Creating a subscription

A Subscription can be created either manually by Account Managers directly in Meteroid, or automatically when End Users subscribe through their Portal. In both cases, the Subscription is recorded in Meteroid.

To create a subscription manually:

• Go to Billing > Subscription and click ”+ New Subscription”.
• Choose a Plan from your existing Product Catalog. You can use the Pricing section to customize the pricing inherited from the Plan.

💡 Note: When assigning a subscription, customizing the information inherited from the Plan does not affect the original Plan.

• Assign the plan to a Customer by selecting one from the list.
• Set the Start Date using the “From Date” field. If needed, define an End Date with the “To Date” field. If no End Date is set, the Subscription will continue indefinitely until it is canceled.

💡 Note: If the Start Date is set in the future, the Subscription will remain in Pending status until that date is reached and the payment is successfully processed. Once these conditions are met, the Subscription will automatically move to Active (cf. Managing Subscriptions). When an End Date is defined, the Subscription will automatically transition to Expired status once that date is reached.

💡Note: If a Subscription is created with a start date in the past, a Skip past invoices option appears. If enabled, Meteroid will not generate invoices for past billing periods and will only consider the current billing period and future ones. This is particularly useful when migrating or importing existing Subscriptions into Meteroid, as it prevents double invoicing Customers for periods that have already been billed outside of Meteroid.

• Choose a Billing Cycle:

  • 1^st of the month: Customers will be charged each billing period (e.g monthly) the 1^st of the month.

    💡 Note: For the first Invoice, the Customer will be charged for the full month, even if they subscribed mid-month.

  • Anniversary date of the Subscription: Customers will be charged each billing period (e.g monthly) at the Subscription’s anniversary date.

• Configure Advanced Settings:
  • Auto-Advance Invoice: When activated, the invoice is first created in Draft status and automatically transitions to Finalized status at the end of the Grace Period. When deactivated, the Invoice remains in Draft status until it is manually finalized by selecting Actions > Finalize & Send.
  • Charge Automatically: When this setting is enabled, and if a Payment Method is configured in Settings > Payment Methods, Meteroid will automatically charge the Customer once the invoice is finalized.
  • Purchase Order (PO): You can enter a PO number associated with the Subscription. This PO number will be automatically displayed on every invoice generated from that Subscription.
  • Activation condition:
    • On start date: If the start date is in the past, the subscription is created with the Active status. If the start date is set in the future, the subscription is created with the Pending status and automatically moves to Active once the start date is reached
    • On Checkout: The subscription is created with the Pending status and automatically moves to Active once the Customer completes the payment through the checkout flow
    • Manual activation: The subscription is created with the Pending status and remains pending until manually activated. To activate it, go to the subscription and click Actions > Activate Subscription
  • Payment methods strategy:
    • Default: Meteroid tries to use any online payment methods configured in Settings > Payment Methods for the invoicing entity (e.g., credit card, direct debit). If no online payment method is configured, a “Pay online” button appears on the invoice, redirecting the Customer to bank details to complete the payment manually.
    • Bank transfer: If bank account details are configured in Settings > Payment Methods, these details are automatically displayed on the invoice. The Customer is expected to pay using a manual bank transfer.
    • External: Payment is handled entirely outside of Meteroid.