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Posted

Hi all,

I see that required events (Stripe) are as follows: source.chargeable, charge.succeeded, charge.failed, charge.dispute.created and charge.dispute.closed

Are there other events which ideally should be included, even if they are not required? For example: charge.pending? Other events?

Thanks.

  • Author

Note: I am using the Stripe Test Mode environment - perhaps things are different when using the production version?

Invision 4.7

Hi all,

Further to my previous post, when a member downgrades their subscription plan, is it possible for the 'refund' to be converted into a credit note, and for the first new payment period (of the new, lower priced Plan) period pro-rated to reflect this?

Example:

Plan 1: $5/month
Plan 2: $15/month

Plan 2 downgraded to Plan 1 half way through month, generating a $7.50 refund/credit

Plan 1 starts immediately and covers a period of 1.5 months (1.5 x $5)

Regular Plan 1 payments ($5/month) start 1.5 months after the initial Plan 1 payment and occur every month.

This would avoid the need to for refunds and potential refund fees.

Bug? My testing indicates that there is no refund or credit generated when a Plan is downgraded. (There is no indication of refund in the AdminCP, the account Orders history, or at Stripe. I have selected 'Difference between the renewal prices pro rata' for both upgrades and downgrades. I have also selected (for the purposes of testing) all end point events at Stripe.

Any advice?

  • Author

Again, in test mode: I've just changed the settings so that downgrades result in refunds. A refund is indicated at the subscriptions page when I downgrade, but this is not reflected in Orders, the AdminCP, or at the Stripe Transactions panel. All Webhook Events are enabled at Stripe.

  • Community Expert

With the webhook, those are the only ones needed. There are no others used

On the downgrade refunds, they are always given as credit, as stated in the description for that option.

If you are seeing issues with an item you have downgraded, I would need to see that example in order to be able to advise.

  • Author

Hi @Marc

No credits are indicated in the subscribing account, r in the AdminCP, or at stripe. It explicitly states at Stripe that have been zero refunds. Whereas, upgrades are listed in all locations.

Can you create an Admin account at my forum? You will be able to view subscription from the main menu. It is in test mode, so feel free to play around. You can use test credit card number: 4242 4242 4242 4242, any 3-digit CVC number, and use any made up name and address details.

  • Community Expert

Sorry, I'm not sure what you are looking at here, as stripe would have nothing to do with it in any way. They would be given account credit on your invision community in commerce. You wouldnt see anything at all in stripe.

  • Author
1 minute ago, Marc said:

Sorry, I'm not sure what you are looking at here, as stripe would have nothing to do with it in any way. They would be given account credit on your invision community in commerce. You wouldnt see anything at all in stripe.

Ah. I see. But since I since this appears to not be working at all, I would not know this. ;)

There is no indication of any refunds appearing within 'Your Order' with the subscribing account or in the AdminCP.

  • Community Expert
3 hours ago, Como said:

Ah. I see. But since I since this appears to not be working at all, I would not know this. ;)

There is no indication of any refunds appearing within 'Your Order' with the subscribing account or in the AdminCP.

Are you saying the individual did not receive the account credit? If so, could you please provide the user's display name or ID?

  • Author

It's my own account. I am the only one testing Subscriptions, so it should be easy to find. I'll send you the account ID and username.

  • Author

Actually, @Jim M, how do I get the ID/username information to you?

  • Community Expert
Just now, Como said:

Actually, @Jim M, how do I get the ID/username information to you?

You can place it here.

  • Author

Hi @Jim M

Looking at the client area here, I see there is a 'Account Credit' option in the dropdown menu. I do not have this at my community. I checked it out in the menu manager and the menu option is greyed out. Upon hover, it displays, 'This feature is disabled and so a menu item for it will never show'. I have searched and I cannot find where this might have been disabled.

12 minutes ago, Jim M said:

You can place it here.

I prefer separation between here and my community. So will not post my ID/useranme in public.

  • Community Expert
15 minutes ago, Como said:

Looking at the client area here, I see there is a 'Account Credit' option in the dropdown menu. I do not have this at my community. I checked it out in the menu manager and the menu option is greyed out. Upon hover, it displays, 'This feature is disabled and so a menu item for it will never show'. I have searched and I cannot find where this might have been disabled.

Account credit will show for you in the ACP when view they user's Commerce profile as an admin.

However, if the option is disabled in the Menu Manager, that means you have already added it.

15 minutes ago, Como said:

I prefer separation between here and my community. So will not post my ID/useranme in public.

Please be advised I have messaged. Please note that IDs are completely anonymous and can be used publicly.

  • Author
10 minutes ago, Jim M said:

Account credit will show for you in the ACP when view they user's Commerce profile as an admin.

Not sure I follow - typo? If you mean their entry in Commerce => Subscriptions => Subscribers, there are no entries for the account relating to refunds or credit. The same goes for Members = Members => Customer View

If I go here:

admin/?app=nexus&module=payments&controller=invoices&member=

It shows only upgrades, expired, pending and cancelled transactions.

10 minutes ago, Jim M said:

However, if the option is disabled in the Menu Manager, that means you have already added it.

The item is checked, but the whole option is greyed out in 'menu item type'. And it does not appear in the dropdown in Subscriptions (front end, my account).

'Show this item to users who can access its content' is selected, but when I select 'I want to choose which groups can see this item', it does not save the option and it reverts to the original option.

10 minutes ago, Jim M said:

Please be advised I have messaged. Please note that IDs are completely anonymous and can be used publicly.

Well, not really. The ID could be used to confirm my identity here since it is displayed in plain view in my profile URL. It is not vital, but I prefer to keep the separation. My impression is that most Invision clients/members do not advertise their forums/websites here. I'll send you the details in reply to your PM. Thanks.

  • Community Expert
17 minutes ago, Como said:

Not sure I follow - typo? If you mean their entry in Commerce => Subscriptions => Subscribers, there are no entries for the account relating to refunds or credit. The same goes for Members = Members => Customer View

If I go here:

admin/?app=nexus&module=payments&controller=invoices&member=

It shows only upgrades, expired, pending and cancelled transactions.

You would go to the Customer View.

I sent you a screenshot in our personal message but here is also the URL (replace XXXX with your user ID): /admin/?app=core&module=members&controller=members&do=view&id=XXXX&tab=nexus_Main

18 minutes ago, Como said:

The item is checked, but the whole option is greyed out in 'menu item type'. And it does not appear in the dropdown in Subscriptions (front end, my account).

'Show this item to users who can access its content' is selected, but when I select 'I want to choose which groups can see this item', it does not save the option and it reverts to the original option.

It is in your Menu Manager under "My Details" which is under "Subscriptions"

image.png

  • Author
20 minutes ago, Jim M said:

You would go to the Customer View.

I sent you a screenshot in our personal message but here is also the URL (replace XXXX with your user ID): /admin/?app=core&module=members&controller=members&do=view&id=XXXX&tab=nexus_Main

Hi Jim.

I see the credit amount now - I had missed that (wood/forest for the trees and all that). But there are still no details for any refunds in the account subscription data. Is this usual? If so, it is confusing.

20 minutes ago, Jim M said:

It is in your Menu Manager under "My Details" which is under "Subscriptions"

image.png

Yes, I see that. But as I stated, from the front end view of my account, 'Account Credits' is not listed in the dropdown menu. Neither are credits/refunds listed in my 'Orders'. As an ordinary user, how would I track my subscription credits/refunds? As an Admin, how do I track credits/refunds for an account when (except for the headline figure) they are not recorded and I receive inevitable questions from members?

Further, when I upgrade, existing credits are not used. This is surely a bug. (Or part of a larger problem affecting my installation.)

  • Community Expert
3 minutes ago, Como said:

I see the credit amount now - I had missed that (wood/forest for the trees and all that). But there are still no details for any refunds in the account subscription data. Is this usual? If so, it is confusing.

Yes, this is currently the only operation to be recorded on the invoice which they happened on.

12 minutes ago, Como said:

Yes, I see that. But as I stated, from the front end view of my account, 'Account Credits' is not listed in the dropdown menu. Neither are credits/refunds listed in my 'Orders'. As an ordinary user, how would I track my subscription credits/refunds? As an Admin, how do I track credits/refunds for an account when (except for the headline figure) they are not recorded and I receive inevitable questions from members?

Further, when I upgrade, existing credits are not used. This is surely a bug. (Or part of a larger problem affecting my installation.)

You had Account Credit disabled so I have enabled it for you.

  • Author
2 minutes ago, Jim M said:

You had Account Credit disabled so I have enabled it for you.

Great! Where is that option? I did search for such an option. Urgh. 😔

  • Community Expert
1 minute ago, Como said:

Great! Where is that option? I did search for such an option. Urgh. 😔

Kind of hidden in ACP -> Commerce -> Withdrawls -> Account Credit -> there is the ability to allow top up and that gives them the ability to view the front-end.

  • Author
3 minutes ago, Jim M said:

Kind of hidden in ACP -> Commerce -> Withdrawls -> Account Credit -> there is the ability to allow top up and that gives them the ability to view the front-end.

You think!? 🤐 Gotta say, the description doesn't help much either.

  • Top up Settings

  • Allow members to add credit to their account?

But your help and patience is appreciated, Jim. Thx.

Ah. Just checked - upgrading still does not deduct from the account credit. Is this how it is designed / expected behaviour? Or a bug?

  • Community Expert

It will if you choose to pay with account credit. You dont have to pay with account credit when upgrading though

  • Author
On 4/29/2025 at 9:36 AM, Marc said:

It will if you choose to pay with account credit. You dont have to pay with account credit when upgrading though

Urgh. I missed that option at the payment page. It defaults to card. I'll see what I can do to highlight the account credit option.

Having said that, what's the thinking about it defaulting to card rather than account credit? (Maybe there is something I have not considered.) And is there a way I can default it to account credit?

Thanks, @Marc.

  • Author
On 5/1/2025 at 10:45 AM, Marc said:

There isnt a way in which to change the default at present

OK. Thanks, @Marc.

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