Bulk Operations for Subscription Pricing, Billing Intervals, and Status

Changes to subscriptions and invoices.

Last updated About 2 months ago

🚧 The Bulk Operations feature is currently in Beta, and its setup and customisation may change over time. Use caution when making changes, as future operations may affect its functionality.

To update specific billing terms, configure segment parameters correctly to filter the billing cycle. Currently, selecting a billing term in the bulk update window applies changes to all products unless properly filtered.

All changes made through Bulk Update are recorded in the activity log for each contract product.

Bulk operations let you quickly modify prices, billing intervals, subscription statuses, and more across contract product categories, filters, and segments.

To set up a bulk update:

Go to Products & Services > Subscriptions Overview.
Apply filters.
Choose Bulk Update from the menu.

This guide will show you how to create a segment and apply bulk operations to contract products.

📘 Watch the YouTube tutorial on Bulk Operations for subscription pricing, billing, and status.

Creating a segment

Go to Product & Services > Subscriptions.
Find Subscription Segments and click Add.

Enter a segment name and set filters (e.g., product, billing term, status).
Click Create.

Applying bulk operations

For price changes

Open the segment.

Click the three dots and select Create bulk operation.

Select Schedule price or term change.

Select the method to either Apply change across entire product configuration or Apply change to main product only.

Enter new pricing (fixed or percentage), adjust billing intervals, or update status.
Click Create to apply.

For interval or status changes

Select Apply status or interval updates.

Choose the interval or status.
Click Create.

For renewal invoices

Select Generate next renewal invoice, write a reason, and click Create.

Viewing bulk operations history

Go to Product & Services > Bulk operations.
Review all past and current bulk operations, including those in progress.

Common scenarios

Adjusting billing dates or pricing (Single contract vs. Bulk)

The right tool depends on the scope of the change you need to make.

For a single contract product, use the Modify Product option on the contract product's Overview tab. This updates the billing date or price for that specific subscription. Note that modifying a contract product this way will generate a migration invoice or a prorated invoice, depending on the nature of the change.

See the Modify Product guide for full details on how this works.

For multiple contract products at once, use the Bulk Operations feature covered in this guide. Create a segment that targets the relevant subscriptions, then apply the appropriate bulk operation. When doing this, take care to select the correct operation type:

Schedule price or term change - For pricing and billing interval updates
Apply status or interval updates - For automation interval changes.

Choosing the wrong operation type can apply changes more broadly than intended, so review your segment filters carefully before confirming.

Key points:

Invoice regeneration cannot be used to change billing dates. Regenerating an invoice only updates client details on the invoice, such as the company name or billing address, and does not affect the billing cycle, renewal date, or service period in any way.
Billing date changes affect future invoice cycles only.

Example: (To move billing from the 2nd of the month to the 10th)

Update the contract product renewal date.
Allow the system to generate new invoices based on the updated cycle.