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 ‘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 ‘Add Item’ button to add more items.

3. Click on ‘Reset’ button to reset the item fields.

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

4. Click ‘Add’.