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.
When you sign up for a free trial SaaS subscription, you often get a limited period to test the service. For instance, if you start a free trial on June 10, the trial period ends on July 10. At the end of the trial, your subscription is automatically converted to a paid plan without requiring any other action from you.
The reconciliation file includes these 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 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 reconciliation file includes these 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 | cancelImmediate | 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 reconciliation file includes these 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 and canceled a custom meter SaaS subscription on the Azure portal 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 |