Overview
There are several ways to handle subscriptions that do not auto renew at the end of the subscription term, and the appropriate action depends on whether you want to renew or cancel the subscription.
Solution
A subscription can be either Evergreen or Term:
- An Evergreen subscription never ends and does not require renewals.
- A Term subscription has a pre-defined Initial Term, Term Start Date, Term End Date, and Renewal Term. Term subscriptions can be set to renew automatically (Auto Renew) or require manual intervention to renew.
When a Term subscription that is set to Auto Renew reaches its Term End Date a Renewal Amendment is automatically created and the subscription starts a new term.
When a Term subscription that is not set to Auto Renew reaches its Term End Date, the subscription enters a status of Out of Term. Zuora does not automatically cancel subscriptions in this state and they will not invoice. Intervention is required to either Renew or Cancel the Out of Term subscription.
For more info see these topics:
Related
Topics
- Subscription Charge Display
- In the subscription, under Product & Charges, you can view your charges grouped by product, trigger condition, or key statistics. You can also view the date in which the charge was invoiced through and the history for that charge.
- Subscription Views
- Use the Subscription Views area (located in the upper-right of the Subscriptions page) to quickly see the status of your subscriptions, and view subscriptions by status.
- Creating Subscriptions
- You must first create your customer accounts before you can create your subscription. Once you have a customer account, you can create subscriptions for that account in three different ways. The easiest way to create a subscription is from the Customer Accounts page. You can also create a subscription from the Subscriptions page or from a product page.
- Previewing a Subscription
- You can preview a subscription at any time (when the subscription is in draft, active, or canceled status) to see the invoice charges that will be generated by the subscription.
- Troubleshooting Bill Runs
- This topic provides information to help you determine why an expected invoice was not generated from a bill run.
- Invoice Subscriptions to Different Accounts
- Using the Invoice Subscription to Different Accounts feature, you can configure a subscription in an account to be rated and billed by a billing run initiated from a different account. This is typically used to create a hierarchical billing situation for larger companies with many departments, divisions, or subsidiaries.
- Subscription and Amendment Dates
Troubleshooting
- How do I allow my customers to increase or decrease the units associated with a subscription?
- How do I amend subscriptions? (Upgrades, downgrades, add-ons)
- How do I automatically notify my customers of subscriptions coming up for renewal?
- How do I create a refund in UI and API (including shutting off a subscription)?
- How do I determine current RatePlanCharges and map back to active subscriptions?
- How do I handle free trials in Zuora?
- How do I properly cancel or downgrade customers to avoid issuing a credit or refund?
- How do I select from more than 15 products and rate plans when adding them to a new subscription?
- How do I stop billing a customer who discontinued their subscription?
- How do I undo a change made to a subscription (delete an amendment)?
References
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