0001 Basic Components
0002 Payment Gateway
0003 Merchant Account
0004 Collection of Payment Details
0005 Recurring Billing business logic
0006 Fees
0007 setup fees
0008 monthly/recurring fees
0009 per transaction fixed amounts
0010 per transaction % amounts
0011 Payment Details Collection
0012 Self-hosted or 3rd-party
0013 Implications for PCI Compliance
0014 Customisation potential for consistent branding/look-and-feel
0015 Free Trial
0016 time limited or feature limited
0017 credit card details up-front or later
0018 payment provider support for free trials and details up-front vs later
0019 email reminders during free trial
0020 UI prompts during free trial
0021 handling expiry of free trial
0022 Subscription Plan Design
0023 basic segmentation model; how will different plans be differentiated
0024 implications of plan 'sizes' on code and enforcement of limits
0025 is enforcement necessary at the outset
0026 implications on the UI of the different sizes
0027 are unavailable actions hidden, or visible but prompt an up-sell
0028 subscription period: monthly and/or annual
0029 special deals for charities, open-source projects, academic institutions
0030 any add-ons that aren't part of the subscription plans
0031 Chargebacks and refunds
0032 payment provider support for challenging chargeback requests
0033 any fees associated with this
0034 is the product likely to incur lots of chargebacks
0035 policy for refunds
0036 refunds for unused/partial days/months
0037 Cancellations
0038 how will customers cancel their subscription
0039 cancellation in 'local' product code
0040 cancellation in 3rd party payment provider's system
0041 immediate cancellation or deferred to end of the current/paid billing period
0042 delete account data or keep in case of reactivation
0043 any scope to prompt for 'exit feedback' from departing customers
0044 Upgrades and Downgrades
0045 how will customers upgrade or downgrade their subscription
0046 is the new charge deferred to the next billing period or incurred immediately
0047 pro-rated charge or simple change on next billing date
0048 same policy for longer subscription periods, e.g. annual may need different policy
0049 when does the upgrade/downgrade take effect
0050 how will the UI handle or prevent downgrades when current usage exceeds a lower plan
0051 Payment Failures
0052 process implemented locally or by 3rd party
0053 customisation of the content of reminder emails
0054 customisation of the number and timing of reminder emails
0055 method of notifying eventual failure
0056 impact on UI during the process of chasing payments
0057 what does the UI do on eventual expiration/cancellation
0058 Discounts, vouchers and coupons
0059 free accounts
0060 indefinite % discounts
0061 N months discounted
0062 single and multi-use coupons
0063 coupons/vouchers with customisable text (or just random codes)
0064 scope for affiliate deals and their tracking
0065 Beta Audience
0066 process for migrating beta audience
0067 scope for special/different messaging
0068 discounts
0069 join free trial or convert to paid accounts
0070 Currencies
0071 currency that customers are charged in
0072 currency of merchant account
0073 currrency of settlement account
0074 configuration of prices in the product
0075 configuration of prices in payment provider's system
0076 which countries need/are supported by payment provider
0077 Sales Tax/VAT
0078 selling to regions that require sales tax or VAT accounting
0079 display prices inclusive or exclusive of taxes
0080 keep net price constant or gross price constant
0081 accounting of taxes on invoices/receipts
0082 accounting of taxes at settlement time
0083 API integration
0084 notification of activations, changes and cancellations
0085 polling of subscription status and details
0086 security of outbound requests and inbound notifications
0087 how to test changes in notification handling code once live
0088 Miscellaneous
0089 frequency of transferring funds into settlement account
0090 analytics and tracking: scope to include google analytics/adwords IDs on the relevant pages
0091 support for other payment methods: purchase orders, invoicing etc
0092 are the Terms & Conditions and Privacy Policies up to date
0093 payment provider test mode features, e.g. simulating payment failure, test payments
0094 payment provider reporting features (dashboards, statements, statistics etc)
0095 process for adding a new subscription plan after original plans go live