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Order Intervals in Recurring Orders

Recurring Orders offers daily, weekly, monthly, and yearly order interval options. If you set up a fixed weekly order interval option, you can configure a day of the week for the recurring orders to fall on. Fixed monthly orders can also be set to a specific day of the month.

These options do not take effect on the first order, they take effect on the second recurring order and onward. The customer's first recurring order will always generate and charge immediately after a successful check out on your Shopify store. You can decide when you'd like to ship out that initial order.

Note: Reconfiguring your Subscription Group settings does not affect existing subscribers, it only affects new subscribers. 

In "Single Product" or "Multiple Product" cart style: the option to configure a fixed weekly interval is found when creating or editing a "Subscription Group" after navigating to the main "Subscriptions" tab.

First, select the second option under Step 2: "Set a fixed shipping interval". You would then change the interval value to "Week(s)". Any products in this subscription group will be presented with a fixed weekly option on the product page.

If you select "On purchase date each week", this means a subscriber's upcoming orders will be scheduled based on their initial order date. For example: if they order on a Monday their orders will always fall on Monday.

If you select: "Charge all customers on the same day(s) every week", this means you have control over which day of the week the order will fall (after the first order). You can choose one day of the week or multiple. If you allow multiple options, the subscriber will be able to choose between both options when viewing the subscription product page.

These two options apply to weekly, biweekly, and other weekly fixed options as well.

Step1.png 

This option is also available in the "Recurring Cart" mode, which can be configured under the main "Recurring Cart" tab.

Step2.png 

Automatic Weekly Order Scheduling

A customer's first order will always process and generate immediately after checking out on your Shopify store. You can then choose to interpret that first order as counting for that week, even if the order has been placed a bit early.

The examples below would directly apply to stores that ship out on the day of the week they receive their recurring orders.

These examples show when an initial order was placed, not shipped:

  1. Customer places the order on a Tuesday, but your fixed weekly option is set for Sundays.

    Their second recurring order would not be generated until the Sunday of the following week, so you would interpret their initial Tuesday order as counting towards that Sunday.

    Step3.png 

  2. Customer places the initial order on a Wednesday, but your fixed weekly option is set for Fridays.

    You would interpret their initial Wednesday's order as counting toward that Friday, two days later. Their second recurring order would be scheduled the following week on a Friday.

    Step4.png 

If you have any other fixed weekly scenarios you're curious about, don't hesitate to Email our Support Wizards for more information.

The functionality behind fixed monthly order intervals is very similar to weekly, except you're choosing a specific day of the month for monthly orders to fall on. This feature is popular among subscription box models as it allows the store owner to better prepare for their monthly orders.

This feature can be set up for monthly, bi-monthly, and quarterly intervals as well, as this would prevent orders from being scattered throughout the month.

In "Single Product" or "Multiple Product" cart style you would find these settings when creating or editing an individual "Subscription Group" in Step 2.

Step5.png 

You would first choose a date, and then choose a numerical value for the buffer days.

Buffer Days

Buffer days are used to prevent a subscriber's first and second recurring order from falling too close together when you've configured your monthly subscriptions to bill on the same day every month.

It isn't always necessary, it depends on the subscription model, but for most store owners buffer days are important to prevent double billing. Typically we recommend 15 buffer days, but it can vary across different use cases.

For Example:

If a customer's first order was on the 31st of the previous month, and the monthly date is the 5th of the month, you most likely would not want a subscriber to have a second order generate on the 5th.

Buffer days are the number of days leading up to your fixed monthly re-billing date, where if a customer's first order fell on one of those days, they would not have an order generate on the upcoming re-billing date. They would not have another recurring order generate until the next month.

Use case:

If you configure your fixed monthly re-billing date to be the 1st of every month and you set your buffer days to 15, this means any first recurring order that is placed in the 15 days leading up to the 1st of every month will not have an order generate until the following month.

First Order: October 25th

Second Order: December 1st

The October 25th Shopify order would be designated as a November 1st subscription order so that the October 25th order would count towards November 1st. The second order would be automatically scheduled on the next cycle date of December 1st.

Visit Fixed Weekly and Monthly Order Intervals Setup for detailed instructions.