Fixed (Recurring)

Fixed (Recurring) Rate Types are used when a set fee is charged at specific intervals, and is not contingent upon usage or other variable data. This Rate Type is typically used for selling membership fees, streaming services, and other services where the rate is fixed. While the rate is fixed, the charging cadence is ultimately determined by the Charge Schedule and Term. Learn more about this duo under Charge Schedule and Term Multiplier.

Fields Required for Configuration

• Customer
• Item
• Name
• Start Date and End Date
• Rate Type
• Quantity
• Rate
• Proration Type
• Charge Schedule
• Term- The Term (Days, Monthly, Period, etc) selected will impact the way the Charges are grouped together under the Charge Table.

If no Term is selected, the Term under the Charge Table will inherit the charging cadence set by the Charge Schedule.

• Optional Fields
  • Additional Discount Percentage
  • Additional Discount Amount

Creating a Fixed (Recurring) Subscription

1. Go to your Subscription
2. Add a new Subscription Item under the Subscription Items Subtab > click New ZAB Subscription Item
3. Add a Name for the Subscription Item, by default the Item name will populate.
4. Add an Item Description or leave the defaulted Item Description from the Item Record
5. Add Start and End Dates, these can differ from the Subscription
6. Under Rate Type, select Fixed (Recurring). (Here you’ll notice that the required fields on the Subscription Item change. See configuration below.)
7. Add a Quantity and Rate (This will reflect the Fixed Rate.)
8. Select Proration Type (Most applicable when the period starts or ends mid month.)
9. Select a Charge Schedule (see the Charge Schedule guide to learn more)
10. Save

Example: Fixed (Recurring) Subscription Item with a Monthly Term

The following examples demonstrate how the Per Term field and Charge Schedule will impact the calculation of Charges.

Fixed (Recurring) Subscription Item with a Monthly Term and Monthly (non-calendar based) Charge Schedule



The same Fixed (Recurring) Subscription Item with a partial period



For partial periods, proration will occur based on the Per Term selected.

Note: the Proration Type field allows you to specify proration when the Per Term field is not populated, learn more here.

Example: Fixed (Recurring) Subscription Item with no Term selected

Fixed (Recurring) Subscription Item with a Quarterly Charge Schedule



When the Term is not specified, the Charge Schedule cadence (e.g. Quarterly) will dictate the Period (e.g. a single Period represents 3 Months ). In this example, the Term is not set and Do Not Prorate is selected, which means the first Charge and the Period (Quarter) are not prorated.

VS. Fixed (Recurring) Subscription Item with a Quarterly Charge Schedule and Monthly Term


A Term (Months) is specified, allowing for proration to occur. The Term Multiplier is 3 to reflect the number of Months in a Quarter. The Term Multiplier (value) is used in calculating the Charge Amount (Quantity * Rate * Term Multiplier = Amount).