Clear credits forward on plan change
What's the best/easiest way to clear out any credits on an account when changing plans?
Example use case:
We have a coupon that credits 3x months worth of credit when used. This allows a user to sign up with a CC but not get billed until their 4th month.
If the user changes to another plan (or even signs up again with the same coupon), we want to get them to a "clean slate" where they no longer have this credit in their account.
But CG carries the credit forward as "CREDIT_FORWARD", which normally is a good thing.
What are our options for preventing this from happening or eliminating this credit?
Thank you.
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Support Staff 1 Posted by Marc Guyer on 03 Oct, 2010 08:03 AM
I think your best option is to remove the charges you want to remove
before changing plans.
2 Posted by Dan Kamins on 05 Oct, 2010 01:16 AM
Are you suggesting we apply a positive charge equal to the value of the credits?
And that those charges should balance out to 0 and nothing will be carried forward?
Support Staff 3 Posted by Marc Guyer on 06 Oct, 2010 05:24 PM
You could go about it that way but you could also delete some existing charges that you wish to not carry forward.
4 Posted by Dan Kamins on 06 Oct, 2010 05:29 PM
I'm asking HOW would we delete the existing charges. Is this something we can do via API, and if so how? Or are you suggesting an admin would do it manually in the admin interface?
Thank you.
Support Staff 5 Posted by Marc Guyer on 06 Oct, 2010 07:03 PM
Ah, I see. This isn't documented. You can do this via the API:
/customers/delete-charge/productCode/MY_PRODUCT_CODE/code/MY_CUSTOMER_CODEA single post param:
chargeId. This is the CG id for the charge.6 Posted by Dan Kamins on 06 Oct, 2010 07:07 PM
Excellent, thank you. We will try this out.
Marc Guyer closed this discussion on 07 Oct, 2010 09:09 PM.