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Add Action to Update Payment Method (and/or toggle automatic/manual renewals)

Open thenbrent opened this issue 6 years ago • 1 comments

From @jrick1229 via Slack:

  • Here are the settings:
    • Subscription Product A - $0 every month, $500 sign-up fee
    • Subscription Product B - $100 every month
    • Workflow - Subscription Renewal Payment Complete - Add Product B to subscription
  • Sequence of events:
    • Purchase Product A.
    • Subscription will be set to ‘Manual Renewal’.
    • Manually ‘Process Renewal’.
    • Once the workflow runs, Product B should be added to the subscription.
  • Notice that even though the subscription is now charging every month, the payment method is still set to ‘Manual Renewal’.
  • Any possible way to update that payment method when the workflow is processed?

The Subscription - Add/Update Custom Field could be used for this by setting the following custom fields:

  • _requires_manual_renewal set to string 'false' or string 'true'
  • _payment_method set to payment method key, e.g. 'stripe'` and
  • _payment_method_title set to description of payment method, e.g. 'Credit Card via Stripe'

However, it would also be possible to a provide a much simpler UI to set these, if demand exists for it.

thenbrent avatar Jul 23 '19 07:07 thenbrent

Was looking for something like this today

josh-tt avatar Jul 18 '20 10:07 josh-tt