Subscriptions
Återkommande fakturering
Vad den är till för
Define recurring plans and track customer subscriptions with trial, active, past due and cancelled states, including the next invoice date. It does not create invoices by itself.
Vad paketet gör och inte gör
Recurring plans and customer subscriptions with a trial, active, past due and cancelled flow. It records the next invoice date; it does not create invoices on its own.
Modeller
subscriptions_plan
A recurring offer customers can subscribe to
Läsgrupp: subscriptions.user. Skrivgrupp: subscriptions.manager.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
name | text | none | nej | subscriptions.user | i klartext | Plan name, for example Team yearly |
code | text | none | nej | subscriptions.user | i klartext | Short code of the plan |
interval | select (monthly, quarterly, yearly) | none | nej | subscriptions.user | i klartext | How often the customer is billed: monthly, quarterly, yearly |
price | money | none | nej | subscriptions.user | i klartext | Standard price per billing interval (minor currency units, e.g. cents) |
trial_days | number | none | nej | subscriptions.user | i klartext | Length of the free trial in days |
active | bool | none | nej | subscriptions.user | i klartext | Whether new customers can pick the plan |
subscriptions_subscription
A customer's recurring subscription to a plan
Läsgrupp: subscriptions.user. Skrivgrupp: subscriptions.manager.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
customer_id | ref → party | none | nej | subscriptions.user | i klartext | The customer who subscribed |
plan_id | ref → subscriptions_plan | none | nej | subscriptions.user | i klartext | The plan subscribed to |
started_on | date | none | nej | subscriptions.user | i klartext | Date the subscription began (YYYY-MM-DD) |
trial_ends_on | date | none | nej | subscriptions.user | i klartext | Date the free trial ends (YYYY-MM-DD) |
next_invoice_on | date | none | nej | subscriptions.user | i klartext | Date the next invoice is due (YYYY-MM-DD) |
recurring_amount | money | none | nej | subscriptions.user | i klartext | Amount billed each interval after discounts (minor currency units, e.g. cents) |
currency | text | none | nej | subscriptions.user | i klartext | ISO 4217 currency code, for example EUR |
seats | number | none | nej | subscriptions.user | i klartext | Number of licences or users covered |
cancel_reason | longtext | none | nej | subscriptions.user | i klartext | Why the customer cancelled |
state | select (trial, active, past_due, cancelled) | none | nej | subscriptions.user | i klartext | Subscription status: trial, active, past_due, cancelled |
Arbetsflöden
subscriptions_subscription
| Åtgärd | Flyttar | Vem får köra den | Godkännande |
|---|---|---|---|
subscriptions_subscription.activate | state: trial → active | subscriptions.manager | nej |
subscriptions_subscription.mark_past_due | state: active → past_due | subscriptions.manager | nej |
subscriptions_subscription.recover | state: past_due → active | subscriptions.manager | nej |
subscriptions_subscription.cancel_trial | state: trial → cancelled | subscriptions.manager | ja |
subscriptions_subscription.cancel | state: active → cancelled | subscriptions.manager | ja |
subscriptions_subscription.cancel_overdue | state: past_due → cancelled | subscriptions.manager | ja |
Behörighetsgrupper
Grupper som den här appen använder:
subscriptions.managersubscriptions.user
Steg som kräver godkännande
Steg som en agent bara kan föreslå:
subscriptions_subscription.cancel_trialsubscriptions_subscription.cancelsubscriptions_subscription.cancel_overdue
Vad agenter kan och inte kan göra
En agent kan läsa, söka, skapa och uppdatera poster i den här appen, och köra de åtgärder som inte kräver godkännande, inom behörighetsgrupperna för sin token.
Den kan bara föreslå de här stegen, och en person måste godkänna dem: subscriptions_subscription.cancel_trial, subscriptions_subscription.cancel, subscriptions_subscription.cancel_overdue, subscriptions_plan.delete, subscriptions_subscription.delete.
Beroenden
base
Installera
Installera den från appen Customize (Marknadsplats), eller från kommandoraden:
obop modules install-from subscriptionsKräver en databas och administratörsbehörighet.