Subscriptions

How the pieces fit together

Every subscription answers four questions: who pays, what they bought, how it renews, and where it is in its lifecycle. The state controls which actions you can take.

Start with what you're trying to do

Pick the goal closest to yours. Each path lists articles in the order to read them.

• Create my first subscription

  Add a customer and sign them up to a plan.

  1. Understand Subscriptions
  2. Create a Subscription
  3. Understand the Subscription Preview

• Upgrade, downgrade, or change a plan

  Move a customer to a different plan and see what they'll be charged or credited.

  1. Upgrade or Downgrade a Subscription
  2. Change a Subscription's Plan
  3. When to Credit or Charge for Plan Changes, Upgrades, or Downgrades

• Sell fixed-term contracts that renew

  Set a term, then choose how it renews.

  1. Understand Term Subscriptions
  2. Choose Between Auto-Renewal and Scheduled Renewal
  3. Set Up Auto-Renewal

• Set when billing starts and renews

  Align renewals to a date or start in the past or future.

  1. Understand Calendar Billing
  2. Understand Subscription Backdating
  3. Understand Awaiting Signup

• Run a trial

  Offer a trial, see how it bills, and end it early if needed.

  1. Understand Trialing Subscriptions
  2. Trial Billing Scenarios
  3. End a Trial Early

• Cancel or pause a subscription

  Stop billing now, at period end, or temporarily.

  1. Cancel a Subscription
  2. Schedule a Subscription Cancellation
  3. Put a Subscription on Hold

• Bring a subscription back

  Restart a canceled, expired, or ended-trial subscription.

  1. Understand Subscription States
  2. Reactivate or Resume a Subscription

• Recover failed payments

  Set how and when Maxio retries and notifies customers.

  1. Understanding How Dunning Works
  2. Choosing a Dunning Schedule
  3. Set Dunning Exemptions and Notification Timing

Answers to common questions

The subscription questions customers ask most, and where to find the answer.

• Should I cancel immediately or at the end of the billing period?Cancel a Subscription →
• Will a customer be charged or credited when they upgrade or downgrade?When to Credit or Charge for Plan Changes, Upgrades, or Downgrades →
• Should I use Auto-Renewal or a Scheduled Renewal?Choose Between Auto-Renewal and Scheduled Renewal →
• How do I give a customer a service credit?Give, Deduct, and Apply Service Credits →
• Can I pause a subscription?Understand On Hold and Resume Scenarios →
• What's the difference between reactivating and resuming?Reactivate or Resume a Subscription →
• Why is an option missing from the Actions menu?Manage Subscription Actions Based on Status →
• Where do I set up dunning rules?Choosing a Dunning Schedule →
• How do I stop dunning on a past-due subscription?Cancel Dunning on Past-Due Subscriptions →
• The next billing date passed, but no charge happened. Why?Subscription FAQs →

After your subscription is ready

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