Subscriptions

Recurring payments with Cards

Subscriptions Management Summary

Subscription invoices are automatically generated by the system based on billing cycles and reminder configurations. Subscriptions must be created with valid plans and billing cycles, and reminder configurations must be defined during subscription creation to specify when invoice actions should occur.

The process begins when the system identifies subscriptions approaching their billing due date, which is determined by the subscription's billing cycle (e.g., MONTHLY, QUARTERLY). The system then checks the reminder configuration to determine the exact timing for invoice generation. The invoice is generated and associated with the subscription based on the first reminder configuration defined in the array.

On the specified period defined in the first reminder configuration, the system generates the subscription invoice. The system then handles payment and notifications differently based on whether the user has a saved payment method. If the end user has saved a card, the system initiates payment as per the reminder configuration (e.g., 5 days before billing due date) and sends a payment confirmation notification right after the invoice is generated and payment is initiated. If no card is saved, the invoice is made available to the user and a payment request notification is sent, prompting manual payment.

After successful invoice generation, the subscription invoice is successfully generated and linked to the subscription. The end user is notified accordingly - if the user has a saved card, they receive a payment confirmation notification after automatic payment, and if the user has not saved a card, the system sends a payment request notification for payment.

The billing cycle determines the base frequency of subscription renewals and sets the billing due date for each cycle, while the reminder configuration controls the precise timing of invoice generation relative to the billing due date, determines when automatic payment attempts occur (if applicable), and schedules user notifications for payment requests or confirmations. Multiple reminders can be configured to send notifications at different intervals, with the first reminder configuration used for the initial invoice generation timing.