Understand charging on a specific day and cutoff days
Understand charging on a specific day
You can charge your customers on a specific day of the week or month.
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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 and the following orders will be on the 15th of every month.
Without charging on a specific day, if a customer places an order on October 10th, the second order will be on November 10th and the following orders will be on the 10th of every month.
Understand cutoff days
When charging your customers on a specific day, it is also recommended to set up the number of cutoff days. They are needed in order not to a number to prevent customers from being double-chargedbill a customer twice in a single billing period.
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 cutoff day will have the next order process processed on the upcoming order date. If customers customer makes a subscription order after the set cutoff day, their next order will skip the next upcoming order date.
The cutoff days settings work with the specifc specific charge day settings only. A specific day of the week or month must should be set.
If Let’s say you set the number of cutoff days to 5, then . 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 for 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.
Examples
Without cutoff days
Frequency - 1 week
Initial order day - Tuesday 2th
Number of cutoff days - 0
Specific charge day - Wednesday
Next charge day - Wednesday 3th
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With cutoff days
Frequency - 1 week
Initial order day - Tuesday 2th
Number of cutoff days - 1
Specific charge day - Wednesday
Next charge day - Wednesday 10th
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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 pay-per-delivery subscription rule with a subscription frequency set in weeks or months.
Go to the Subscription rules page
Click Create subscription rule
Select Auto-charging rule
Scroll down to Subscription frequency and set the frequency for how often the customer will be charged.For the purpose of specific charge dates, you can only select Pay-per-delivery subscription type and subscription frequency set in weeks or months.
Scroll down to Charge customer on this day of month / week:
- When the initial order was made, 1 - 31 (for months)
- When the initial order was made, Monday - Sunday (for weeks).
Select on one of the specific days (1 - 31 for months of Monday - Sunday for weeks)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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If you set to charge customer customers on 31th the 31st of the month but there are 30 days in the month, so the charge will be on the 30th in of this month. |
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Updating a specific charge day and cutoff days in a subscription rule will not impact existing subscriptions. |
Update specific charge day for existing
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subscriptions
Go to Customer subscriptions > Subscription > Payment schedule
Click Edit
Set specific Change the 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. |