Configure payment requirements

With the payment requirements settings, Marketplace Managers can configure under which circumstances marketplace customers need to enter payment (billing) information during checkout. They can also set whether or not free trials automatically upgrade to paid subscriptions.

The payment requirement settings apply every time users complete the checkout process. For example, when they complete initial purchases, change subscriptions, and take ownership of a product. For more information, see Reassign application ownership.

By default, customers do not need to enter billing information unless at least one of the following is true:

• The total checkout balance is greater than zero (customers have a balance to pay at checkout, so billing information is mandatory).
• Metered or custom metered usage is enabled for at least one product (customers may have usage charges to pay in future billing periods, so billing information is mandatory).

Optionally, you can enable payment requirement settings to also require customers to enter billing information during checkout under the following circumstances:

• Require billing information for 100% discounts—Require payment information during checkout when the order includes a fixed or percentage discount that results in a total checkout balance of zero and the discount expires after a defined number of billing cycles or as of a defined date. Although customers have no balance to pay at checkout, this ensures that when the discount expires and the subsequent invoice balances are greater than zero, billing information is available to pay them.
• Require billing information for free trials—Require payment information during checkout when the order is for a free trial. Note that you can enable this setting on its own so that billing information is available when customers make future purchases. However, you must enable it if you also want to enable the Automatically upgrade free trials to paid editions setting, because billing information must be available to pay for the subscription upgrades.

Although the payment requirements settings are at the marketplace level and apply globally to all products and checkout orders, you can select the Edition level overwrite on these settings option so that Marketplace Managers can override the settings related to free trials for each edition. For more information, see the step in the procedure for this option.

To configure payment requirements

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality, then scroll to the Payment requirements section.
2. Click Enable to use the Require billing information for all apps option. This setting remains available for marketplaces that have already enabled it. However, the Require billing information for 100% discounts setting replaces it and results in the same outcomes. Use the replacement setting instead (see later step in this procedure).
   When you enable either setting, when customers buy products with a fixed or percentage discount that results in a zero balance and the discount expires after a defined number of billing cycles or as of a defined date, they must enter payment information during checkout.
3. Click Enable to use the Require billing information for free trials option so that when customers purchase products with a free trial, they must enter payment information during checkout. Note that this is related to the Edition level overwrite on these settings option, which appears later in this procedure.
4. Select the Automatically upgrade to paid checkbox to configure free trial subscriptions to automatically upgrade to paid subscriptions. Before you can select this option you must enable the Require billing information for free trials setting (see previous step). Note that this is related to the Edition level overwrite on these settings option, which appears in the next step.
5. Select Edition level overwrite on these settings to allow Marketplace Managers to set free trial settings for each edition.
   When you select this, for each edition that has a free trial, the Billing tab on a product's marketplace settings page displays the following in the Free trial billing options section:
   • Require billing information—The first time a product is published, this setting inherits the configuration of the Require billing information for free trials setting from the Payment requirements section.
   • Enable automatic upgrade to paid—The first time a product is published, this setting inherits the configuration of the Automatically upgrade to paid setting from the Payment requirements section.
     Setting changes that you make in the Payment requirements section do not affect the free trial billing options for already-published product editions. For more information, see Edit the Billing tab and Free trial billing options, in Edit product marketplace settings.
6. Click Enable to use the Require billing information for 100% discounts option. This setting replaces the Require billing information for all apps setting (you can enable both but the outcome is the same for each of them). When you enable this, when customers buy products with a fixed or percentage discount that results in a zero balance and the discount expires after a defined number of billing cycles or as of a defined date, they must enter payment information. For information about discount expiry settings, see Create discounts.
7. Click Save Settings.