Subscriptions v2

Following on from here

I am looking for feedback to turn our subscriptions feature into something that can be used to replace small shopping carts for users that sell services and/or products that don’t require the complexity of a huge shopfront like Shopify / Magento etc.

Pros:

The main enhancements in V2 is the ability to add optional products where the client can “self serve” themselves through the checkout.

In V2 of subscriptions we now have the option to display images alongside the product, as well as define maximum quantities for products

We’ve also wired in the option to enable Inventory management so if you do not wish to sell more than the stock on hand, the system will display out of stock notifications and block adding these items to the cart.

To further reduce friction, we now have One Time Password authentication which reduces the needs for user to remember passwords.

Cons:

Calculating taxes at the checkout. We are in discussions with third party providers on this that will give the ability to management global tax compliance at the checkout automatically.

Redundant invoice generation. At the moment a invoice is generated as soon as the client click on the payment method. If they abandon the checkout, this leaves the invoice dangling. For some jurisdications, force deleting invoices isn’t a desirable outcome so having a clean way to handle this is important.

One option here is to generate an invoice with no invoice number, and only confirm the invoice number after a successful payment has been completed. This will allow us to clean up these types of invalid invoices, and no affect invoice counters.

As always, your feedback is greatly appreciated to make this section of the application better for all users.

To test v2 of subscriptions, just add /v2 to the end of the url a regular subscription

ie.

Regular subscription
http://ninja.test:8000/client/subscriptions/yMYerEdOBQ/purchase

New subscription
http://ninja.test:8000/client/subscriptions/yMYerEdOBQ/purchase/v2

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Looks great!
I would like to note some findings, might be too early but it looks healthier in your video than on my instance…:

  • i can’t select a quantity in optional products
  • i can’t control the invoicenumber for subscriptions and don’t know if that one would count up as expected/required
  • after marking the test-invoice as paid (by hand/me), there is (still) no subscription listed in the customer portal and no recurring invoice listed for the customer, nor me. :confused: (i couldn’t see a subscription module for me either)
  • when logging in instead of creating an account, the customer can’t choose passwordless login for existing, regular customers who were added by me to receive normal invoices. this was an option previously.
  • i couldn’t figure out how the inventory management is supposed to be configured… but isn’t seats similar (on a global offering level tho)?
  • edit: (oh, and should apple/google play be available on the desktop? would be nice but…)
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@milan

Thanks for the feedback!!

One big change in v2 is handling stale/dangling invoices… by nature of invoicing, when the client arrives at the payment screen the invoice must be generated, however at this point the client may abandon the checkout which would leave the invoice dangling… this causes problems with invoice #'s

As a workaround, in v2, instead of assigning a proper “Invoice Number” I stub a temporary random number, if the user abandons the checkout, the system will clean up these invoices which does not affect your invoice number counter.

If the user does proceed with payment. The invoice number is updated to match the system counters.

I am still working on the dedicated subscription page, currently the subscriptions are managed under the recurring invoice tab, but in v2, we’ll expose this directly in its own tab.

One Time Passwords will work for all clients now, so instead of passwords, everyone will just use OTP to verify.

Inventory management currently restricts only the optional products, however i’ll also add this to the non-optional products.

Max Seats only affects the recurring items in the Non Optional products.

Lots of complexity, very little documentation so far, but i am working on it!

Any further feedback certainly appreciated.

Hi, thanks for the clarification – I was able to confirm that a Stripe payment switches the invoice number to the expected value (the R is missing for recurring tho). However that’s not the case for bank transfer where I have to add the payment myself. Also the customer would enter the “wrong” number if it was working.

In both tests, I don’t see any recurring invoice nor do I see a subscription in the customer portal.

I couldn’t figure out (but didn’t spend that much time) where to enable OTP generation… not in the latest release?

Inventory management currently restricts only the optional products, however i’ll also add this to the non-optional products.

Okey, I have learned that i need to go into Settings > Product-settings and flip the switch there as well, in order to be able to configure an available number. Now it makes sense I guess. :wink:

@milan, there are a bunch of changes in 5.5.57