Besides the recurring charges that occur in the subscription based on plans and addons, you can also apply additional one time charges and non recurring addons to a subscription. These charges can be applied to the subscription through the web interface or the API.
You can collect a one-time payment from a customer or a subscription using the 'Add Charge' option. This option can be quite useful, especially when you come across scenarios where you have to collect payments from customers for goods or services that are not normally included as a part of their subscription model. It can also be used when you want to collect payment for a product or service that is not modeled into your system like a non-recurring addon. The 'Add Charge' option is available through the UI and the API .
To do this through the UI, go to the 'Customer' or 'Subscription' tab and click on the 'Add Charge' button.
Specify the amount and also when the payment should be collected from the customer. You can either collect it immediately or use the 'Add to unbilled charges' option (if available), and it will appear on the subscription details once it is added.
If there are more than one additional charges, the total of all the charges will be shown in the subscription.
When 'Add to unbilled charges' option is selected, the charge will show up under 'Unbilled Charges'. However, clicking on 'Invoice now' will generate the invoice right away.
When a payment is collected immediately, an invoice is created right away. If the 'Invoice Receipt' email notification is turned on, the invoice will be emailed to the customer as well. Click here to learn how to enable email notifications.
When the payment is collected immediately, coupons will not be applied. However, if the payment is collected with the next renewal, coupon discount will be redeemed automatically.
When 'Add Charge' option is used, the payments will be collected immediately since it is not associated with any subscription. You can also apply a discount coupon while collecting the payment.
A non-recurring addon can be applied to a subscription during sign up and at any time during the subscription period. They can also be added to customers. This can be done through the API as well as from the subscription page in the web interface. More than often it is better to use this method rather than applying an ad hoc charge of the same amount every time, especially considering you can tailor the price of the addon to a customer or a subscription every time you apply it.
An advantage of modeling a charge into a non-recurring addon instead of applying it to a subscription or an invoice every time you need to is that you can pull a report of the addon whenever required. You can easily find out which type and how many addons were applied to your subscriptions from the report.
To apply a non-recurring addon:
Navigate to the subscription or customer
Click on Add Addon
Select the non-recurring addon
If you would like to override the price of the addon enter a new price in the Unit Price field. (price override is not applicable if the pricing model for the addon is tiered, volume or stairstep).
Specify 'Invoicing options' - you can either charge the addon immediately or Add to unbilled charges.
Click on Submit.
For quantity based non-recurring addons you can specify the quantity of the addon while applying it. If you choose to enter a new price for the addon here, it will applied to the entire quantity you specify. (this price override is not applicable if the pricing model for the addon is tiered, volume or stairstep)
To include a recurring addon to a subscription, you can use the Change Subscription option under Actions. Learn more about editing existing subscriptions here.
If an applicable coupon is present on the subscription, it will be applied to the invoice generated when the addon is added to the subscription. This is regardless of whether the addon is applied immediately or on the next renewal.