> For the complete documentation index, see [llms.txt](https://docs.peakcommerce.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.peakcommerce.com/guides/feature-guides/billing-setup/guide-creating-a-trial-bundle-that-auto-converts-to-paid.md). # Creating a Trial Bundle that Auto-Converts to Paid ### Overview There are occasions where a business may want to create a trial product but have it auto-convert to a paid subscription after a period of time. Not all billing systems are created equally and to provide a means of accommodating this use case, PeakCommerce has recognized a strategy businesses are using by using two products -- a trial product and a regular paid product. ### Example The marketing team at Company X wishes to have a limited duration trial of 7 days. Once the trial reaches its term date, the customer will then be charged for the full price with a new term start date starting on the 8th day. Company X uses Zuora as it's billing system. To configure this in PeakCommerce: * In **Commerce → Product Catalog**, create a **Bundle** product * Add the two products (the trial and the paid product) to the bundle * Set the trial to trigger off the contract effective date * Set the paid product to trigger off the service activation date * Set the billing period of the trial charge to be 7 days * In the journey's **Settings**, configure the activation-timing defaults * Contract effective = enter the number of days to start after the term start date * Service activation = enter the number of days to start after the contract effective date ### FAQ **How does this type of bundle show the trial conversion in reports?** When using this approach it is important to remember that these are two distinct product rate plans and product rate plan charges. Therefore, you should plan for trial conversions to be represented with two products for reporting purposes. This is best achieved outside of Zuora in a data warehouse using a business reporting tool such as Domo. **How do I make sure the trial product does not renew?** There are a few days to achieve the removal of the trial product from the subscription to prevent double billing after the trial period. The most frequented method is to create a workflow in Zuora or Salesforce to remove the trial product. You can create a future dated order that will terminate the trial at the end of its term. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.peakcommerce.com/guides/feature-guides/billing-setup/guide-creating-a-trial-bundle-that-auto-converts-to-paid.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.