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Knowledge Center > Billing and Payments > Billing Settings > Define Default Subscription Settings

Define Default Subscription Settings

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:

  1. Click your username at the top right and navigate to Billing > Define Default Subscription Settings.
  2. Click edit.
  3. Set the default settings.
  4. Click save.

The remainder of this article describes each default setting.

Default Term Type

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.

Default Initial Term (months)

Set the number of months to use for initial subscription terms. You can override this value when creating a subscription. 

Default Renewal Term (months)

Set the number of months your subscription will renew for after the initial term expires. You can override this value when creating a subscription. >

Invoice Past End-of-Term when Auto-Renew is OFF?

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.

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.

Default Subscriptions to Auto-Renew?

Specify whether subscriptions are to automatically renew after the initial term expires. See Renewing Subscriptions for more information.

  • If you select Yes, your subscription will automatically renew for the number of months specified in the renewal term.
  • If you select No, the subscription expires after the initial term ends.

Require Customer Acceptance of Orders?

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. 

Require Service Activation of Orders?

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.

Enable Subscriptions to be Invoiced Separately?

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.

Enable Automatic Price Change when Subscriptions are Renewed?

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.

Enable Feature Specification in Products and Subscriptions?

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.

Default Price Change for Product Charges

Specify the default behavior of price changes for products after a subscription renewal.

  • No Change does not allow price changes for products.
  • Percentage Increase lets you choose a percentage value for the price increase. Enter the percentage price change that you would like to apply in Default Price Increase Percentage Value.
  • Use Latest Product Catalog Pricing uses the price for the product that is in the product catalog when a subscription is renewed.

Enable Subscription auto-renew when there's no product in subscription?

Specify whether to allow subscriptions that no longer have active product charges to auto-renew.

  • Yes allows subscriptions to follow your current subscription renewal settings.
  • No prevents auto-renewal on subscriptions that do not have any active product charges.

Subscription Auto Renew Job Type

Specify whether to trigger the auto-renew job based on the system default time or your specified time. 

  • System Default. Zuora triggers the auto-renew job using the system default time. The system default time is at 9:00 am UTC (Coordinated Universal Time) regardless of your tenant time zone.
  • Tenant Specified Time. Zuora triggers the auto-renew job based on the time you set in the Subscription Auto Renew Job Time setting. 

By default, the system default time is used. For more information, see Renewing Subscriptions Automatically.

Subscription Auto Renew Job Time

Specify the run time when auto-renew is triggered. This setting is only available if you set the Subscription Auto Renew Job Type setting to Tenant Specified Time.

The run time you set is using your tenant time zone

Last modified
19:15, 18 Jun 2017

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