Understand specific charge days
You can charge your customers on a specific day of the week or month.
Customers will always be charged immediately at the time of checkout.
Their subsequent orders will be on the day you have set.
For example, if a customer places an order on October 10th and you charge your recurring customers on the 15th, the second order will be on October 15th.
Understand cutoff days
When using this functionality, it is also recommended to set up the number of cutoff days to a number to prevent customers from being double-charged.
For example, if you set the number of cutoff days to 5, then all orders that were made more than 5 days before the 15th of the month will get scheduled on the first 15th of month that comes after the initial order. But any order created in the period of 5 days before the 15th of the month will automatically skip the next 15th day and will be scheduled in the next month.
In our previous example, if you set the number of cutoff days to 5 and a customer places an order on October 10th and you charge your recurring customers on the 15th, the second order will be on November 15th. But if you set the number of cutoff days to 5 and a customer places an order on October 9th and you charge your recurring customers on the 15th, the second order will be on October 15.
Cutoff days create an interval between the day a customer goes through checkout and when you bill your customer again for their recurring order.
Checkout orders submitted before the cut-off day will have the next order process on the upcoming order date. If a customer orders after the set cut-off day, their next order will skip the next upcoming order date.
The cut-off window settings work exclusively with the specifc charge day setting. A specific day of the week or month must be set.
The pictures below highlight different examples depending on when customers placed their initial order.
Set specific charge days and cutoff days in a subscription
In order to charge your customers on a specific day of the week /or month, you must have an auto-charging subscription rule with a selling plan with a weekly or monthly interval type. When the weekly or monthly interval type is selected, you will see an option to select a day in the week or month when you want to charge your customerssubscription frequency set in weeks or months.
Go to Subscription rules > Create subscription rule
Select Auto-charging rule
Scroll down to Subscription frequency, set the frequency for how often the customer will be charged. For the purpose of specific charge dates, you can only select weeks or months.
Варианты в выпадающем списке Charge customer on this day:
The same day as when the initial order was made
1 - 31 (если настроено 31, но в месяце 30 дней, то чарджить в этот месяц 30-го. если 29, то 29-го. если 28, то 28-го)Set cutoff days
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Note: Updating a specific charge day and cutoff days in a subscription rule will not impact existing subsc |
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Tip: You can use a cut-off day for pre-paid subscriptions. The cut-off day will determine whether the $0 shipment order should occur the following month on your typical "charge" day, or the month after next (in the event a customer purchases after your cut-off day). |
Update specific charge day for existing customers
Go to Customer subscriptions > Subscription
Click Edit
Set specific charge date. This will also auto-update the upcoming charge date to reflect this change
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Note: This feature will only work if your interval unit type is weeks or months. Adjusting the unit type to days while using a specific charge day will result in an incorrect upcoming order date. |