Subscription lifecycle events

These tables show how events during the lifecycle 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.

By default, the tables are compiled for Subscription Management 2.0, but you can switch to the tab with the previous version of the functionality.

Subscription Management 2.0

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		Paid Order Notification Invoice (receipt)
Sign up for subscription with manual renewal (online payment)	Deactivated	Aw. reinstate		Paid Order Notification Invoice (receipt)
Sign up for subscription with manual renewal (offline payment)	Deactivated	Aw. reinstate		New Offline Payment Purchase Notification Order confirmation
Sign up for subscription with automatic renewal (offline payment)	New	Active		New Offline Payment Purchase Notification Order confirmation
Sign up for subscription with fraudulent credit card data	New	Active	OR	Online Payment Declined Payment declined

Renewals and Other Subscription Events

Event	Subscription Status (Before)	Item Status (Before)	Subscription Status (After)	Item Status (After)	Notification Type Customer Email Type
Cancel subscription; Deactivate Subscription Item	Active	Active	Deactivated	Deactivated	Recurring Billing Canceled Notification Cancel notification
Reactivate subscription; Reinstate Subscription Item	Deactivated	Deactivated	Active	Active	Recurring Billing Reinstated Notification Reinstated notification
Cancel a subscription item; Deactivate Subscription Item	Active	1 : Active 2: Active	Active	1 : Deactivated 2: Active	Recurring Billing Canceled Notification Cancel notification
Reactivate a subscription item; Reinstate Subscription Item	Active	1 : Deactivated 2: Active	Active	1 : Active 2: Active	Recurring Billing Reinstated Notification Reinstated notification
Retire subscription for a discontinued product; Deactivate Subscription Item	Active	Active	Deactivated	Finished	Recurring Billing Canceled Notification Cancel notification
Remove a discontinued subscription item; Remove Subscription Item	Active	1 : Active 2: Active	Active	1 : Removed 2: Active	none Update notification can be sent via API
Cleverbridge doesn’t receive payment by renewal date—grace period activated	Active	Active	Grace	Active	Recurring Billing On Grace Notification On grace notification
Cleverbridge receives payment during grace period	Grace	Active	Active	Active	Paid Order Notification Invoice (receipt)
Cleverbridge doesn’t receive payment by end of grace period	Grace	Active	Hold	Active	Recurring Billing On Hold Notification On hold notification
Cleverbridge doesn’t receive payment by renewal date—no grace period	Active	Active	Hold	Active	Recurring Billing On Hold Notification On hold notification
Cleverbridge receives payment while subscription is on hold	Hold	Active	Active	Active	Paid Order Notification Invoice (receipt)
Cancel subscription item while subscription is on hold; Deactivate Subscription Item	Hold	Active	Deactivated	Deactivated	Recurring Billing Canceled Notification Cancel notification

Reimbursement Events

Event	Subscription (Before)	Item (Before)	Renewal (Before)	Subscription (After)	Item (After)	Renewal (After)	Notification Type Customer Email Type
Issue a full refund for a subscription transaction	Active	Active	OR	Active	Active	OR	Refund Notification Refund
Issue a full refund for a subscription transaction and terminate subscription	Active	Active	OR	Deactivated	Active		Refund Notification Refund
Issue a partial refund for a subscription transaction	Active	Active	OR	Active	Active	OR	Partial Refund Notification Refund
Issue a partial refund for a subscription transaction and terminate subscription	Active	Active	OR	Deactivated	Deactivated	OR	Partial Refund NotificationRecurring Billing Canceled Notification Refund / Cancel notification
Issue a refund for a subscription item transaction	Active	1 : Active 2: Active	OR	Active	1 : Active 2: Active	OR	Partial Refund Notification Refund
Issue a refund for a subscription item transaction and terminate subscription item	Active	1 : Active 2: Active	OR	Active	1 : Deactivated 2: Active	OR	Partial Refund NotificationRecurring Billing Canceled Notification Refund / Cancel notification
Refund VAT for a subscription transaction	Active	Active	OR	Active	Active	OR	Vat Refund Notification Refund
Process a chargeback for a subscription transaction	Active	Active	OR	Deactivated	Active	OR	Chargeback NotificationRecurring Billing Canceled Notification Chargeback information / Cancel notification

Subscription Management 1.0

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		Paid Order Notification Invoice (receipt)
Sign up for subscription with manual renewal (online payment)	Deactivated	Aw. reinstate		Paid Order Notification Invoice (receipt)
Sign up for subscription with manual renewal (offline payment)	Deactivated	Aw. reinstate		New Offline Payment Purchase Notification Order confirmation
Sign up for subscription with automatic renewal (offline payment)	New	Active		New Offline Payment Purchase Notification Order confirmation
Sign up for subscription with fraudulent credit card data	New	Active		Online Payment Declined Payment declined

Renewals and Other Subscription Events

Event	Subscription Status (Before)	Item Status (Before)	Subscription Status (After)	Item Status (After)	Notification Type Customer Email Type
Cancel subscription; Deactivate Subscription Item	Active	Active	Deactivated	Deactivated	Recurring Billing Canceled Notification Cancel notification
Reactivate subscription; Reinstate Subscription Item	Deactivated	Deactivated	Active	Active	Recurring Billing Reinstated Notification Reinstated notification
Cancel a subscription item	Active	1: Active 2: Active	Active	1: Deactivated 2: Active	Recurring Billing Canceled Notification Cancel notification
Reactivate a subscription item	Active	1: Deactivated 2: Active	Active	1: Active 2: Active	Recurring Billing Reinstated Notification Reinstated notification
Retire subscription for a discontinued product; Deactivate Subscription Item	Active	Active	Deactivated	Finished	Recurring Billing Canceled Notification Cancel notification
Remove a discontinued subscription item	Active	1: Active 2: Active	Active	1: Removed 2: Active	none Update notification can be sent via API
Cleverbridge doesn’t receive payment by renewal date—grace period activated	Active	Active	Grace	Active	Recurring Billing On Grace Notification On grace notification
Cleverbridge receives payment during grace period	Grace	Active	Active	Active	Paid Order Notification Invoice (receipt)
Cleverbridge doesn’t receive payment by end of grace period	Grace	Active	Hold	Active	Recurring Billing On Hold Notification On hold notification
Cleverbridge doesn’t receive payment by renewal date—no grace period	Active	Active	Hold	Active	Recurring Billing On Hold Notification On hold notification
Cleverbridge receives payment while subscription is on hold	Hold	Active	Active	Active	Paid Order Notification Invoice (receipt)
Cancel subscription item while subscription is on hold; Deactivate Subscription Item	Hold	Active	Deactivated	Deactivated	Recurring Billing Canceled Notification Cancel notification

Reimbursement Events

Event	Subscription (Before)	Item (Before)	Renewal (Before)	Subscription (After)	Item (After)	Renewal (After)	Notification Type Customer Email Type
Issue a full refund for a subscription transaction	Active	Active	OR	Active	Active	OR	Refund Notification Refund
Issue a full refund for a subscription transaction and terminate subscription	Active	Active	OR	Deactivated	Active	OR	Refund NotificationRecurring Billing Canceled Notification Refund / Cancel notification
Issue a partial refund for a subscription transaction	Active	Active	OR	Active	Active	OR	Partial Refund Notification Refund
Issue a partial refund for a subscription transaction and terminate subscription	Active	Active	OR	Deactivated	Deactivated	OR	Partial Refund NotificationRecurring Billing Canceled Notification Refund / Cancel notification
Issue a refund for a subscription item transaction	Active	1: Active 2: Active	OR	Active	1: Active 2: Active	OR	Partial Refund Notification Refund
Issue a refund for a subscription item transaction and terminate subscription item	Active	1: Active 2: Active	OR	Active	1: Deactivated 2: Active	OR	Partial Refund NotificationRecurring Billing Canceled Notification Refund / Cancel notification
Refund VAT for a subscription transaction	Active	Active	OR	Active	Active	OR	Vat Refund Notification Refund
Process a chargeback for a subscription transaction	Active	Active	OR	Deactivated	Active	OR	Chargeback NotificationRecurring Billing Canceled Notification Chargeback information / Cancel notification

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