If a plan is valid for one year (January-December) and our grace period is 6 months. When the person renews in March for example, I want the expiry to remain as December. Which option do I choose for the drop down "Manual renewal extends expiration date as follows":
You have to use By Calendar Year duration for that. You won't be able to set the year start date with a standard 1 year duration. "Renewal starts at expiration date or payment date - whichever happens last (allows free gap)" is recommended for most scenarios as always extending expiration date could force a user to pay for time they never utilized.
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I don't want someone renewing in March and having their expiration date be March 2016 then. I still want it to be the end of 2016 (December). We want all plans to be 1 calendar year (January-December).
You have to use By Calendar Year duration for that. It strictly sticks to a year duration with an exact year-start date. So you'd set the start date to 01-01 for example and the year will always begin January 1st and always expire December 31st. If they renew it extends that by 1 more year.
Kyle (Krileon) Community Builder Team Member Before posting on forums:
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-- My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.
Just leave it as the default "Renewal starts at expiration date or payment date - whichever happens last (allows free gap)". This means if they renew in advance it extends the expiration date. If they've been expired for a year and renew then they renew for their current year and don't have to pay for those past years.
Kyle (Krileon) Community Builder Team Member Before posting on forums:
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-- If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
-- If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please
send me a private message
with your thread and will reply when possible!
-- Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
-- My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.