Term and Evergreen Subscription Options
Last updated on Aug 27, 2026
The main difference between a Term and an Evergreen Subscription is that a Term Subscription has an expiration date and an Evergreen Subscription doesn't, so it can be canceled at any time. Beyond that, both types share most creation and update options in common. See Understand Term Subscriptions for the full concept.
Options for creating subscriptions
These options are available while creating a new Subscription, regardless of type.
Billing date
Both Subscription types support the same billing-date options at creation.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| Bill Immediately | Yes | Yes |
| Calendar Billing | Yes | Yes |
| Awaiting Signup Billing | Yes | Yes |
| Net Terms | Yes | Yes |
Subscription Plan and Product
Most Plan and Product options work the same for both types; Term Subscriptions differ only where noted.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| Setup Fee | Yes | Yes |
| Multifrequency Items | Yes | Yes |
| Term/Expiration Date | Not Applicable | Yes |
| Net Payment Terms | Yes | Yes |
| Custom Fields | Yes | Yes |
| Coupons | Yes | Yes |
| Free Trial/Free Time | Yes | Not Applicable* |
| Tax Included in Price | Yes | Yes |
| Quantity-Based Products | Yes | Yes |
| Toggle On/Off Products (Flat Fee) | Yes | Yes |
| Metered Products (Usage) | Yes | Yes |
| One-time Products | Yes | Yes |
| Prepaid Products | Yes | Yes |
| Events-Based Products | Yes | Yes |
| Parent-Child Hierarchy | Yes | Yes |
* Term Subscriptions can't combine a free trial with a term, unless your site has Planless Subscriptions enabled.
Payment method
Both Subscription types support the same payment methods and gateway integrations.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| Remittance | Yes | Yes |
| Credit Card | Yes | Yes |
| ACH | Yes | Yes |
| Works with Maxio Payments | Yes | Yes |
| Works with Third-party Gateway Integrations | Yes | Yes |
Multi-currency
Term Subscriptions have one restriction around currency conversion.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| Currency Definitive Price | Yes | Yes |
| Currency Real-time Conversion | Yes | Not Applicable |
Through other applications
Both Subscription types are supported the same way through signup pages and CRM-driven creation.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| Maxio Signup Pages | Yes | Yes |
| Customer Developed Signup Pages | Yes | Yes |
| Salesforce | Yes | Yes |
| HubSpot | Yes | Yes |
Options for updating subscriptions
These options apply after a Subscription already exists.
Subscription update
Most update actions work the same for both types, with a few exceptions specific to Term Subscriptions.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| Cancel a Subscription Immediately | Yes | Yes |
| Cancel a Subscription at End of Period | Yes | Yes |
| Issue/Deduct Service Credits on a Subscription | Yes | Yes |
| Automated Subscription Dunning | Yes | Yes |
| Exempt from Dunning | Yes | Yes |
| Apply a Prepayment to a Subscription | Yes | Yes |
| Put a Subscription On Hold and Resume | Yes | Yes |
| Change the Next Billing Date | Yes | Not Applicable |
| Reactivate a Canceled Subscription - Resume Current Period | Yes | Yes |
| Reactivate a Canceled Subscription - Start New Billing Period | Yes | Not Applicable* |
| Change the Subscription Expiration Date | Not Applicable | Yes |
| Add a Term Date to an Existing Subscription | Not Applicable | Yes |
* Only while the term is still ongoing. Once a Term Subscription's term has ended, reactivating it always starts a new billing period instead.
Invoice update
Invoice visibility and payment recording work the same for both types, with one Term-specific addition.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| View Current and Past Due Invoices in Advanced Billing | Yes | Yes |
| Record a Payment against an Invoice in Advanced Billing | Yes | Yes |
| View Current and Past Due Invoices in Billing Portal | Yes | Yes |
| Record a Payment against an Invoice in Billing Portal | Yes | Yes |
| View Future Invoices in Maxio Platform | Not Applicable | Yes |
| Create and View Pro Forma Invoices | Yes | Yes |
Plan and product update
Both Subscription types support the same Plan and Product changes, except where preserving the billing period doesn't apply to a fixed term.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| Change the Plan on a Subscription | Yes | Yes |
| Change the Plan and Not Preserve Period (Billing Day) | Yes | Not Applicable |
| Change the Plan to One with a Different Billing Frequency | Yes | Yes |
| Upgrade/Downgrade the Plan on a Subscription | Yes | Yes |
| Upgrade/Downgrade the Plan on a Subscription to a Different Billing Frequency | Yes | Yes |
| Upgrade/Downgrade the Plan and not Preserve Period (Billing Day) | Yes | Not Applicable |
| Add a Product to a Subscription | Yes | Yes |
| Remove a Product from a Subscription | Yes | Yes |
| Change a Product Price Point | Yes | Yes |
| Change the Quantity of a Product on a Subscription | Yes | Yes |
Through CRM integration
Both Subscription types sync the same way through CRM integrations.
| Option | Evergreen Subscription | Term Subscription |
|---|---|---|
| Salesforce | Yes | Yes |
| HubSpot | Yes | Yes |
Related information
For how Term Subscriptions renew, see Choose Between Auto-Renewal and Scheduled Renewal.
For how to change a Term Subscription's expiration date or convert it to Evergreen, see Edit Term.
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