Subscription Packages are similar to the other types of Transactions in ShoutCMS: They are associated with a Contact, can be created through the Checkout or the Administration Console, and may contain multiple Product Options, Line Items, Taxes, and Shipping Fees. Sales & Promotions can also be applied to Subscription Packages. However, instead of being sent directly to a customer and processed like most Transactions, the Subscription Package is used as a template to generate Subscription Invoices on a customizable schedule.
Once a Subscription Invoice has been generated, it will either be sent to the customer to be paid or processed automatically if that feature is supported by one of the installed Payment Processors.
Subscription Packages are created automatically whenever Subscription Products are purchased from your online store. Refer to the section on Subscription Products for more information.
Site administrators can create Subscription Packages using the Administration Console. Ensure that you are familiar with Creating a Transaction before continuing with this section of the guide.
Only the fields that are specific to Subscription Packages are discussed in this section of the guide. Refer to Creating a Transaction for more information.
By default, ShoutCMS does not force the billing cycle of a Subscription Package to align with any particular day of the month. Instead, the billing cycle begins on the day that the first Subscription Invoice is due. If a Subscription Package is created through the Checkout, it's billing cycle will begin immediately.
ShoutCMS supports an alternate configuration called "Pro-Rating" which allows the start-date of the billing cycle to be defined separately from the due date of the first Subscription Invoice. If a Subscription Package is created through the Checkout when Pro-Rating is enabled, the billing cycle will begin at a pre-determined time, and the customer may be charged for a partial billing cycle. This method is useful when there is a business need for billing to occur on a specific day of the month.
Pro-Rating is available by request. Please contact our Customer Care team to learn more.
Your customers can create their own Subscription Packages by purchasing a Subscription Product from your store.
Any Product can be defined as a Subscription Product by checking the following box:
ShoutCMS will automatically include a description of the billing cycle in the Checkout whenever a Subscription Product is purchased:
As well as on the Online Order or Subscription Invoice:
When a customer purchases a Subscription Product, their first billing cycle (and any other Products in their Shopping Cart) will be billed as an Online Order. The remaining cycles will be billed as Subscription Invoices.
Subscription Invoices are generated automatically once per day, a set number of days before the Due Date of their Subscription Package. The lead time can be configured under the Order Options area in the Store Settings:
To manually generate the invoices for the current day:
Some Payment Gateways provide a secure method of retaining your customer's credit card details for future purchases. If you have an account with one of the recommended Payment Gateways and would like to enable the secure wallet, please contact our Customer Care team.
Subscriptions and Subscription Invoices can be viewed in the same way as any other Transaction.
Recurred Invoices can be manually processed in the same way as any other Transaction. If the Wallet functionality has been enabled on the site, they will be processed automatically on the day they are due.