Did you know that you can set your quarterly subscribers so they are rebilled on exactly the same dates throughout the year, regardless of when did they initially subscribed? 🙃

Subbly makes it super easy for you to set this up and handle your quarterly subscriptions! 🤓


First of, in order to begin creating a subscription product, you'll need to go here

From the product creation panel (on the Step 2), you'll need to choose Every 3 Months as an option for both shipping and billing frequency 👇

Next step is choosing the actual dynamics and set of months when your customers will be (re)billed for their subscription 👇

If you're wondering what's considered as an ad-hoc billing at this point, make sure to check an article on ad-hoc billing here.

Finally, after you choose the billing schedule for your quarterly customers, you will be mandated to choose day of the month when your customers will be rebilled. At the moment, you can choose between the 1st or the 15th of the month. 

❗ Other rebilling dates outside of the 1st and 15th of chosen months are currently not supported ❗


How to manage customer's first charge?

Although customer's charges are handled on exact billing dates throughout the year (no matter when they initially sign up) you are still able to manage whether they are going to be billed for their first shipment straight after they finish the checkout or they should wait for the next scheduled renewal date 🙃

You can manage this by switching Charge first order immediately?  trigger ON or OFF from the product panel as in the picture below 👇

Although quarterlies don't have a regular cut-off date functionality as is the case with monthly subscriptions, you can utilize this trigger to manage the cut-off date of the quarterly subscriptions by manually turning it OFF or ON throughout the year. 


Example 1

Just for clarity, we'll give an example on how seasonal billing works in practice 😉

Product setup

  • Billing schedule: 1st of March, June, September and December
  • Charge and generate first order immediately  ticked ON.

Implications

  • Customer signs up on 12th of February. 
  • Customer is billed on the day of sign up (12th of Feb) and his/her first order is created immediately and queued up for shipping. 
  • Customer will be rebilled on the next renewal date on the 1st of March and that's when his/her next order will be generated.

Example 2

Product setup

  • Billing schedule: 1st of March, June, September and December
  • Charge and generate first order immediately  ticked OFF.

Implications

  • Customer signs up on 12th of February. 
  • Customer is not charged straight after the checkout, he/she is just queued up to be charged on the next renewal date (on the 1st of March)
  • Customer is charged for the 1st box on the 1st of March and that's when the 1st order generates for this customer. 

If you have any additional questions/doubts regarding this (or any) other feature or functionality on Subbly, feel free to shoot an email to [email protected] and we'll be quick to answer them all! ✌