Manage Subscriptions

Add a Subscription

Subscription / Recurring Billing allows merchants to invoice their customers based on a specific payment schedule.

To add a new schedule follow the instructions below :

1. Click on Transactions → Customers → Create/View Customers.
2. Go to Customer list, select the customer and click on the edit icon.
3. Click on the ‘Recurring’ tab.
4. Click on ‘ + Add New Schedule’.

1. Enter the schedule details in the fields below :

Select a Frequency: Select a frequency from the available drop down options.

• Yearly
• Half Yearly
• Every 3 months
• Monthly
• Weekly
• Biweekly
• Daily

Select a Recurring Type : Select a recurring type from the drop down box . The available options are :

• Installation
• Fixed Amount Recurring
• Single Installation
• Variable Amount Recurring
• One Time Return

Start Date : Add a start date for the schedule (mm/dd/yyyy) or select the date from the drop down calendar.

End Date : Add an end date for the schedule (mm/dd/yyyy) or select the date from the drop down calendar.

Payment Count : Enter the payment count which will be the number of months designated for billing.

1. Enter the items details in the fields below :

Item : Select a product for the schedule billing.

Price : Product price will get auto populated in this field.

Tax : Enter any tax if applicable for the selected item.

Discount : Enter any discounts if applicable for the selected item.

Coupon : Enter any coupon if applicable for the selected item.

2. Click on the ‘Add Item’ button to add more items.
3. Click on the ‘Reset’ button to reset the item fields.

Select a Card : Select a card from the drop down box.

4. Click ‘Add’.  

Articles in this section

• Introduction
• Invoice Setup
• Manage Invoices
• Manage Wallet
• Manage Subscriptions