Understand Subscription Groups with Multifrequency and Term Subscriptions

Important: Subscription Groups with Multifrequency and Term Subscriptions is available only to Maxio Platform and Advanced Billing users. See Understand Term Subscriptions and Add Multifrequency Billing to a Subscription for setup, or contact support@maxio.com if you're interested in either feature.

In Maxio Platform, Transactions, Invoices, and Invoice Line Items are created for each Subscription in a group. Consolidated invoices themselves aren't synced. The creation flow depends on the Subscription type:

• For Evergreen Subscriptions (see Term and Evergreen Subscription Options for setup), Transactions, Invoices, and Invoice Line Items sync to Maxio Platform as each invoice is issued.
• For Understand Term Subscriptions, they sync from the start of the Subscription through its term.

To use Term Subscriptions, Multifrequency must be enabled. You can use Multifrequency without Term Subscriptions enabled.

Invoice dates and billing frequencies

Invoice dates in Maxio Platform are set based on the Invoice creation date in Advanced Billing, which is usually the same as the Invoice issued date. Discrepancies can occur when Member Subscriptions have different billing dates from the Primary Subscription: in this case, Segment Invoices remain pending until the Primary Subscription's billing date is reached.

To keep billing frequencies compatible, the Primary Subscription must have the shortest, or most frequent, billing interval in the group. Member Subscriptions can't have a more frequent billing interval than the Primary Subscription. Multifrequency Subscriptions follow the same rule at the Component level.

How expiration dates affect the group

If the Primary Subscription expires without renewal, every Member Subscription also expires. If a Member Subscription expires before the Primary Subscription, it doesn't affect the Primary. When a Primary Subscription's expiration causes Member Subscriptions to expire, Maxio Platform updates the corresponding Transactions, Invoices, and Invoice Line Items.

Both Evergreen and Term Subscription types can be used within the same Subscription Group, and their respective sync rules apply to each Member Subscription individually.

Related information

For how consolidated invoicing and WhoPays interact with Subscription Groups, see Choose invoice consolidation options.

For how Subscription Groups work overall, see Understand Subscription Groups.