Cleverbridge automates several processes related to renewing subscriptions.
Online Payment Options
The Cleverbridge platform manages automated rebilling for 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). options, such as credit or debit cards. For 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. options that allow for a fully-automated renewal, reminder email messages are sent by default. These email messages must be set up by Client Experience. You can determine the time frame and applicable products for payment options. For more information, contact Client Experience.
Offline Payment Options
For automatic-renewal subscriptions with 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. options, such as wire transfer and check, reminder email messages are automatically sent to 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. seven days in advance with instructions on how to complete the payment. The time frame for the email messages can be adjusted by contacting Client Experience.
For manual-renewal subscriptions with offline payment options, no reminder email messages are sent.
Note
In the Subscription Options tab in the Product portal, you will find the option Override default client settings under Reminder Settings. You must select this option and define the time frame in days if you want to set up renewal payment reminders for customers who subscribe to a particular product. Otherwise, the general settings previously configured on the client account will determine when the customer receives the reminder email message.
For example, if the option is not selected and the time frame for payment reminders is set to 15 days for the client account, then a customer who subscribes to a product that renews yearly, will receive a reminder email message 15 days prior to the renewal date of the subscription.
For more information on the configuration of payment reminders on product level, contact Client Experience.
Purchase Orders
The Cleverbridge platform manages automated rebilling for purchase An order made by a customer and the records associated with it. orders. Cleverbridge automatically sends an invoice on the renewal date with the instructions for payment. Reminder email messages before the renewal date are not sent by default. These emails must be set up by Client Experience.
Credit Card Expiration
Reminder email messages are sent to customers with credit cards that will expire before the time of subscription renewal. The email is sent seven days before payment is due and includes a link to update the payment details. The time frame for the email messages can be adjusted by contacting Client Experience.
Renewal not Processed
Some renewals are not processed because either the payment is declined or the customer has not actively paid. The customer receives a reminder email that allows for updating payment details or choosing a different payment option Set of payment choices displayed to the customer on the checkout page. Available payment options are based on the customer's GeoIP location and include different payment methods and types, for example: a Purchase order (PO) is a payment option we offer our B2B customers. POs are usually paid via the payment method of wire transfer..