Configure subscription numbering, customer self-service, renewal reminders, payment failure handling, recovery defaults, and trial periods. The tab is split into six sub-sections: Numbering, Customer Options, Renewals & Reminders, Failed Payments, Recovery & Win-back, and Trial Periods.
Location: Settings > Subscriptions
| Field | Description | Default |
|---|
number_prefix | Token substituted for {PREFIX} (up to 10 chars) | SUB |
number_format | Pattern that generates subscription numbers | {PREFIX}-{YEAR}{MONTH}-{SEQ} |
sequence_padding | Minimum digits in the sequence portion (3 to 7) | 5 |
sequence_reset | When to reset the sequence: never, yearly, monthly, daily | never |
number_start | Starting sequence value (useful when migrating from another system) | 1 |
The Numbering panel shows live stats (total subscriptions, current sequence, next sequence) and a live-rendered preview of the next subscription number. Switching the "Use custom format" toggle lets you type a free-form format string instead of picking from the preset list.
| Placeholder | Replacement |
|---|
{PREFIX} | The number_prefix value |
{YEAR} / {YYYY} | Four-digit year |
{YY} | Two-digit year |
{MONTH} / {MM} | Two-digit month |
{DAY} / {DD} | Two-digit day |
{WEEK} / {WW} | ISO week number |
{QUARTER} / {Q} | Quarter, Q1 through Q4 |
{SEQ} | Sequence number padded to sequence_padding digits |
{SEQ:N} | Sequence padded to exactly N digits |
{RANDOM:N} | N random digits |
{CUSTOMER} | Customer ID |
| Field | Description | Default |
|---|
allow_pause | Let customers pause an active subscription from the account area | Off |
allow_cancel | Let customers cancel their own subscription | Off |
cancel_at_period_end | When a customer cancels, schedule the cancellation for the end of the current billing period instead of immediately | Off |
| Field | Description | Default |
|---|
renewal_reminder_days | Send a renewal reminder this many days before the next charge (0 to 30; 0 disables) | 3 |
| Field | Description | Default |
|---|
failed_payment_retry_days | Comma-separated list of days at which to retry a failed payment, for example 1,3,5 | 1,3,5 |
max_failed_attempts | Cancel the subscription after this many consecutive failures (1 to 10) | 3 |
| Field | Description | Default |
|---|
dunning_cadence_days | Comma-separated, non-decreasing day offsets for dunning emails, for example 0,3,7. First value is conventionally 0 (send immediately on failure). | 0,3,7 |
winback_discount_percent | Default percent off applied to win-back coupons (1 to 90) | 20 |
winback_valid_days | Number of days a win-back coupon stays valid (1 to 365) | 30 |
winback_usage_limit | Maximum redemptions per win-back coupon (1 means single-use) | 1 |
Subscriptions already in the dunning workflow keep the cadence stored when they started. Cadence edits only affect new failures.
| Field | Description | Default |
|---|
default_trial_period | Trial unit: none, day, week, or month | none |
default_trial_length | Number of default_trial_period units for new subscription products | 7 |
The trial length field only renders when the period is something other than none. Per-product trial settings override these defaults.
Subscription state machine values surfaced throughout the admin:
| Status | Meaning |
|---|
| Pending | Awaiting the initial payment |
| Trial | In a free trial window |
| Active | Billing normally |
| Paused | Paused by customer or admin |
| On Hold | Renewal payment failed, dunning in progress |
| Pending Cancel | Active but scheduled to cancel at period end |
| Cancelled | Stopped billing |
| Expired | Reached a scheduled end date |