cancelling the termed subscriptions that don't renew allows our sales teams to create a new termed subscription later with any start date when the customer does want to purchase a recurring product. flip side of that is, over time, cancelled subscriptions can start stacking up. Our provisioning recongonizes that the pertepual products are available forever even if a subscription is cancelled.
We currently don't use an evergreen subscription to manage the perpetual products nor do we change the termed subscription to an evergreen subscription when the customer doesn't renew. the reason is generally due to lack of internal resources needed to modify existing workflows to handle those changes.
I see orders helping with creating multiple subscriptions on 1 quote so that the one-time perpetual products could be added to an evergreen subscription and the recurring products added to a termed subscription that would then renew. The evergreen subscription can remain active forever. the termed subscription could be cancelled if the customer doesn't renew. Then if the customer wants to come back and buy more perpetual products, we could hopefully reuse the existing evergreen subscription and add more products and then create a new termed subscription for the recurring products with 1 quote.
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@bbooth1986 - the mergefield <invoice.balance> houses the value at the time of invoice generation. Let's say you've applied a credit to the invoice and would like to see the new balance and have it present to your customer this way, please regenerate the invoice.
As for your second question about payment transaction info that has been deprecated, though we make recommendations to use the Transaction Table where possible, you can try using the old Payment ones. I've done some testing on my own sandbox to verify and it looks like they all work. Our PM team is working to add those additional fields to the Transaction table that will fill the gaps left by deprecating the Payment table, and until then the Payment table is still available to use.
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