The Subscription Groups with Multi-frequency and Term Subscriptions feature is available only to Maxio Platform + Advanced Billing users. If you are interested in using either the Multifrequency or Term Subscription features, contact support@maxio.com.
In Maxio Platform, Transactions/Invoices/Invoice Line Items are created for each Subscription. It's important to note that consolidated invoices are not synced. The creation flow depends on the Subscription type:
- For Evergreen subscriptions, Transactions/Invoices/Invoice Line Items are synced to Maxio Platform as each invoice is issued.
- For Term subscriptions, Transactions/Invoices/Invoice Line Items are synced from the start of the subscription through its term.
Note, to use Term Subscriptions, Multifrequency must be enabled. However, you may 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. In general, the Invoice created date is the same as the Invoice issued date. However, 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. In other words, Member Subscriptions can't have a more frequent billing interval than the Primary one. Multifrequency Subscriptions follow the same rules and take into account the Component billing frequencies. The Primary Subscription's billing interval must be as frequent, or more frequent, than any of the Member Subscriptions' billing intervals.
See Also: Invoice Consolidation Options
About Expiration Dates
If the Primary Subscription expires without renewal, all Member Subscriptions will also expire. If a Member Subscription expires before the Primary, it doesn't affect the Primary Subscription. When a Primary Subscription expires and causes Member Subscriptions to expire, then the Transactions/Invoices/Invoice Line Items are updated in Maxio.
Both Evergreen and Term Subscription types can be used within the same Subscription Group, and their respective management and transaction rules apply.