Subscriptions
When your customers are ready to start paying you, a subscription can be applied to their Recurly account. This subscription will tell Recurly how often and how much to bill the customer.
Dashboard
Your subscriptions dashboard provides an overview of all accounts with subscriptions managed by Recurly. From this view you can sort your subscriptions by account, plan code, subscription status, subscription creation date, or next subscription invoice date. The filters on this view allow you to bucket accounts by subscription status for easy sorting. Categories overlap and are not necessarily distinct, e.g. the Live filter will return both Renewing and Canceled subscriptions.
- Live
- All active subscriptions.
- Renewing
- Live subscriptions that will renew after the current billing period.
- Trial
- Live subscriptions that are in a trial period.
- Canceled
- Live subscriptions that will not renew after the current billing period.
- Past Due
- Live subscriptions with a past-due invoice.
- Future
- Live subscriptions that will become active when the start date arrives.
- Expired
- Inactive subscriptions.
Applying Subscriptions
An account can be subscribed to a plan a number of ways:
Please see our getting started guide to see which integration method is best for your business.
Properties
- Plan
- The subscription's subscription plan.
- Unit Amount
- The subscription's base price per billing period. Default: the plan's unit amount.
- Quantity
- Default: 1.
- Subscription Add-ons
- Plan add-ons applied to the subscription.
Multiple Subscriptions
An account may signup for multiple subscriptions. Each subscription is invoiced and billed separately. An account is limited to one subscription per plan, but you can increase the Quantity of an account’s subscription.
Editing Subscriptions
A subscription can be edited to modify the default price or quantity. Edits can also be made to add additional products (add-ons) to the plan. A subscription change can be issued Immediately or At Next Renewal. Subscription changes issued at renewal will update when the subscription next renews and include no prorations, while changes issued immediately will calculate a prorated charge or credit and update the subscription immediately.
If a subscription has a pending change, any subsequent subscription edits will overwrite those changes. Pending changes can be cleared by updating the subscription plan Immediately with no other changes.
Cancellation
A subscription that is canceled will continue through its current billing cycle. At the end of the current bill cycle the subscription will terminate and the customer will no longer be billed.
Termination
A subscription that is terminated will stop immediately. At the time of termination you will be presented with several refund options (if applicable to the account’s last transaction). You may also terminate a subscription with no refund and then manually refund specific transactions.
Reactivation
A subscription that is canceled can be reactivated. This will bring the subscription back into an active, renewing state on the customer’s original bill cycle. A expired subscription cannot be reactivated; instead a new subscription plan will need to be applied to the account.
Postponement
By default your subscribers are billed on the anniversary date of their subscription signup. If this date needs to change for any reason, a subscription can be postponed. A postponed subscription will receive no further invoices until the postpone date occurs.
When a subscription is postponed, the bill cycle date will be permanently modified for all future renewals.
Grandfathering
If a subscription plan is altered, the changes will only impact new subscribers—your current subscribers remain grandfathered in at the subscription plan terms they agreed to at time of subscription signup. Price grandfathering does not apply to changes in bill cycle (ie, monthly to yearly), however, so changes to billing frequency should be made with a new subscription plan.
CSV Export
Your subscriptions dashboard allows a full export of your customer subscription data in CSV format. This export contains the following columns: uuid, account_code, plan_code, state, auto_renew, unit_amount_in_cents, currency, quantity, current_period_started_at, current_period_ends_at, trial_started_at, trial_ends_at, total_billing_cycles, remaining_billing_cycles, activated_at, modified_at,canceled_at, expires_at.