Convert a Free Trial to a Paid Subscription

use case 1 early conversion of free trial to paid subscription a saas customer has activated a free trial for revenue dashboard revenue dashboard for 14 days, starting from 2024 12 01 to 2024 12 14 on day 5 (2024 12 05), the customer decides they want uninterrupted access and is ready to pay for the full subscription earlier than planned the business wants to support customers who wish to commit before the trial expires to avoid revenue loss and increase operational efficiency navigate to the customer’s subscription in lifecycle manager verify that the subscription shows "free trial" status (totalamount is $0) click the "convert free trial" action icon shown in the subscription card in the modal popup, select the desired paid subscription term (e g , 12 months) enter the conversion date as 2024 12 05 (the early conversion date) decide if the trial dates should remain free or if charges should apply immediately if respecting trial dates, set conversion start date as 2024 12 05; paid term begins from this date optionally, check "override free trial end date" to start paid subscription immediately click "add to cart " review the change cart, which will display "subscription \[number] is converted to a paid subscription for 12 months starting 2024 12 05 " checkout the order lifecycle manager updates subscription records, calculates charges, and marks the free trial conversion date field appropriately use case 2 conversion at end of trial period a customer has a 14 day trial of "price builder" starting 2024 12 01 and ending on 2024 12 14 on the last day (2024 12 14), they opt to continue using the platform as a paying subscriber this scenario supports users who want to fully utilize their trial but convert promptly, ensuring seamless transition with no service disruption find the "price builder" subscription under the customer profile in lifecycle manager confirm the "free trial" label and that no amount has been charged yet select the "convert free trial" icon on the trial subscription in the popup, choose either "with a subscription term of x months/years" (e g , 12 months) or "evergreen term" if offered and appropriate set the start date for conversion as 2024 12 14 (trial end date) the lifecycle manager will display a summary for the conversion "subscription \[number] is converted to a paid subscription for 12 months starting 2024 12 14 " confirm and add the conversion to the cart proceed to checkout, activating paid access immediately after trial and updating freetrialconversiondate field use case 3 post expiry conversion (gap between trial end and paid subscription start) a customer used a free trial of "nue on salesforce" from 2024 11 01 to 2024 11 30 but did not convert at trial end after some time—e g , on 2024 12 15—they decide to subscribe the system must handle the gap between the trial end and conversion, ensuring historical continuity and correct revenue accounting locate the "nue on salesforce" trial subscription in the customer record within lifecycle manager the subscription still displays "free trial," and the trial period has ended (2024 11 30) click on the "convert free trial" icon (available since subscription is $0) in the modal, select the desired subscription term (e g , 12 months) enter the conversion date as 2024 12 15 (after trial expiry) add to cart; the system creates two order products one for the free trial period (2024 11 01 to 2024 11 30) one for paid subscription, starting from 2024 12 15, ending 2025 12 14 the gap between 2024 11 30 and 2024 12 15 is captured as a non subscribed interval; no charges are applied for this period confirm and checkout; lifecycle manager updates all objects, sets freetrialconversiondate to 2024 12 15, and reflects correct term and financials business use=case 1