Common billing scenarios for license-based SaaS transactions in Partner Center
Appropriate roles: Admin agent | Billing admin | Helpdesk agent | Sales agent
These example common billing scenarios are applicable to license-based software as a service (SaaS) subscriptions in Partner Center.
Convert a free trial SaaS subscription to a paid subscription
This scenario describes billing for the renewal of a license-based free trial SaaS subscription. The renewal converts the free trial to a paid subscription at the end of the free trial period.
In this example, you purchased a free trial of a license-based SaaS (software as a service) subscription on June 10. This free trial automatically renewed as a paid subscription when the free trial period ends.
The recon files will include the following charges:
| Purchase date | Charge start date | Charge end date | Unit price | Unit quantity | Total amount | Charge type | Subscription description |
|---|---|---|---|---|---|---|---|
| 06/10/2019 | 06/10/2019 | 07/09/2019 | $0 | 1 | $0 | New | Free trial |
| 07/10/2019 | 07/10/2019 | 08/09/2019 | $2 | 1 | $2 | Renew | Paid subscription |
Cancel a free trial SaaS subscription
Tip
You can cancel a license-based free trial SaaS subscription any time, even during the free trial period.
In this scenario, you purchased a license-based free trial SaaS subscription on July 1, and then canceled it immediately in Partner Center.
The recon file will include the following charges:
| Purchase date | Charge start date | Charge end date | Unit price | Unit quantity | Total amount | Charge type | Subscription description |
|---|---|---|---|---|---|---|---|
| 06/10/2019 | 06/10/2019 | 07/09/2019 | $0 | 11 | $0 | New | Free trial |
| 06/10/2019 | 06/10/2019 | 07/09/2019 | $0 | 11 | $0 | Cancel | Free trial |
Convert custom meter SaaS subscription to another SKU
This scenario describes how to convert a custom meter SaaS subscription from one stock keeping unit (SKU) to another SKU for the same product, on the same date.
In this scenario, you purchased one SKU (Silver) under a product and converted it to another available SKU (Bronze) under this product on the same date.
The recon file will include the following charges:
| Purchase date | SKU | Charge start date | Charge end date | Unit price | Unit quantity | Total amount | Charge type | Subscription description |
|---|---|---|---|---|---|---|---|---|
| 06/10/2019 | Silver | 06/10/2019 | 06/10/2019 | $20 | 1 | $20 | New | Custom meter SaaS subscription |
| 06/10/2019 | Silver | 06/10/2019 | 06/10/2019 | $20 | 1 | -$20 | Convert | Prorated rebill for custom meter SaaS subscription |
| 06/10/2019 | Bronze | 06/10/2019 | 06/10/2019 | $10 | 1 | $10 | Convert | Custom meter SaaS subscription |
Purchase and cancel a customer meter SaaS subscription on same date
This scenario describes billing for a customer meter SaaS subscription that you purchased and canceled through the Azure portal on the same date.
In this scenario, you purchased a custom meter SaaS subscription on the Azure portal. Then, you canceled the subscription on the same date.
| Purchase date | SKU | Charge start date | Charge end date | Unit price | Unit quantity | Total amount | Charge type | Subscription description |
|---|---|---|---|---|---|---|---|---|
| 06/10/2019 | Bronze | 06/10/2019 | 06/10/2019 | $10 | 1 | $10 | New | Custom meter SaaS subscription |
| 06/10/2019 | Bronze | 06/10/2019 | 06/10/2019 | $10 | 1 | -$10 | CancelImmediate | Custom meter SaaS subscription |
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