Hi,
we use Sales Pack subscriptions for customers who pay by invoice, and that works very well. Some of our customers subscribe and pay through an external provider (like e.g. Paddle) instead. The external provider sells to the customer itself, so it charges them and issues their invoices.
We'd like to keep those subscriptions in Espo too, so that all customers live in one place. For them we want the subscription features (plan, items/seats, periods, renewal dates, updates/history, status) but none of the billing side:
- the Control Subscriptions job should not create invoices for their periods
- no payment requests, emails or dunning
- no switch to Past Due or Stopped because an Espo invoice is unpaid, since there won't be one
The external provider would tell us about renewals, seat changes and cancellations by webhook, and we'd sync those into Espo through the API.
As far as we can tell, the job's upcoming-period step creates the next period with invoiceAutomatically on. So each renewal would need us to step in, e.g. by creating the next period ourselves as Settled before the job does.
Questions:
1. Is there a supported way to do this today, e.g. a billing plan setting, a period/subscription flag, or the "right" period status to use?
2. If not, would you consider it as a feature? For example an "externally billed" option on the billing plan or subscription. The job would still manage the periods but create them as settled, with no invoices and no past-due handling.
3. If 1. and 2. is no option, how would you recommend to add this by us via customization?
Thanks!
we use Sales Pack subscriptions for customers who pay by invoice, and that works very well. Some of our customers subscribe and pay through an external provider (like e.g. Paddle) instead. The external provider sells to the customer itself, so it charges them and issues their invoices.
We'd like to keep those subscriptions in Espo too, so that all customers live in one place. For them we want the subscription features (plan, items/seats, periods, renewal dates, updates/history, status) but none of the billing side:
- the Control Subscriptions job should not create invoices for their periods
- no payment requests, emails or dunning
- no switch to Past Due or Stopped because an Espo invoice is unpaid, since there won't be one
The external provider would tell us about renewals, seat changes and cancellations by webhook, and we'd sync those into Espo through the API.
As far as we can tell, the job's upcoming-period step creates the next period with invoiceAutomatically on. So each renewal would need us to step in, e.g. by creating the next period ourselves as Settled before the job does.
Questions:
1. Is there a supported way to do this today, e.g. a billing plan setting, a period/subscription flag, or the "right" period status to use?
2. If not, would you consider it as a feature? For example an "externally billed" option on the billing plan or subscription. The job would still manage the periods but create them as settled, with no invoices and no past-due handling.
3. If 1. and 2. is no option, how would you recommend to add this by us via customization?
Thanks!
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