Company Settings - Subscription

Overview

Subscription configurations control the features of subscriptions created through the PeakCommerce platform. These settings are applied tenant-wide.

Subscription configurations are located under Company Settings > Company Information > Site Configurations > Subscription.

Each of these subscription settings can be managed by an admin by clicking the edit button in the right-hand corner of Site Configurations.

Subscription Settings

A description of each of these settings can be found below in the order they appear on the Company Settings page.

Signup Profile (deprecated)

This profile is assigned to a Portal user created from the legacy self-registration page or from API callout. 

Partner Signup Profile (deprecated)

This partner profile is assigned to a Portal user created from the legacy self-registration page or from API callout.

Signup Currency (deprecated)

This currency is assigned to a Portal user created from the legacy self-registration page or from API callout.

Invoice Settlement

Invoice Settlement is a new feature in PeakCommerce that can be requested to be enabled. If invoice settlement is enabled in the billing tenant, it will need to be enabled here in Peak as well. It allows advanced payment management, credit and debit memos, and item-level transactions. Credit cards and other electronic payments are still supported in the Peak platform if this feature is enabled. The Gateway Id must be provided in site configurations for this feature to work.

For more information, view Invoice Settlement.

Gateway Id

This Gateway Id is specific to the Invoice Settlement feature. If it is not provided when invoice settlement is enabled, an error will result.

Parent Subscriptions Allowed

This feature allows Partner Account Executive roles to view and manage their own subscriptions if they have any. When this configuration is checked, it will add the My Subscriptions tab into the navigation on Partner Account Executives' portals. This only works when the user has permission to view current charges at the profile level subscription settings (see image below).

Update Journey Subscription Not Matched Message

Here a custom error message may be typed out. This default error message is displayed to the end-user when trying to update a product currently in their subscription that is not associated with the journey assigned to their profile for change orders.

For example, John Smith is subscribed to the Gold plan and wants to upgrade to Platinum. However, the Gold plan is no longer being sold, so it has been removed from the journey. John's current Gold plan is not recognized on the change order journey containing the Platinum plan, so this error message will appear.

To avoid this error, the change order journey's category must be entered in the Other Categories field of the current journey's Configurations. The product HTML of the upgraded product must be entered in the Other Product HMTL field here as well (see below).

Renew Journey Subscription Not Matched Message

Here a custom error message may be typed out. This default error message is displayed to the end-user when trying to renew a product currently in their subscription that is not associated with the journey assigned to their profile for renewal orders.

For example, John Smith is subscribed to the Gold plan and wants to renew his plan. However, the Gold plan is no longer being sold, so it has been removed from the journey. John's current Gold plan is not recognized on the change order journey assigned to his profile, so this error message will appear.

To avoid this error, the renewal order journey's category must be entered in the Other Categories field in the current journey's Configurations. The product HTML of the renewal product must be entered in the Other Product HMTL field here as well (see below).

Navigation Bar Position

This configuration controls where the navigation bar appears in an e-commerce flow. It can be at the Top, Bottom, or Both.

The example below shows the navigation bar displayed at the bottom of an e-commerce page.

Product Name Display Level

This determines what the user sees when viewing their subscriptions on the My Subscriptions page. It can either show the product name, rate plane name, or rate plan charge name from the billing system.

Signup Bill Cycle Date

This determines the bill cycle day that is set on subscriptions. It can either be the 1st Day of Month or Auto-set to a particular day.

Contract Effective Date Input Type

This applies to when Account Executives/Partners sign up new clients. On the Terms step, the Contract Effective Date field can either be a date picker to select a date or a text field to set the number of days manually.

Service Activation Date Input Type

This applies to when Account Executives/Partners sign up new clients. On the Terms step, the Service Activation Date field can either be a date picker to select a date or a text field to set the number of days manually.

Customer Acceptance Date Input Type

This applies to when Account Executives/Partners sign up new clients. On the Terms step, the Customer Acceptance Date field can either be a date picker to select a date or a text field to set the number of days manually.

Bundle Code Custom Field

PeakCommerce customers are able to build product bundles that include multiple rate plans from the billing system on one product in Peak. When a subscription with the bundled product is submitted to the billing system, all of the rate plans in the bundle will be applied to the subscription accordingly. This custom field's purpose is to track these bundles as a whole in the billing system, instead of only being able to track each rate plan individually. The bundle code created on a product in Peak will be written into the API of this custom field in the billing system.

Usage Plan

When checked, this allows usage products from the billing system to be seen in a journey in Peak. It also controls the usage consumption table under My Subscriptions for customers (see image below).

Different Invoice Owner Support (deprecated)

This feature coincides with the invoice owner option on subscriptions in the integrated billing system. It allows the user to assign invoices to someone other than the purchaser when creating an account. If this feature is unchecked the option will not be available at the journey and page level.

Enable Subscriptions to be Invoiced Separately

This field should be set to match the setting on Subscription Settings in the billing system. If Invoice Separately is enabled in the billing system, it should be enabled in PeakCommerce as well.

If the invoice separately toggle is turned off here, then the corresponding “Separate Invoice” setting within a journey's Terms Configurations will be hidden.

Allow Invoice Overpayment

When customers, partners, or account executives are paying an invoice in the self-service portal, should they be allowed to enter a payment amount that exceeds the invoice amount? If so, this setting should be enabled. If the customer should not be allowed to pay an amount greater than the invoice balance, leave this disabled.

Generate Invoice on Negative Invoice

When subscriptions are canceled in-app whether by a customer, partner, or account executive, should an invoice be generated immediately? If so, this setting should be enabled. If the invoice should be delayed until the amendment/order is picked up in a bill run, leave this disabled.

Subscription Identifier Custom Field

This field pulls in a picklist of subscription-level custom fields from the billing system. The custom field chosen can be used when creating a page, to identify which subscription on an account can be updated via the e-commerce flow. The other subscriptions will be ignored.

Zuora Time Zone

This setting must be set to match the timezone of the Zuora tenant integrated to the PeakCommerce instance. The timezone impacts usage dates and periods, as well as the caching of information. If you change the timezone of your tenant, please reach out to support@peakcommerce.com to refresh your cached information as well so the time zones will align.