Creating Subscriptions from Opportunities

Creating Subscriptions from Opportunities

You can generate Subscriptions from Opportunities and automatically push them to Stripe. In order to set the fields on the Opportunity and the Opportunity Product layouts, use the settings on the "Blackthorn | Payments Admin" tab, "Stripe Features" left-hand tab, then the "Deploy Stripe Billing" button.

Set up the Opportunity

1. Create an Opportunity or go to an existing one.
2. Add Opportunity Line Items.
3. Set the Customer lookup.
4. Add additional optional field values as needed:

• Set the Payment Method lookup field. If not set, the default will be used.
• Set the Billing Method field. If left blank, Charge Automatically will be used
• Set the Trial End (Billing Start Date) field. If left blank, Subscription uses the Price default or starts immediately.
• If Billing Method field set to "Send Invoice", set the Days Until Due field.
• Set the Stripe Coupon field to apply any discounts.
• Set the Memo field so it is included in invoice PDFs, invoice emails, and the Hosted Invoice Page.
• Set the Trial Period Days field to defined the number of trial period days before the customer is charged for the first time. Both Trial End and Trial Period Days fields if left blank, Subscription uses the Stripe Price default or starts immediately.
• Set the Default Tax field so tax rates will apply to any subscription item that does not have tax_rates set.
• Set the Billing Cycle Anchor (First Invoice) field to determine the date of the first full invoice, and, for plans with Month or Year intervals, the day of the month for subsequent invoices.
• Proration Behavior : Determines how to handle prorations when the billing cycle changes (e.g., when switching plans, resetting billing_cycle_anchor=now, or starting a trial), or if an item’s quantity changes.

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Note:

The field Proration has been deprecated. Use Proration Behavior instead.

5. Save the record.

Opportunity Products

1. Navigate to the "Products" related list on the "Opportunity" record
2. Create an Opportunity Product

• In order to make an Opportunity Line Item a Subscription Item in the generated Subscription:
  • Set the related Price on the Opportunity Line Item lookup field. The Stripe Price must be related to the selected Product.
  • Set the Product Type picklist to Plan.
• In order to add an Opportunity Line item to the Subscription Customer's first invoice as a one-time item:
  • Set the Product Type picklist to One-Time.

Push to Stripe

1. Check the Push to Stripe checkbox and save, or automate an Opportunity Stage to trigger this checkbox with a Workflow, Process Builder, or other.

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Create Subscription Button

On Payments packages v5.1 and above users can add the 'Create Subscription' button to their page layout and use that button to push data to Stripe and create a new Subscription.

2. If successful, the Subscription field will be populated, which is a lookup to the generated Subscription.
3. Stripe will create an invoice for the Subscription. After webhooks process (depending on your org's webhook event processing frequency) a "Stripe Invoice" record will be created in the org and listed on the Subscription's Sales Document related list.

Note: A Sales Document (invoice) that is created for a Subscription pushed from Opportunity, will have the Opportunity lookup updated on it. If the Opportunity is selected as a Transaction's parent object, then related Transaction records also populate the Opportunity lookup derived from the Sales Document

Opportunity validations when generating subscriptions