Skip to main content

Subscription Start-Date Override (Platform + API)

Problem Statement

Administrators need the ability to set or backdate the subscription start date directly from the platform. The current platform does not provide a controlled way to adjust start_date, creating gaps when aligning entitlement periods or correcting subscription timelines.
The feature must also be supported through the Subscription Create API endpoint, ensuring API-first consistency.


User Story

As an admin or integrator, I want to explicitly set the subscription start date (including backdating) via the platform UI and the Subscription Create API, so that subscription timelines can be accurately initialized without relying on workarounds.


Definition of Done (DoD)

1. Functional Requirements

  • The platform allows administrators to set or backdate the subscription start_date.

  • The Subscription Create API accepts an optional start_date parameter.

  • Changing the start date does not modify:

    • Invoice start date

    • Invoice line-item periods

    • Historical invoice data

2. Renewal Logic

  • Renewal date is based on the subscription's start date, including backdated values.
    Example: Backdating to Aug 1 → next renewal occurs Aug 1 of the next cycle.

3. Guardrails

  • Start-date modification (UI or API) allowed only when:

    • The subscription is not set to auto-renew, and

    • No renewal phase or future renewal event is scheduled.

  • Operation must be blocked when renewal logic depends on the existing start date.

4. Scope

  • Applies to all plan types (shipment-based and time-based).

  • Implemented in:

    • Platform UI (admin-level controls)

    • Subscription Create API

5. UI Note

  • Where applicable, the UI must clearly state:
    “Start date modifications do not affect invoice dates.”

Status: Available20 comments

Log in to comment and vote

Comments20

  • Michael Ghattas

    Team•

    Dec 10, 2025

    We will be moving forward with the ability to set a start date in the past. We will update the description accordingly.

    • Chris Gogos

      •

      Dec 10, 2025

      Can I also request, if I haven’t done so already, to be able to set the start date in the future. We encounter this problem all the time when entering manual subscriptions (for print/digital bundles) snd have to mess around with trial days or calendar reminders.

      • Michael Ghattas

        Team•

        Dec 10, 2025

        Noted. We will try to include setting a future date.

  • Andrew Cifuentes

    •

    Dec 10, 2025

    •

    Merged request

    •

    4 votes

    Select start date for renewal or new subscription

    It would be VERY helpful to be able to select a start date when either adding a new subscription or renewal. For instance, another box on the ‘pricing’ screen when setting up the renewal or subscription to select a start date for the subscription would be the most convenient space. I understand I have the option of delaying shipments which I have been using, but when I do this, it does not reflect in the subscription period. The subscription period still says the original start and end date which leads me to having to manually edit each individual invoice. Very tedious. On top of that, the data is out of sync. Can this be addressed soon please?

    Thank you

    • Chris Gogos

      •

      Nov 24, 2025

      I agree with this request. We often need to enter a new subscription manually in the back end, with a start date in the future, and we do not always want to use the ‘trial period’ feature. We are currently setting manual calendar reminders to enter the subscription on the date it is meant to start, which is not efficient and prone to human error.

      Regarding renewals, if I have understood correctly, this can now be achieved with the ‘Renew subscription’ and ‘Quick renew subscription’ options feature (once in the subscription choose the three ellipses top right)

    • Michael Ghattas

      Team•

      Dec 10, 2025

      This sprint, we will re-add the ability to modify the end date for subscriptions with shipments based revenue recognition. We will start separetly investigating the requirements around start date.

  • Jude

    •

    Dec 10, 2025

    •

    Merged request

    •

    3 votes

    Conditional Subscription End-Date Shortening for Shipment-Based Plans

    Problem Statement

    Clients require a reliable mechanism to retroactively align subscription periods for shipment-based plans. Historically, teams used a workaround by shortening a subscription’s end date to simulate an earlier start date. This method is now blocked due to platform restrictions introduced to enforce correct revenue-recognition behavior for time-based subscriptions.

    Because no alternative mechanism exists for shipment-based plans, clients cannot:

    • Align subscription windows to institutional or seasonal cycles (e.g., Jan–Dec).

    • Issue retroactive shipments when subscribers should receive earlier issues.

    • Correct timelines when renewals occur late but entitlements should begin earlier.

    Shipment-based plans do not follow time-based revenue recognition and often do not auto-renew, so allowing controlled end-date shortening poses no revenue risk. The absence of this capability interrupts fulfillment workflows, causes inaccurate subscription histories, and creates operational overhead for multiple clients.

    This enhancement is required across the platform, not for a single client.


    User Story

    As an operations or fulfillment administrator,
    I need the ability to shorten a subscription’s end date when the plan uses shipment-based revenue recognition,
    so that I can retroactively align the subscription period with the correct entitlement timeline without violating revenue-recognition rules for time-based plans.


    Definition of Done (DoD)

    The platform must restore controlled end-date shortening only for qualifying subscriptions, with guardrails to protect renewal logic and revenue rules.

    Functional Requirements

    1. Eligibility Logic

      • End-date shortening is allowed only for subscription plans using shipment-based revenue recognition.

      • Ignore prior notions of Group Owner vs Group User; only plan’s revenue-recognition type matters.

      • Backdating/shortening is not permitted for time-based plans.

    2. Guardrails

      • Operation is allowed only if the subscription is not scheduled to auto-renew.

        • Condition: Subscription must either be cancelled at period end or have no renewal action scheduled.

      • Operation is blocked if:

        • The subscription has an active auto-renewal setting.

        • A scheduled renewal phase exists.

        • Any future invoice/renewal event is tied to the current end date.

    3. Behavior

      • Shortening the end date updates the subscription period but must not automatically generate missed shipments.

      • Shipment creation remains entirely under client operational workflows.

    4. UI Labeling / Messaging (minimal requirement)

      • In any UI surface where end-date modification is enabled, the action must clearly state:
        “Available only for shipment-based revenue recognition plans.”

    5. Platform Consistency

      • Feature is delivered as a general platform enhancement, not client-specific.

      • Applies across all environments once released.

    • Michael Ghattas

      Team•

      Nov 6, 2025

      Hey Jude, Can you please provide context of the use case? Is it for access reasons only or something else?

    • Mike Gilbert

      •

      Nov 13, 2025

      Just to shed a little light on why this feature was disabled: moving the end date backward on a subscription causes revenue recognition to be calculated incorrectly in Pelcro’s accounting module.

    • Michael Ghattas

      Team•

      Dec 9, 2025

      Moving this forward, we will allow this for shipment based plans.

  • Andrew Cifuentes

    •

    Jan 16

    •

    Merged request

    •

    1 vote

    [Merged] Change due date for invoices

    [Merged into Configurable Invoice Due Dates for Subscriptions]


    Is it possible to be able to change the due date for individual invoices. For an order I do not plan to ship until April of 2026 for instance. I want to be able to make it due at that time, not a month from when I enter it today. Is this a feature that can be added; to be able to adjust the due date easily?

    • Andrew Cifuentes

      •

      Jan 16

      •

      Merged request

      •

      1 vote

      [Merged] Adjust due dates on subscriptions

      [Merged into Configurable Invoice Due Dates for Subscriptions]


      Can we have a feature that will allow us to change the due date on a specific subscription? For example, I have a standing order for a item shipping out in Oct. If I create the order now, it has an automatic due date within 30 days. I need to be able to delay the due date, so that it is not showing up erroneously as past due.

      • Michael Ghattas

        Team•

        Jan 15

        Are you looking to create a subscription in the future for example?

        • Andrew Cifuentes

          •

          Jan 15

          That’s correct. I’ve taken to suspending the shipments, but am wondering if there’s a better way to do this.

          • Michael Ghattas

            Team•

            Jan 16

            Great, we are already working on this. We will populate it on the roadmap @Rana Haleem

  • Rana Haleem

    Team•

    Feb 2

    Hey all,
    Hope you are all well!

    This feature is now live — for further details please check out our changelog here:

    https://docs.pelcro.com/changelog/release-20-tech-release-1113.

  • Gabrielle Sellitti

    •

    Jul 7

    •

    Merged request

    •

    4 votes

    Add Feature to Adjust Subscription Start/End Date (Platform + API)

    🔍 Problem Statement

    As an admin, there is no controlled way to set or backdate a subscription's start or end date — needed for service recovery, aligning entitlement periods, and correcting timelines. Setting end_date from the platform was possible in the past but has since been removed, and there is no API-first way to do it either. When a date is extended by other means, the Subscription Details page does not reflect it, so admins must check the API to confirm the real expiry.

    💡 User Story

    As an admin or integrator, I want to set or backdate a subscription's start and end date from both the Platform UI and the Core API, and to see the current dates on the Subscription Details page, so that timelines can be corrected and verified without workarounds.

    🎯 Definition of Done (DoD)

    • ✔ Given a subscription, when an admin edits its start and/or end date in the Platform UI, then the new date(s) are persisted and reflected in access/entitlement, renewals, and reporting.
    • ✔ The same set/backdate operation is available via the Core API (subscription resource), including backdating the end date.
    • ✔ Given a subscription whose end date has been extended by any means, when an admin views the Subscription Details page, then the effective end date is displayed clearly, distinguished from the original billing-cycle end date.
    • ✔ Works for autorenew subscriptions; adjusting dates does not corrupt the renewal schedule or recognized revenue.
    • ✔ This change will impact UI / API — specifically the Subscription detail page (Platform UI) and the subscription resource (Core API).
    • ✔ Limitations: end date cannot be set earlier than the start date; date edits do not retroactively re-charge or refund.