Please note that the subscription functionality is different from recurring invoices. 

Recurring invoices only serve to recreate the invoice on a specific date, but with subscriptions, if the customer is subscribed to the subscription, they will be automatically billed via Stripe and the invoice will be created.

Configure Stripe subscriptions #

You will need to configure the payment gateway first Stripe Checkout in order to use the Subscriptions functionality.

Please follow the Stripe payment setup guide in clicking here

Stripe Products #

If you haven't created your products and billing plans, you need to create them via the Stripe dashboard . Djaboo will retrieve billing plans directly from Stripe and display them when creating/editing the subscription.

There is no option to add billing plans via Djaboo admin area, you still need to add billing plans via Stripe Dashboard.

Subscription statuses #

There are 8 subscription statuses in Djaboo, 5 are the default Stripe subscription statuses and one additional status is added Future .

You can read the subscription lifecycle and statuses on en clicking here

Future – The additional status of Djaboo Future means that the customer has subscribed, but the first billing date is later. For example, if the customer subscribes on 18/05/2023 and you set the first billing date to 25/05/2025, the subscription is active, but the customer will be billed at a later date.

Djaboo subscriptions for Stripe do not support trial subscriptions

Create a new subscription #

To create new subscriptions, from the main menu click on Subscriptions then click New subscription.

Billing plan

Select the billing plans for this subscription, the billing plans will be pulled from your Stripe account.

Quantity

Configure the quantity if necessary, otherwise leave it at 1

First billing date

This is the first billing date field, leave blank to use the date the customer signed up for the subscription. This field must be a future date , if you select a date and the date has passed but the customer is not yet subscribed, the date the customer will subscribe will be used.

Note that Stripe does not support creating subscriptions for past dates.

Subscription name

Add the subscription name, also displayed to the customer. In most cases this will be the name of your product.

Description

You can add an additional description for this subscription, also visible to the customer.

Client

Select the customer for this subscription.

Currency

The currency will be automatically selected based on the base currency or customer currency. You cannot manually change the currency. For more information on currencies, click here .

Always use the same currency in Djaboo and Stripe billing plan currency

This means that you cannot have the currency EUR and select a billing plan configured in Stripe with the currency USD.

Tax (Stripe)

You can select the tax for the subscription.

The taxes are collected directly from Stripe . If you have not set up your taxes in Stripe, you must do so through the Stripe dashboard by going to Billing->Tax rate.

Terms and Conditions

You can also add custom terms and conditions for the subscription. The terms and conditions will be displayed at the bottom of the subscription preview area just before the customer signs up for the subscription.

Send a subscription to a customer #

After successfully setting up the subscription, you may want to send it to the customer. Note that subscriptions in Djaboo are linked to the customer's primary contact.

To send the subscription to the primary contact, you can click the email envelope button at the top left. Also, if you want to see what the subscription will look like, click the button Show subscription.

You may want to take a look at Configuration->Email templates to adjust subscription email templates.

Display subscriptions in the customer area #

If you want to show or hide subscriptions in the customer area, you can go to Settings→Configuration→Subscriptions and define  Show subscriptions in the customer area on Yes .

Subscribe to subscription #

For the customer to sign up for a subscription, you must send the subscription to the customer's primary contact and include the subscription link in the email via the subscription's built-in email feature or send the subscription link. subscription manually.

Once the customer accesses the subscription, he can view the subscription and subscribe by clicking on the subscribe button.

Cancellation of subscription #

To familiarize yourself with canceling the subscription, please read more of the official Stripe documentation in clicking here

Cancellation from the administration area

If you want to cancel the subscription directly from the admin area, you can open the subscription and click on the Cancel button, you will see 2 options:

• Cancel
• Cancel at end of billing period

If you click on Cancel , the subscription will be canceled immediately , if you click on Cancel at end of billing period , the subscription will be canceled based on the end billing period and also in this case you will be able to reactivate the subscription but if you cancel it immediately then there is no option to reactivate it.

Cancellation from the customer area.

The main contact can also cancel the subscription via the customer area, the options are identical to those in the admin area.

Credit Card Token #

Djaboo will store the Stripe customer ID in the database for future payments.

The Credit Card Token is a token provided by Stripe linked to the credit card that subscribed to the subscription, Djaboo does not store credit card number in database , the credit card token and the last four digits are retrieved directly from Stripe servers via the API.

The primary contact can update the credit card at any time by logging into the customer area and navigating from the top menu Profile -> Credit card.

Sometimes your customers need to change the card information they have on file with your business, whether it's simply to exchange a preferred card or because the card issuer sent a replacement card. Stripe takes care of updating expired cards for you and also attempts to update the card details on file when a customer's physical card is replaced, but in rare cases, If Stripe fails to automatically update the card details, the contact must update the credit card manually. via the customer area.

Reuse the Credit Card Token

This customer's credit card token will also be used for future subscription , for example once the customer signs up for the subscription, in Stripe Djaboo will create a customer and this credit card token will be linked to that customer, also the customer id of Stripe will be stored in the Djaboo database for future payments.

The next time you create a subscription for this customer, the customer will not need to re-enter their credit card details, just click a button and will be subscribed in no time.

Subscription testing #

If you want to test subscriptions, you need to configure Stripe testing keys and read the following guide: https://stripe.com/docs/testing

In this guide you can familiarize yourself with how testing works and you will also find a list of testing credit cards.

Urban artist before going into production mode , during the tests, if you have subscribed to a test subscription, make sure to remove these subscriptions from the Djaboo administration area.

IMPORTANT Notes #

• Do not edit the subscription directly from the Stripe dashboard. If you want to make any changes, you can do so through the Djaboo admin dashboard.
• Djaboo subscriptions only work with 1 line item (billing plan/product), do not add multiple subscription products via the Stripe dashboard to avoid unnecessary results.
• Once the customer subscribes to a subscription, subscription cannot be deleted , mark it as canceled instead ( applicable for subscriptions created in LIVE mode )