Subscriptions: Create Customer Subscription
This article focuses on how to create customer subscriptions. |
This includes step by step procedure for the Merchant Owners and its users on how to create customer subscriptions.
How to Add a New Subscription
Once logged in to the Merchant App, click the Subscription from the Navigation Bar on the left of the page.
Click the Add Subscription button.
The Add Customer Subscription modal will be opened.
Ensure that the fields in red are populated.
3. Click the dropdown box and select a subscription product from the list.
Before creating a customer subscription, make sure that you have already created subscription products in the Inventory module.
4. Type in the Customer Name in the Bill To field. Once the entered name has a match in the customers' database, the matched customers will be displayed on a list. Select the Customer.
Make sure that the Customer is already existing in the system and has a saved credit card in their profile. Otherwise, you will not be able to create a subscription.
6. Select the Credit Card to be used for the payment of the subscription.
7. Select Location by clicking the Location dropdown box.
8. Enter the Start Date of the subscription by clicking the Calendar field. This will be the start date of the subscription.
Make sure to select the current date and future dates only.
9. If the customer subscription you are creating has an expiry, toggle off the Open-Ended. Determine the end date by selecting the end frequency.
The End dropdown field consists of:
Never → if the subscription is open-ended, the End Date is set to Never by default.
Until → if the open-ended is toggled off, choose Until if you want to end the subscription on a specific date.
The End Date would be the specified date.
Count → if the open-ended is toggled off, choose Count if you want to end the subscription based on the number of (days/weeks/months/years) starting from the specified Start Date.
The End Date would be START DATE + [x] Count (day / week / month / year)
If Open-Ended is enabled it means that the subscription does not have an expiry date or it will not end. |
10. Determine the Payment Frequency.
The Due Date or the Billing Date can be defined by selecting the payment frequency. |
Select from the Repeat dropdown box if Daily / Weekly / Monthly / Yearly.
Enter the count in the Repeat Every field, this will correspond to the frequency you have selected.
Repeat On will be displayed depending on the Frequency selected.
If Daily, the Repeat On is hidden.
If Weekly, the days of the week are displayed from Sunday to Saturday (S, M, T, W, T, F, S).
If Monthly, the day input field is displayed that corresponds to the days of the month up to 31 days.
If Yearly, a dropdown field containing the Months (January to December) together with the day input field if you prefer to be specific about the date or choose from the ordinal numbers and select which day of the week.
11. Click the Add New Customer Subscription button.
The new subscription will be saved successfully provided that the necessary information is correct and valid. |
If the Subscription Product selected in your new subscription does not require approval THEN the status of the customer subscription you created will be ACTIVE. Otherwise, FOR APPROVAL. |
Due Date Example(s):
Weekly payment frequency with a specific day:
Monthly Payment Frequency with a specific date.
Yearly Payment Frequency on a specific day of the month:
