Addons and select the desired non-recurring addons.
   • This ensures an invoice is generated immediately.

Important Notes

• Non-recurring addons require an invoice to be generated at the time of addition.
• Advance invoicing can help, but consider its impact on cash flow and customer communication.
• Always verify that your Salesforce integration settings are correctly configured to sync with Chargebee.