Cut-off Windows create an interval between the day a customer goes through ReCharge checkout to purchase a new subscription, and when you charge that customer again for their recurring order. Orders made before a cut-off date will get charged again (or have a prepaid order submitted) on the next upcoming charge date. Orders made at, or after 00:00 EDT of the cut-off date will skip the next upcoming charge date. The benefits of this feature typically include the following:
- Prevents customers from being charged for a current month or week's order if they've already been submitted for fulfillment.
- Minimizes time between the placement of an initial order and first delivery. For instance, if they make the cut-off for this month's box, they get that current month's box instead of waiting for next month's.
This feature works in conjunction with our Specific Day of the Week or Month feature. It disables our skip function if the cut-off conditions have been met. You must have the ability skip enabled AND a specific day of month or day or week that you re-bill customers in order for this feature to work.
Setting Things Up
Go to the ReCharge Dashboard.
Click Rulesets at the top. Then click the ruleset you'd like to add a cut-off window to.
In the Order Schedule section, specify your Order schedule to be either months or weeks
You will now see the option to specify on which day your customers will be charged. Select the Charge Date.
You can now select 'Set a cut off date' from the options below. Enter either the day of the month or select the day of the week you'd like your cutoff window to be on.
Make sure you click Save at the bottom of the screen afterward to ensure the setting applies to all future orders.
Once configured, we recommend you test the conditions by using our Ruleset Visualizer found on the right-hand sidebar of the Rulesets page.
Lastly, you should check all customers who've checked out in the last month (since your last billing date) as the cut-off date will not have applied to them. You'll need to change their upcoming order date if they made your cutoff. This can be done using our Edit Upcoming Order Date feature. If there are a large number of customers (30+) that require this change, you can use our Bulk Update Guide to fill out a spreadsheet and send to our customer success team to update for you.