Common Billing Scenarios

Common Billing Scenarios

Reference

Basic Recurring

Create a product. Follow the guidelines for creating a basic Recurring Product (you can think of it as a “Recurring Plan”), so your customers can subscribe to your offering and be billed on a recurring basis.

Basic Recurring with Taxes

  1. Create a product AND…
  2. When defining your product, make the product subject to taxes.
  3. Enable Taxes

Recurring with Fixed Setup Fee

  1. Create a product AND…
  2. Define your Setup Fee

Recurring with Variable Setup Fee

  1. Create a product AND…
  2. Create A Metered Component as your Variable Setup Fee AND…
  3. When defining your Metered Component, set the Name to “Setup Fee” (or something similar), set the Unit Name to a singular version of your currency, and define your pricing with fractional quantities enabled. This will allow for a custom setup fee down to the penny.

Recurring with Setup Fee and Trial

  1. Create a product AND…
  2. Define your Setup Fee (using a Fixed setup fee) AND… Choose When to Charge Setup Fee - The “When to Charge the Setup Fee” option only applies to the setup fee cost defined in the Initial/Setup Fee field.

Example above: This is a free trial for 7 days with a $15 setup fee that charges before the trial begins. Alternatively, you can charge the setup fee after the trial period.

Free Trial with Credit Card Required

  1. Create a product AND…
  2. When defining your Product, set Price to $0, and set Recurring Period to the length of your free trial. Keep Payment Method Settings enabled to require your customer to enter their credit card.
  3. Create Component(s) (if necessary). Any components you create will not be billed until the end of the free trial.

Example 29.99/mo with a 30 day free trial. Credit Card Required.

Free Trial with No Credit Card Required

  1. Create a product AND…
  2. When defining your Product, set Price to $0, and set Recurring Period to the length of your free trial. Disable Payment Method Settings so your customer is not required to enter a credit card. AND…
  3. Choose what happens after the trial ends when there is no card on file. (see Trial Type)
  4. Create Component(s) (if necessary). Any components you create will not be billed until the end of the free trial.

Example: Disabling the payment method requirement is the key step

Recurring with Coupon

  1. Create A Product
  2. Create Component(s) (if necessary)
  3. Create Coupon(s)
    • Go to Setup Tab
    • Click “Create Coupon”
    • Define your coupon (see image below)
  4. Enable your coupon
    • If using the public payment pages, enable the coupon by going to Setup Tab -> Public Signup Pages -> Edit (for a given Product) -> Checkmark “Display coupon?”
    • If using Chargify Direct, you can pass coupon_code in your form. https://docs.chargify.com/api-signups

Tip: Use the “Recurring Discount?” to define how often the coupon will be used for your customer

Invoice Your Customers

  1. Create a product AND…Create Component(s) (if necessary)
  2. Configure your Invoice Settings (if necessary)
  3. Subscribe your Customer to an Invoice Style Billing
  4. Go to the Subscriptions Tab
  5. Click “Create New Subscription”
  6. Enter the Information
  7. Choose “Invoice Billing” and click “Create Subscription”

Recurring Product on Shopify

  1. You must have a pre-existing Shopify installation, as it is no longer available.
  2. Create a product: When creating your product, be sure to require shipping and billing address.
  3. Include Zip Code Validation (optional). This will validate valid zip codes for US and Canada. Copy/paste the Javascript into your Javascript settings in Chargify (Settings Tab -> Public Page Default Settings -> Javascript). If you would like to test this functionality, go to this example payment page and type an invalid zip code such as ‘1234’ and click or tab out of the zip code box.