The Stripe Billing Connector for Salesforce CPQ supports syncing your evergreen orders to Stripe subscriptions. Evergreen orders are subscriptions in Salesforce that have no end date, as opposed to renewable orders, which are recurring subscriptions that have a set end date.
The connector examines
SBQQ_SubscriptionType__c to determine whether to sync an order as
Evergreen. Therefore, a Salesforce order with an
Evergreen subscription type is synced as an evergreen order into a Stripe subscription, regardless of the value for
SBQQ_ProductSubscriptionType__c, which could be
collection_method field on the Stripe subscription to
send_invoice. You must explicitly set this field on the mapper. Also set a value for
days_until_due for the Stripe subscription.
SBQQ_DefaultSubscriptionTerm__c on the Salesforce evergreen order to 1. To prevent unexpected behavior on the invoices, make sure the evergreen order has a default subscription term equal to 1.
Cancel evergreen orders
You can cancel evergreen orders in Salesforce by making an order amendment with quantity zero and setting the cancellation date as the start date.
To cancel a Stripe subscription immediately, set the amendment start date to the current date. To cancel a Stripe subscription on a specific date, set the amendment start date to a date in the future.
If you cancel a subscription during a billing period, the subscription cancels immediately and the customer won’t receive a credit or refund for the remainder of the billing period.
The connector doesn’t sync Salesforce orders that contain both evergreen and non-evergreen products.
The connector only supports canceling Salesforce evergreen orders with one product. Attempting to cancel a subset of the products in an evergreen order will cancel the entire Stripe subscription. We recommend creating separate Salesforce evergreen orders for each product, if you want the ability to cancel orders in Stripe.
You must set the
collection_method on a Stripe subscription to
send_invoice. The default value is
charge_automatically, but the connector doesn’t support collecting customer payment methods, which is necessary to charge automatically.