Setting up a quarterly subscription

This guide provides general guidance on how to configure a quarterly subscription on fixed X day of Y-th month

You can use Recharge's Automate feature to set up a quarterly subscription, or use the Recharge API.

This guide explains how you can use the Recharge API to build a quarterly subscription offering.

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Platform:

  • Custom

Configure a quarterly subscription

To have a quarterly subscription, you need to set up the subscription with the following parameters:

VariableValue
order_interval_unitmonth
order_interval_frequency3
charge_interval_frequency3

With this setup, the subscription charges the customer and creates an order every quarter. When the system processes a charge, it automatically calculates the next charge date and schedules it for April 1st.

A challenge with this setup occurs when a customer subscribes on a date other than the 1st of the correct month (e.g., they subscribe on February 2nd).

To handle this scenario, you need to use both the Recharge and Shopify APIs. Since Recharge immediately sends the initial order to Shopify, you can't cancel it directly from Recharge. Instead, you must use the Shopify API to manage it.

If you allow the first order to ship on February 2nd, you can simply realign the following orders for that subscription. This approach is easier to implement because it doesn’t require the Shopify API. Instead, you calculate the closest valid 1st of the month and use set_next_charge_date to adjust the schedule.


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