Ezypay automatically generates future invoices based on information in the customer's subscriptions to provide clarity on future billings, while also supporting the ability to make changes to future billings.
You can change the details of an invoice that has not yet been issued. Changing the details of a future invoice (API) will only affect that invoice, subsequent subscriptions will remain unchanged. Future invoices allow you to change the following:
You can change the date the invoice is issued. However, you can only change the date within the range of the invoice's current subscription billing cycle start and end date. For example, if that invoice has a weekly billing cycle between 11 Jan to 18 Jan, the new invoice date must be within that range.
If you want to move the invoice date outside its billing cycle, you will need to delete that future invoice and edit the future invoice that is in the next billing cycle. For example, if you have an invoice that is planned for a March monthly billing cycle but you want it issued on a specific date in April, then you will need to delete the March future invoice and edit the April future invoice date.
You can change the amount that will be charged in the invoice. The following options are available:
subscription_payment- Changes the original subscription amount for this invoice item. For example, you are charging a customer a monthly subscription but want to give a discounted (or free) month, you can choose this variable and set the amount to the discounted value. When this invoice is issued to the customer, it will show the discounted amount. If not specified, then the amount will remain unchanged as defined in the original subscription.
addon_payment- Adds an additional payment invoice item in addition to the base subscription amount. For example, you are charging a customer a monthly subscription and the customer attends an extra workshop. You can choose this variable and set the amount to the workshop's entrance fee. When this invoice is issued to the customer, it will show both the monthly subscription and the additional workshop entrance fee. If not specified, then any previously created addon_payment invoice items will be removed from the invoice.
setup_payment- Updates the setup payment in addition to the base subscription amount. For example, you are charging a customer a monthly subscription and want to add a one-off joining fee for orientation. You can choose this variable and set the amount to the orientation fee. When this invoice is issued to the customer, it will show both the monthly subscription and the setup fee. If not specified, then the setup_payment is removed from the invoice.
You can view a detailed list of future billings by calling a list of future invoices (API).
You can pause an on-going subscription by deleting a future invoice (API). When you delete a future invoice, no invoice will be issued for that cycle but billing will continue as usual for the next billing cycle. If you have a fixed number of billing runs, this number is maintained and an additional billing cycle will be added automatically to replace the deleted invoice. This allows you to let customers skip an invoice payment for that billing cycle without changing the number of billing runs.
If you want to remove an invoice without replacing the invoice, you should change the future invoice instead of deleting. For example, a customer is paying a 6-month subscription. As part of a promotion, you want to give the last month for free to thank the customer for their loyalty. Deleting the future invoice will only skip the 6th month and the customer will be charged on the 7th month. To avoid this, simply ^update the future invoice for the 6th month and set the subscription_payment amount to 0.
If you have received a payment in advance for the future invoice and this payment was made outside Ezypay's system, you can record an external payment for the future invoice (API).
Updated over 1 year ago