When a subscription is created, the default subscription setting values are used populate the applicable fields for the new subscription. You can also use the default subscription settings to require users to enter one or more subscription dates.
Having default values pre-populated each time a new subscription is created helps to ensure your subscriptions are consistently set up and saves your users a few extra steps during the subscription creation process.
You can override the default subscription values on a subscription basis when creating a new subscription.
To set default subscription settings:
The remainder of this article describes each default setting.
Select Termed or Evergreen.
The Default Term Type setting specifies whether a new subscription has a set term by default or it does not expire. Evergreen subscriptions have no end date, which means your customer will be automatically billed until the subscription is canceled. A termed subscription expires after the number of months specified in the initial term, and can be set to renew for additional renewal terms.
See Subscriptions for more information.
Set the number of months to use for initial subscription terms. You can override this value when creating a subscription.
Set the number of months your subscription will renew for after the initial term expires. You can override this value when creating a subscription.
Select Yes to be able to invoice past your subscription term even when Auto-Renew is disabled. This may be applicable when you have a subscription that includes a free trial period upfront (for one month) and the actual subscription charge begins in month two. In this example, an annual subscription fee would be charged at month two. However, at the end of the subscription term, the subscription would have a credit of one month.
This setting allows a subscription to be invoiced past its term so that you will not have a credit of one month.
If the subscription is not renewed by the customer's next bill cycle date following the term end, then there will be a credit given for the service period that was billed past End-of-Term.
By default, this is set to
Yes for all previously existing subscriptions.
Specify whether subscriptions are to automatically renew after the initial term expires. See Renewing Subscriptions for more information.
Specify whether you must enter a customer acceptance date to activate a subscription. The customer acceptance date is the date on which the customer accepts the services or products within a subscription. See Activating a Subscription for more information.
Specify whether you must enter a service activation date to activate a subscription. The service activation date is the date in which the customer is provided access to the services or products within a subscription.
Zuora Billing has the ability to separate a single charge and bill that charge independently to give you the flexibility to invoice charges independently, allowing you to improve your cash flow by immediately invoicing a charge.
See Invoicing Subscriptions Separately for more information.
Select Yes to apply an automated price change when subscriptions are renewed. Typically, this change is a price increase, and is referred to as an "Uplift." When you set enable this, the Default Price Change for Product Charges and Default Price Increase Percentage Value fields appear.
See Automatic Price Change (Uplift) for Subscriptions for more information.
When the Entitlements feature is enabled in your tenant, you can set the Enable Feature Specification in Product and Subscriptions default value to enable or disable the features functionality. If set to Yes, you can create and update features in product catalog, and you can add features in products and subscriptions.
Specify whether to allow subscriptions that no longer have active product charges to auto-renew.
Specify the default behavior of price changes for products after a subscription renewal.