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Table of Contents

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A trial can be offered for products before the customer is charged a full product price.

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  • Is trial offered - a Yes or No option, which defines if the product has a trial offer.
  • Trial Can Be Skipped - allow customers to skip the trial period
  • Trial Length - allows the merchant to specify the number of days or months the trial should last.
  • Trial price - is the fee a customer has to pay for the entire trial period.
  • Trial start date - a merchant is able to define when the trial will start.
    • Moment of purchase - trial will start automatically when the customer completes the checkout.
    • Defined by the customer - a customer will be asked to provide a date when they want the trial to start.
    • Last day of the current month - trial will start automatically on the last day of the month.
    • First day of the month - trial will start automatically on the first day of the month.

Start Date

The start date lets the merchant control when the subscription should be billed

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  • Moment of purchase
  • Defined by customer
  • First day of the month
  • Last day fo the month
  • On the 15th of the month

Discounts

A discount on subscriptions can be offered via two different paths:

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Savings Calculations and Infinite Subscriptions

  • Savings Calculation - Manages savings calculations for service products.
  • Infinite Subscriptions - When enabled, the recurring product will be sold to the customer until the customer chooses to cancel the subscription.

Step 2: Billing Frequencies        

Using a Custom Price

A merchant can specify a custom price for each billing frequency. Example: Support fee billed monthly vs. annually

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Adding a new recurring option to the product

A pre-defined billing frequency can be added to the product, and all billing frequencies can also be re-arranged. The example below is for the magazine subscription use case.

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  • Price - If price lock is disabled, the merchant will be able to specify the custom price for the product and each billing frequency. If enabled, the price will be inherited from the native product price in the Magento catalog.
  • Initial Fee - is a fee a customer will have to pay a one-time fee upfront.
  • Preset Qty - if preset qty is unlocked, the merchant will be able to specify a predefined product qty for a billing cycle. In this situation, a customer will receive one magazine per month and 12 magazines throughout the year if the annual billing frequency is chosen by the customer and the merchant is able to ship or deliver the magazine on monthly basis.
  • Default - the merchant can set the default billing frequency for customers to use when looking at the product on their website.
  • Is Disabled - the merchant can disable some frequency if needed

Step 3: Summary

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  • Summary - in the summary page we can see the list of previously selected recurring product configurations.