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Override Amount

Using the Subscription overrideAmount

For merchants managing recurring billing, the overrideAmount is a powerful, no-fuss tool for handling custom pricing without having to create dozens of complex coupons or clone your master plans. Think of it as a simple, permanent instruction to the billing system: "Ignore the standard plan price and charge this specific amount instead."

What is an overrideAmount?

The overrideAmount is a field at the subscription level that allows you to set a custom price for a customer. It does not have an expiration date or a complex "status" to manage.

How it Works

Every time a subscription is set to generate a new invoice for the next cycle, the system does a simple check:

  • Override Present: If an overrideAmount is set on that customer's subscription, the system ignores the plan's default price and bills the customer that specific override amount.
  • Override Absent: If the field is blank, the system falls back to the default price of the underlying plan. This rule applies to the next cycle and all subsequent cycles until a merchant manually updates or removes the override.

Use Cases

1. Grandfathering Loyal Users During a Price Increase

The most common way to use this feature is to raise prices for your customer base without upsetting your early adopters.

  • The Scenario: You have a subscription plan with a default base price of $40. You decide it's time to increase the price of this service to $60.
  • How to use the override: To move your customer base to the new price, you apply an overrideAmount of $60 to their subscriptions. From the next cycle onward, they will be billed $60.
  • To "grandfather" your loyal, early customers, you do absolutely nothing. By leaving their subscriptions without an overrideAmount, the system continues to pull the default plan price of $40, allowing them to enjoy the old price indefinitely.

2. Custom B2B or VIP Negotiated Pricing

In the B2B or high-ticket world, sales teams often close deals by offering custom, negotiated rates that differ from the standard pricing listed on your website.

  • The Scenario: Your standard Premium Plan is $100/mo. You close a deal with a strategic partner for $75/mo indefinitely.
  • How to use the override: You put them on the standard Premium Plan so they get all the right features, and simply set the overrideAmount to $75. They get their special negotiated rate for every single renewal without you needing to create a brand-new, hidden plan.

3. Permanent Employee or "Friends & Family" Accounts

Managing employee perks or accounts for testers and partners can be a headache if you have to constantly check if a discount code expired or if a trial ended.

  • The Scenario: You want to give your employees access to your $50/mo service for free, or for a token amount like $5/mo to cover hard costs.
  • How to use the override: You just set the overrideAmount to $0 (or $5) on their subscription. They get the perk indefinitely. If the employee leaves the company, you just delete the override amount, and their next invoice will automatically return to the standard $50/mo.

4. Regular Annual Price Adjustments

Many businesses have contracts or policies that include a scheduled annual price adjustment (e.g., a 5% increase for inflation or a standard step-up rate).

  • The Scenario: A customer is paying $100/mo. On their annual anniversary, your terms dictate that their rate increases to $105/mo.
  • How to use the override: Instead of creating a brand new plan or moving them to a different tier, you simply update their existing overrideAmount to $105. The system will charge this new amount moving forward until you manually adjust it again next year.

Quick Reference Summary

Subscription StateWhat the Customer is BilledWhen it Changes
No Override Field SetThe default price tied to the master plan.If the master plan price changes, or if you add an override.
Override Field SetThe exact dollar amount specified in the override.Only if a merchant manually updates or deletes the override.