How to prevent accidental charges during dual write period

Last updated: September 4, 2024

When transitioning to Orb from another billing system, you may want to run both systems in parallel for a period of time. This is known as a dual write period. During this time, it's crucial to ensure that customers are not accidentally charged or invoiced through Orb. Here are the key steps to prevent unintended charges:

1. Disable Global Emails

Turn off global emails in the account settings. This prevents Orb from sending any automated emails to customers, including invoices or payment notifications.

2. Prevent Accidental Charges via Stripe

Choose one of the following methods to ensure customers cannot be charged through Stripe:

  • Disable Stripe Connection: Completely disconnect Stripe from Orb.

  • Don't Link Stripe Customer IDs: Avoid associating Stripe Customer IDs with Orb customer profiles.

  • Disable Auto-collection: Turn off automatic payment collection on all subscriptions.

3. Verify Settings

Regularly check your Orb settings to ensure the above safeguards remain in place throughout the dual write period. This helps maintain control over when and how you transition to full Orb billing.

Remember to re-enable these features and update settings when you're ready to fully transition to Orb for billing and invoicing.