Skip to main content

Trial Subscription

A trial is a predefined period during which the customer can access a subscription before the first recurring payment is collected. Trials are configured using the optional trialSettings object in the Create Susbcription API request. During the trial period, the subscription remains in the TRIAL state.

Trial Activation Flow

The following flow illustrates the two supported trial activation options:
  • Trial with a payment mandate
  • Trial without a payment mandate
At the end of the trial, the subscription either proceeds with automatic billing (if a valid payment mandate is available) or follows the configured subscription policy.

Trial with Payment Mandate

In this flow, the customer authorizes or adds a payment mandate while activating the trial.

Behaviour

  • The customer provides or authorizes a payment mandate during trial activation.
  • No payment is collected when the trial starts.
  • The subscription remains in the TRIAL state throughout the trial period.
  • If the customer has not cancelled the subscription before the trial ends, Transact Bridge automatically attempts the first recurring payment using the saved payment mandate.
No debit is attempted during the trial period.

Trial without Payment Mandate

In this flow, the customer starts the trial without providing a payment mandate.

Behaviour

  • The customer starts using the subscription immediately.
  • No payment authorization is required during activation.
  • The customer can add a payment mandate at any time while the trial is active.
  • When the trial ends:
    • If a payment mandate is available, Transact Bridge attempts to collect the first payment.
    • Otherwise, the subscription follows the configured billing or activation policy.
If no payment mandate has been added by the end of the trial, automatic billing cannot be performed until one is available.

Comparison

Trial Lifecycle

API Configuration

Trials are enabled by including the optional trialSettings object in the Create Susbcription API request.
Refer to the Create Subscription API documentation for all supported trialSettings parameters.