Subscription life cycle events

[Important]

You can filter the content on this page by subscription management version. For more information, see Subscription Management 1.0 and 2.0. If you are unsure which version you are on, contact Client Experience.

Subscription Management 1.0

Initial purchase (sign-up)

Event	Subscription Status	Item Status	Notification Type Customer Email Type
Sign up for subscription with automatic renewal (online payment)	Active	Active	PaidOrderNotification
Sign up for subscription with manual renewal (online payment)	Deactivated	Awaiting reinstate	PaidOrderNotification Invoice (receipt)
Sign up for subscription with manual renewal (offline payment)	New	Active	NewOfflinePaymentPurchaseNotification Order confirmation
Sign up for subscription with automatic renewal (offline payment)	New	Active	NewOfflinePaymentPurchaseNotification Order confirmation
Sign up for subscription with fraudulent credit card data	New	Active	OnlinePaymentDeclined Payment declined

Renewals and Other Subscription Events

Event	BEFORE EVENT		AFTER EVENT		Notification Type Customer Email Type
	Subscription Status	Item Status	Subscription Status	Item Status
Cancel subscription Deactivate Subscription Item	Active	Active	Deactivated	Deactivated	RecurringBillingCanceledNotification Cancel notification
Reactivate subscription Reinstate Subscription Item	Deactivated	Deactivated	Active	Active	RecurringBillingReinstatedNotification Reinstated notification
Cancel a subscription item	Active	Item 1: Active Item 2: Active	Active	Item 1: Deactivated Item 2: Active	RecurringBillingCanceledNotification Cancel notification
Reactivate a subscription item	Active	Item 1: Deactivated Item 2: Active	Active	Item 1: Active Item 2: Active	RecurringBillingReinstatedNotification Reinstated notification
Retire subscription for a discontinued product Deactivate Subscription Item	Active	Active	Deactivated	Finished	RecurringBillingCanceledNotification Cancel notification
Remove a discontinued subscription item	Active	Item 1: Active Item 2: Active	Active	Item 1: Removed Item 2: Active	none Update notification
Cleverbridge doesn’t receive payment by renewal date—grace period activated	Active	Active	Grace	Active	RecurringBillingOnGraceNotification On grace notification
cleverbridge receives payment during grace period	Grace	Active	Active	Active	PaidOrderNotification Invoice (receipt)
Cleverbridge doesn’t receive payment by end of grace period	Grace	Active	Hold	Active	RecurringBillingOnHoldNotification On hold notification
Cleverbridge doesn’t receive payment by renewal date—no grace period	Active	Active	Hold	Active	RecurringBillingOnHoldNotification On hold notification
cleverbridge receives payment while subscription is on hold	Hold	Active	Active	Active	PaidOrderNotification Invoice (receipt)
Cancel subscription item while subscription is on hold Deactivate Subscription Item	Hold	Active	Hold	Deactivated	RecurringBillingCanceledNotification Cancel notification

Reimbursement Events

Event	BEFORE EVENT		AFTER EVENT		Notification Type Customer Email Type
	Subscription Status	Item Status	Subscription Status	Item Status
Issue a full refund for a subscription transaction	Active	Active	Active	Active	RefundNotification Refund
Issue a full refund for a subscription transaction and terminate subscription	Active	Active	Deactivated	Active	RefundNotification RecurringBillingCanceledNotification Refund, Cancel notification
Issue a partial refund for a subscription transaction	Active	Active	Active	Active	PartialRefundNotification Refund
Issue a partial refund for a subscription transaction and terminate subscription	Active	Active	Deactivated	Deactivated	PartialRefundNotification RecurringBillingCanceledNotification Refund Cancel notification
Issue a refund for a subscription item transaction	Active	Item 1: Active Item 2: Active	Active	Item 1: Active Item 2: Active	PartialRefundNotification Refund
Issue a refund for a subscription item transaction and terminate subscription item	Active	Item 1: Active Item 2: Active	Active	Item 1: Deactivated Item 2: Active	PartialRefundNotification RecurringBillingCanceledNotification Refund, Cancel notification
Refund VAT for a subscription transaction	Active	Active	Active	Active	VatRefundNotification Refund
Process a chargeback for a subscription transaction	Active	Active	Deactivated	Active	ChargebackNotification RecurringBillingCanceledNotification Chargeback information Cancel notification

Subscription Management 2.0

The following tables show how events during the life cycle of a subscription influence the subscription status, item status, and renewal type. The last column lists the type of notification you receive as well as the type of email the customer receives when the event occurs. For a concrete subscription billing scenario, see Example Subscription.

Initial Purchase (Sign-up)

Event	Subscription Status	Item Status	Renewal Type	Notification Type Customer Email Type
Sign up for subscription with automatic renewal (online payment)	Active	Active	Automatic	PaidOrderNotification Invoice (receipt)
Sign up for subscription with manual renewal (online payment)	Active	Active	Manual	PaidOrderNotification Invoice (receipt)
Sign up for subscription with manual renewal (offline payment)	New	Active	Manual	NewOfflinePaymentPurchaseNotification Order confirmation
Sign up for subscription with automatic renewal (offline payment)	New	Active	Automatic	NewOfflinePaymentPurchaseNotification Order confirmation
Sign up for subscription with fraudulent credit card data	New	Active	Automatic	OnlinePaymentDeclined Payment declined

Renewals and Other Subscription Events

Event	BEFORE EVENT		AFTER EVENT		Notification Type Customer Email Type
Subscription Status	Item Status	Subscription Status	Item Status
Cancel subscription Deactivate Subscription Item	Active	Active	Deactivated	Deactivated	RecurringBillingCanceledNotification Cancel notification
Reactivate subscription Reinstate Subscription Item	Deactivated	Deactivated	Active	Active	RecurringBillingReinstatedNotification Reinstated notification
Cancel a subscription item Deactivate Subscription Item	Active	Item 1: Active Item 2: Active	Active	Item 1: Deactivated Item 2: Active	RecurringBillingCanceledNotification Cancel notification
Reactivate a subscription item Reinstate Subscription Item	Active	Item 1: Deactivated Item 2: Active	Active	Item 1: Active Item 2: Active	RecurringBillingReinstatedNotification Reinstated notification
Retire subscription for a discontinued product Deactivate Subscription Item	Active	Active	Deactivated	Finished	RecurringBillingCanceledNotification Cancel notification
Remove a discontinued subscription item Remove Subscription Item	Active	Item 1: Active Item 2: Active	Active	Item 1: Removed Item 2: Active	none Update notification
Cleverbridge doesn’t receive payment by renewal date—grace period activated	Active	Active	Grace	Active	RecurringBillingOnGraceNotification On grace notification
Cleverbridge receives payment during grace period	Grace	Active	Active	Active	PaidOrderNotification Invoice (receipt)
Cleverbridge doesn’t receive payment by renewal date—no grace period	Active	Active	Hold	Active	RecurringBillingOnHoldNotification On hold notification
Cleverbridge receives payment while subscription is on hold	Hold	Active	Active	Active	PaidOrderNotification Invoice (receipt)
Cancel subscription item while subscription is on hold Deactivate Subscription Item	Hold	Active	Hold	Deactivated	RecurringBillingCanceledNotification Cancel notification

Reimbursement Events

Event	Subscription Status (Before Event)	Item Status (Before Event)	Renewal Type (Before Event)	Subscription Status (After Event)	Item Status (After Event)	Renewal Type (After Event)	Notification Type Customer Email Type
Issue a full refund for a subscription transaction	Active	Active	Automatic OR Manual	Active	Active	Automatic OR Manual	RefundNotification Refund
Issue a full refund for a subscription transaction and terminate subscription	Active	Active	Automatic OR Manual	Deactivated	Active	Manual	RefundNotification Refund
Issue a partial refund for a subscription transaction	Active	Active	Automatic OR Manual	Active	Active	Automatic OR Manual	PartialRefundNotification Refund
Issue a partial refund for a subscription transaction and terminate subscription	Active	Active	Automatic OR Manual	Deactivated	Deactivated	Automatic OR Manual	PartialRefundNotification RecurringBillingCanceledNotification Refund Cancel notification
Issue a refund for a subscription item transaction	Active	Item 1: Active Item 2: Active	Automatic OR Manual	Active	Item 1: Active Item 2: Active	Automatic OR Manual	PartialRefundNotification Refund
Issue a refund for a subscription item transaction and terminate subscription item	Active	Item 1: Active Item 2: Active	Automatic OR Manual	Active	Item 1: Deactivated Item 2: Active	Automatic OR Manual	PartialRefundNotification RecurringBillingCanceledNotification Refund Cancel notification
Refund VAT for a subscription transaction	Active	Active	Automatic OR Manual	Active	Active	Automatic OR Manual	VatRefundNotification Refund
Process a chargeback for a subscription transaction	Active	Active	Automatic OR Manual	Deactivated	Active	Manual	ChargebackNotification RecurringBillingCanceledNotification Chargeback information Cancel notification

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