ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Quick Start Tutorials: Become a Partner and Build a Simple AppExchange Solution
Design and Build Your AppExchange Solution
Package and Test Your AppExchange Solution
Pass the AppExchange Security Review
Publish Your Solution on AppExchange
Sell on AppExchange with Checkout
AppExchange Checkout
How Is Revenue Shared in AppExchange Checkout?
Payment Plans in AppExchange Checkout
Payment Methods in AppExchange Checkout
Get Started with AppExchange Checkout
Support International Payments in AppExchange Checkout
Manage AppExchange Checkout Subscriptions
AppExchange Checkout FAQs
Does AppExchange Checkout replace the License Management App?
How does AppExchange Checkout affect Trialforce and lead management?
Should I collect payment details from AppExchange Checkout customers before or after installation?
Does AppExchange Checkout support multiple currencies?
If I use AppExchange Checkout to sell my solution, do customers have to purchase from AppExchange?
Can my customer switch to another AppExchange Checkout payment plan?
If a customer's credit card payment is declined in AppExchange Checkout, does their license become inactive?
How does billing work when AppExchange Checkout customers add or remove licenses during the current billing period?
If an admin purchases and installs a solution with AppExchange Checkout, can another user edit the subscription on AppExchange?
Does AppExchange Checkout support price tiers in Stripe?
Why can't my customer make an AppExchange Checkout purchase?
Does AppExchange Checkout support tax rates created in Stripe?
AppExchange Checkout Considerations
Checkout Management App
Monitor Performance with Analytics for AppExchange Partners
Report Orders to Salesforce with the Channel Order App
Manage Licenses for Managed Packages
Manage Features in First-Generation Managed Packages
Provide a Free Trial of Your AppExchange Solution
Update Your AppExchange Solution
User License Guides for Salesforce Partners
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Should I collect payment details from AppExchange Checkout customers before or after installation?

Both approaches have advantages. We recommend thinking about your target customers and your business processes, and then deciding.

Use this table to guide your decision.

When are payment details collected? What are the advantages of this approach? Where are trials managed? How does it work?
Before installation
  • Trial lengths are set when you add a pricing plan to your listing.
  • Customers can easily transition between trial and paid experiences.
 Stripe

The customer selects a plan and enters payment details before they install the package. AppExchange creates a subscription in Stripe based on the selected plan, including trial information. Next, a license is created in the partner business org where the package is registered. The trial period is managed in Stripe. When the trial period ends, Stripe charges the credit card directly.
After installation
  • Trial lengths are set in the License Management App (LMA).

    If you manage trials in the LMA, use the Additional Pricing Details field on your listing to communicate the trial length.

  • Customers can quickly try your solution.

This option is ideal if your target market includes enterprise customers. These companies often require a purchase approval process when payment details are entered.

 License Management App (LMA)

A license is created in LMA based on the default license behavior that you set during package registration. The trial period is dictated by the default license behavior that you set. AppExchange creates a subscription in Stripe when your customer completes the purchase process.