Align Credits on a Specific Day

overview when managing credit burndown subscriptions, by default, credits are issued for each subscription term (such as monthly or annually), starting from the date the subscription begins if you want the credits to match your billing cycle, for example, to have credits aligned with the start of each billing period, you can enable the “align credits with subscription's bill cycle day” setting sometimes, there are cases, especially with annual subscriptions, where your billing periods and credit periods might not perfectly line up this can result in invoices that do not cover the entire subscription term, or the allocation of credit periods may not be correct if you enable the above setting in these situations, you can choose a custom start date for the first full credit period this allows you to align the credits with a specific date, such as the 1st of each month, while ensuring that the subscription is billed correctly for the entire term \# # how it works when you create an order with a credit burndown subscription, a new field “first full credit period start date” will be available in the line editor for the line item by default, this date will match the subscription’s start date, but you can adjust it to a specific day that meets your needs (for example, the 1st of each month) once the order is activated, the credits will be generated, and the first full credit period will align with that date align credits line editor jpg note if the setting “align credits with subscription's bill cycle day” is enabled, it will take precedence, and the credits will be aligned with the bill cycle day of the credit burndown subscription, regardless of the field “first full credit period start date” user scenarios consider a company that offers annual subscriptions but wants credits to be distributed monthly, aligning on the first of each month, while billing customers on the annual subscription start date in this case, when creating an order for this credit burndown subscription, the company can set the “first full credit period start date” to the first of the upcoming month set the bill cycle day and bill cycle start month to the same date as the subscription's start date this will make sure the subscription will be billed for the full term without any proration order product name subscription start date subscription end date quantity bill cycle day bill cycle start month first full credit period start date credit package 05/15/2025 05/14/2025 100 15th of the month 5 06/01/2025 after activating the order, the credits issued to their customers will be aligned with the calendar month, and the first and last credits will be prorated accordingly 05/15/2025 06/01/2025 07/01/2025 08/01/2025 09/01/2025 10/01/2025 11/01/2025 12/01/2025 01/01/2026 02/01/2026 03/01/2026 04/01/2026 05/01/2026 05/31/2025 06/30/2025 07/31/2025 08/31/2025 09/30/2025 10/31/2025 11/30/2025 12/31/2025 01/31/2026 02/28/2026 03/31/2026 04/30/2026 05/14/2026 53 33 100 100 100 100 100 100 100 100 100 100 100 46 67 align credits issued credits jpg the subscription will be billed annually, beginning from the start date and covering the full term of the subscription align credits generated invoice jpg \# # put it all together this credits alignment feature offers granular control over how and when credits are allocated within a subscription, separating credit allocation from billing schedules you can easily tailor your credit allocation strategy to fit customer or business needs while keeping billing cycles unchanged this reduces confusion, supports unique business requirements, and ensures your credit burndown subscriptions work seamlessly with a wide variety of use cases