Charge Freqencies

A Charge Frequency determines how often a customer is charged. The frequency may be recurring on a set schedule, recurring with logic in place to determine when it happens, or a one time charge.

Adding a Charge Frequency

📘
Add: When to Bill a Customer

Navigate to the Configuration Tab within the Offer

Set the Charge Frequency

Set the Charge Trigger

Set the Time to Trigger

The Configuration on the Charge details will always be required, this is the logic to determine how often and when a renewal should happen.

Charge Trigger	Description
Time of Scheduled	Next transaction is scheduled X days (based on the Charge Frequency defined) of the attempt 1 of the previous cycle, whether the attempt was successful or declined. When dunning is present, using the charge trigger, the X days could vary based on how long it takes to recover that transactions. For example: a renewal is scheduled for 1/1 and declines. It is recovered through dunning on 1/5. The next scheduled renewal will be set for 2/1 (30 days from last scheduled), regardless that it took an additional 5 days to recover.
Time of Completed	Next transaction is scheduled after the last completed charge has been successful. For example: a renewal is scheduled for 1/1 and declines. It is recovered through dunning on 1/5. The next scheduled renewal will be set for 2/5 (30 days from last scheduled).
Delivered Package	Next transaction is scheduled X days (based on the Charge Frequency define) from when the shipment was delivered, based on the Carrier data.

Charge Trigger

Description

Time of Scheduled

Next transaction is scheduled X days (based on the Charge Frequency defined) of the attempt 1 of the previous cycle, whether the attempt was successful or declined.

When dunning is present, using the charge trigger, the X days could vary based on how long it takes to recover that transactions.

For example: a renewal is scheduled for 1/1 and declines. It is recovered through dunning on 1/5. The next scheduled renewal will be set for 2/1 (30 days from last scheduled), regardless that it took an additional 5 days to recover.

Time of Completed

Next transaction is scheduled after the last completed charge has been successful.

For example: a renewal is scheduled for 1/1 and declines. It is recovered through dunning on 1/5. The next scheduled renewal will be set for 2/5 (30 days from last scheduled).

Delivered Package

Next transaction is scheduled X days (based on the Charge Frequency define) from when the shipment was delivered, based on the Carrier data.

🚧
Pay Attention
Time of Schedule charge trigger can present some problems. Use this Charge Trigger if the customer should be charged the same time every month no matter what. If a decline happens, this can push out the shipment/access. Once the charge is successful the next renewal will go off the date of the original attempt.

Custom Timeframes

If you are billing on a schedule that is not pre-defined within the system you can create a Custom Timeframe.

A custom timeframe allows you to set a unique billing schedule based on your needs.

Custom Charge Frequency	Description	Common Uses
Sign up date +	This option allows you to schedule x days, weeks or months from the day they signed up.	Specific trial period for the initial cycle. 14 day trial would be sign up date + 14 days
Specific Day of Week	This option allows you to schedule their billing on the same day each week.	This option is used if doing renewals in batches. I charge Monday of each week.
Specific Day of Month	This option allows you to schedule their billing on the same date every month.	I have a subscription box that renews the 16th of each month. This gives my subscribers time to adjust their box content as needed.

Custom Charge Frequency

Description

Common Uses

Sign up date +

This option allows you to schedule x days, weeks or months from the day they signed up.

Specific trial period for the initial cycle.

14 day trial would be sign up date + 14 days

Specific Day of Week

This option allows you to schedule their billing on the same day each week.

This option is used if doing renewals in batches. I charge Monday of each week.

Specific Day of Month

This option allows you to schedule their billing on the same date every month.

I have a subscription box that renews the 16th of each month. This gives my subscribers time to adjust their box content as needed.

Once a Custom Timeframe is created, it is saved to your Vrio Instance and will be available within the Charge Frequency drop down moving forward.

Within the Charge Frequency any Custom Timeframe previously used will display on the dropdown

Managing Custom Timeframes

Custom Timeframes are used for Charge Frequencies, but can also be used for Shipping Frequencies and Reporting. Under Settings you can manage all Custom Timeframes.

📘
To Manage Custom Timeframes

Navigate to Settings

Select the Customization tab

Navigate to Analytics and select Timeframes

Updated 14 days ago