On anniversary plans you can choose how period boundaries are calculated, using the plan's Renewal type (Settings → Finance & usage → Plans). The Renewal type list depends on the Plan type: Anniversary plans offer Default, Fixed Rounded and Rolling Rounded, covered here; Common plans instead offer Default – Renews at a common period and Renewal – Allows early renewal (see Subscription plans — categories & fees (Document ID: 392)). This controls when each period (and therefore each invoice and charge) renews. The choice matters most for fortnightly, monthly and quarterly subscriptions.
Default vs the rounded options
- Default ("Each customer renews on their plan start date") renews on the same day each interval, based on the member's join date. If a member joins on a Wednesday, fortnightly periods always renew on a Wednesday; monthly periods always renew on the 17th if they joined on the 17th.
- The two rounded options align the period to a calendar boundary (start of month, a fixed fortnight, etc.) rather than the join date: Fixed Rounded and Rolling Rounded.
Fixed Rounded
Fixed Rounded always aligns periods to the standard calendar.
- Quarters are always Jan–Mar, Apr–Jun, Jul–Sep, Oct–Dec.
- Fortnights align to a fixed reference fortnight.
- A member joining mid-February on a quarterly plan is placed in the Jan–Mar quarter.
Use Fixed Rounded when members should renew on a fixed, company-wide day (for example every Thursday).
Rolling Rounded
Rolling Rounded offsets periods by the member's join month.
- A member joining in February starts a Feb–Apr quarter, with subsequent quarters running May–Jul, Aug–Oct, and so on.
- Months and fortnights are offset the same way.
Use Rolling Rounded when quarters or months should follow the join month rather than the standard calendar.
Which should I choose?
- Fixed Rounded — members renew on a fixed company-wide day (e.g. every Thursday).
- Default — members renew based on their own join date.
- Rolling Rounded — quarters or months should follow the join month rather than the calendar.
Notes
- Fortnightly subscriptions are the most common place where this setting matters.
- Weekly subscriptions always start on Mondays regardless of the setting.
- These renewal types apply to anniversary plans and are set on the plan, not when creating the subscription (see Subscription plans — categories & fees (Document ID: 392)).
- A fee on a Common plan can run on an anniversary schedule instead: tick Override plan type in the fee's Additional settings and choose an Override type — Anniversary, Anniversary Rounded (the same behaviour as Fixed Rounded) or Anniversary Rounded By Interval (the same behaviour as Rolling Rounded).