Create an issue-based subscription

Preliminary Remarks

With an issue-based subscription, it is possible to sell an offer with one or more price steps and/or issues.

🚫 Limitations

The following limitations apply to issue-based subscriptions:

Multiple products within an issue-based offer are not supported.
Bundles within an issue-based offer are not supported.
Age-related rules cannot be applied.
Up-selling and down-selling are not supported.
Cross-selling is only supported if the issue-based offer is the source offer (with a tag).
Multi-user offers are not supported.
Cross-client offers are not supported.

Product contracts are required to create a subscription. These can be created either before or during the offer creation process. More information on product contracts >> Create product contract and Application Examples Product contracts

Note: A price sheet is required to create a product contract within the offer creation, which must have already been created before the offer creation.

Billing

The timing of invoice generation depends on whether the subscription is single-step or multi-step.

Single-step, recurring subscription

The invoice is issued on the first publication date of the new period. The customer receives the invoice along with the first issue of the new period.

The subscription (offer) remains unchanged - as indicated by the fact that the subscription ID does not change.

Multi-step subscription

The invoice for the subsequent period is issued on the last publication date of the preceding step. The customer therefore receives the invoice for the second step along with the last issue of the first step.

When changing steps, a new subscription is created - indicated by the fact that the subscription ID changes.

Create an issue-based subscription

The form for creating an issue-based subscription is divided into 3 tabs.

Base data
Product
Summary

Base data tab

Assign internal title* of the offer.
Optionally sort into a folder structure.
Select the number of steps the offer should have.
For example, if an offer is to be created with a free trial period and a chargeable period, two steps can be defined.
Offer* is the public title of the offer.
This title is displayed to the customer in the checkout.
Enter legal advice* and optionally add additional title description, description and summary.
These texts are displayed to the customer in the checkout, in the invoice and in the order confirmation.
Optionally select misuse rule.
Optional define management of the offer.

Product tab

Define Internal Title.
Select Delivery List*.
For issue-based subscriptions, only analog delivery lists may be added.
Assign access right* .
Accounting and Tax Information
- Optionally, add ledger.
- Optionally, add cost center.
- Add Tax Type*.

Enter the following information per step:

Enter a Product title for this step. This title appears on the invoice.
Optionally, add legal advice and summary.
Select an Issue-Based Product Contract*.

Summary tab

All the details of the offer, the product and the steps, are broken down again in the table so that the parameters can be checked again and edited if necessary.