Is it possible to move the subscription Start date once created?
The subscription was started on the 1st of Sep and already paid, but now the client wants to move the start date to the 1st of October. How can this be processed in Chargebee?
It would not be possible to change an existing (active/non-renewing) subscription's start date to the future in Chargebee. As an alternative, you can cancel the subscription and create a new subscription with a future date.
Note: For subscription in Future state use 'Edit Start Date'& for Trial State use'Edit Trial end date' from Subscription details page UI.
You can navigate to the specific Customer details page > Select specific Subscription > Select the current term paid invoice and
Step 1: Remove payments associated with it
Step 2: Void the invoice
Step 3: Cancel the subscription (Ensure you have 'Allow override via UI' settings from Settings > Configure Chargebee > Billing LogIQ > Subscription Cancellation)
Step 4: Create a new subscription
You can navigate to the specific Subscription details page. Then navigate to the Invoices tab & select the current term invoice (Invoice generated for the current term).
Step 1: Remove Payment
The removed payment amount will be moved to the customer's Excess Payments and will be applied to the upcoming invoices. Note, removing payment is necessary and applicable only on Paid invoices. For Payment due invoices, you can skip Step 1.
If excess amount has been recorded, it will be added as an Excess Payment at the customer level. This will then automatically be applied to the future invoices. It can also be manually applied to the existing Not Paid or Payment Due invoices of the customer.
Step 2: Void invoice
Once payments are removed you will see the list of options below and select Void this invoice.
Step 3: Cancel the Subscription
Since we are canceling the subscription only to change the start date, we need to ensure that once the subscription is cancelled, you have to issue full credits for the unused period. But this option will not be available on the Cancel Subscription UI if you are on the day-based billing mode. Follow the instructions as per your site's billing mode.
Millisecond-based billing mode.
Navigate from the Subscription details page > Cancel Subscription. You can directly choose how to handle credits for the unused period from the pop-up settings. You can select Issue full credits and click Cancel Now.
Once this is configured on the site-level settings, click Apply & Confirm. Now, you can navigate back to the same Subscription details page, and click Cancel Subscription.
The payments you remove are settled on the customer's excess payments and as soon as you create a new subscription, these excess payments immediately apply to the newly generated invoice. The customer wouldn't be charged additionally if we are creating the same Plan's subscription.