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Finance

Using a Trial Period to move back a Billing Period in Stripe

Table of Contents
Author
Created with Tango by:
Dan Giovacchini
Last Updated:
May 18, 2023
Software
Use case
Finance

STOP: Revenue will not be recognized while customer is "free."

Avoid if possible. It's much better to manage the subscription (or schedule an update) if possible.

NOTE: To move FORWARD a billing cycle, use this Tango on "Scheduling a Billing Cycle Reset to Move A Renewal Period Forward in Stripe"

1. Go to Customers – Tango – Stripe

2. Enter Free Trial Days needed and confirm Date here

Enter Free Trial Days needed and confirm Date here

3. This should be UNCHECKED or else the update won't work.

You'll get an error that says something like: "Trial period can't end after the start of the billing cycle"

This should be UNCHECKED or else the update won't work.

4. Confirm the dates are correct

This will result in the next billing cycle being started (and Invoice sent) on the date shown.

Confirm the dates are correct

5. Prorating Changes - use this if a Credit is meant to be issued.

Leave it unchecked if the Customer should not be getting a credit

Prorating Changes - use this if a Credit is meant to be issued.

6. Reference this Stripe Doc on "Changing the billing cycle on pre-existing subscriptions"

Reference this Stripe Doc on "Changing the billing cycle on pre-existing subscriptions"

7. Here's how it works

Here's how it works

8. Stripe refers to this in other docs as INTRA-SUBSCRIPTION TRIALS

Stripe refers to this in other docs as INTRA-SUBSCRIPTION TRIALS
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