Starting a Subscription with Buckaroo

To start a subscription, an initial payment method or eMandate must be used. This enables automated recurring payments. The IncludeTransaction feature allows the creation of the first invoice on the day the first payment is received and marks it as paid based on this payment. This feature ensures that the initial and subsequent invoices are matched with the first payment.

Using IncludeTransaction

When IncludeTransaction is set to True in the CreateCombinedSubscription call, the following occurs:

• The first payment amount is applied to the first invoice.
• Any remaining amount from the first payment is spread across subsequent invoices until fully utilized.

Example Scenario:

In this example:

• The first payment of €110 is applied to cover the first three invoices partially and fully, and the remaining amount is used for the subsequent invoices.

Refund Process

Refunding amounts on invoices paid with an external payment involves three steps:

1. Credit Note: Issue a credit note on the invoice (e.g., €10).
2. External Payment Refund: Refund the external payment (e.g., €10), setting the outstanding amount on the invoice to €0.00.
3. First Transaction Refund: Refund the first transaction (e.g., iDEAL) for €10, returning the money to the payer.

Visibility on PDF Invoices

When Buckaroo generates a PDF invoice:

• The IncludeTransaction amount is processed and marked on the PDF.
• The already paid amount is deducted from the invoice total.
• If there is an outstanding amount, reminders will show the remaining amount, not the original invoice amount.

Configuring IncludeTransaction

To utilize the IncludeTransaction feature, follow these steps:

1. Enable IncludeTransaction: Set IncludeTransaction to True in the CreateCombinedSubscription call.
2. Monitor Invoices: Ensure that the first payment is correctly applied to the initial and subsequent invoices.
3. Handle Refunds: Follow the three-step refund process for any necessary refunds.

Implementation in Buckaroo

• Create Combined Subscription Call: Use the development portal to access the CreateCombinedSubscription API call.
• Initial Payment Handling: The first payment will be matched to the initial and follow-up invoices, ensuring seamless payment processing.