How to set up a quarterly subscription

How to set up a quarterly subscription on fixed X day of Y-th month

This is a 2-part guide. When it comes to subscriptions you can set up a regular subscription or a prepaid one. In this guide we address how to create both.

Regular subscription

In order to have a quarterly regular subscription you need to set up the subscription with the following parameters:

Variable

Value

order_interval_unit

month

order_interval_frequency

3

charge_interval_frequency

3

With this set-up the subscription is scheduled to charge the customer AND create an order every quarter.

Every time a transaction is charged for the customer, our system will automatically calculate the next charge date when the current pending charge is processed and create a new charge scheduled for April 1st.

The tricky thing with such use cases is when a customer initially subscribes on a date that is not on the 1st of the proper month. (eg they subscribe on the February 2nd ).

This case (which will probably be most of the time) requires the usage of both ReCharge and Shopify API. Since the initial order is instantly passed to Shopify, there is no way to cancel it from ReCharge side. This is something you would need to utilize Shopify API for.

Or if you are okay with it being shipped on February 2nd, you could simply realign the rest of the orders for that subscription. This way is easier to implement since Shopify API is not needed (but you would need to calculate the closest valid 1st of the month and /set_next_charge_date to that date).


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