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.

Show resources for:

The following tables show how events during the life cycle of a subscription influence the subscription status and item status. 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 An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer. receives when the event occurs. For a concrete subscription billing scenario, see Example Subscription.

Initial Purchase (Sign-up)

Event	Subscription Status	Item Status	Notification Type Customer Email Type
Sign up for subscription with automatic renewal (online payment Stands for a group of payment options that do not require the customer to submit the payment in an extra step after submitting the order. Online payments include credit, debit cards, and digital wallets. With an online payment option, the product is delivered almost immediately (as soon as the payment is processed which usually does only take a few seconds).)	Active	Active	PaidOrderNotification Invoice (receipt)
Sign up for subscription with manual renewal (online payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost.)	Deactivated	Awaiting reinstate	PaidOrderNotification Invoice (receipt)
Sign up for subscription with manual renewal (offline payment Offline payment stands for a group of payment options that do not involve online transactions like direct debit, wire transfers, and checks. With the order confirmation, the customer receives a link with information on how to make the payment. Ordered products are delivered as soon as Cleverbridge receives payment confirmation from the payment provider.)	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

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
Event	Subscription Status	Item Status	Subscription Status	Item Status	Notification Type Customer Email Type
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 A subscription item is component of a subscription with its own set of attributes including price, description and feature set. 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 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

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

Reimbursement Events

Event	BEFORE EVENT		AFTER EVENT		Notification Type Customer Email Type
Event	Subscription Status	Item Status	Subscription Status	Item Status	Notification Type Customer Email Type
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 A credit card chargeback, typically referred to as chargeback, occurs when a customer successfully disputes a transaction on their bank report. Unlike a refund, where Cleverbridge proactively returns the amount to the customer, a chargeback involves the customer's bank automatically withdrawing the amount from Cleverbridge's account. Cleverbridge can contest illegitimate claims, but the card organization makes the final decision. Successfully contested chargebacks still contribute to the chargeback ratio. for a subscription transaction	Active	Active	Deactivated	Active	ChargebackNotification RecurringBillingCanceledNotification Chargeback information Cancel notification

Event	BEFORE EVENT			AFTER EVENT			Notification Type Customer Email Type
Event	Subscription Status	Item Status	Renewal Type	Subscription Status	Item Status	Renewal Type	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 RecurringBillingCanceledNotification Refund Cancel notification
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

Subscription Life Cycle Events

Important

Initial Purchase (Sign-up)

Renewals and Other Subscription Events

Reimbursement Events

Sorry about that

Great!