Evergreen subscription orders
The Stripe Billing Connector for Salesforce CPQ supports syncing your evergreen orders to Stripe subscriptions. Evergreen orders are subscriptions in Salesforce that have no end date, as opposed to renewable orders, which are recurring subscriptions that have a set end date.
The connector examines SBQQ_SubscriptionType__c
to determine if an order is Renewable or Evergreen. A Salesforce order with an Evergreen
subscription type syncs into a Stripe subscription, regardless of the value for SBQQ_ProductSubscriptionType__c
, which could be Renewable, or Renewable and Evergreen.
Requirements
Set the collection_method
field to send_invoice
and specify a value for days_until_due
on the Stripe subscription. You can map to these fields in the data mapper.
Set SBQQ_DefaultSubscriptionTerm__c
on the Salesforce evergreen order to 1
. To prevent unexpected behavior on the invoices, make sure the evergreen order has a default subscription term equal to 1.
Cancel evergreen orders
You can cancel evergreen orders in Salesforce by making an order amendment with quantity zero and setting the cancellation date as the start date.
To cancel a Stripe subscription immediately, set the amendment start date to the current date. To cancel a Stripe subscription on a specific date, set the amendment start date to a date in the future.
If you cancel a subscription during a billing period, the subscription cancels immediately and the customer won’t receive a credit or refund for the remainder of the billing period.
Limitations
The connector doesn’t sync Salesforce orders that contain both evergreen and non-evergreen products.
The connector only supports canceling Salesforce evergreen orders with one product. Attempting to cancel a subset of the products in an evergreen order cancels the entire Stripe subscription. We recommend creating separate Salesforce evergreen orders for each product, if you want the ability to cancel orders in Stripe.
You must set the collection_method
on a Stripe subscription to send_invoice
. The default value is charge_automatically
, but the connector doesn’t support collecting customer payment methods, which is necessary to charge automatically.