Subscriptions: Create & Manage Subscription Plans
This article focuses on the management of the subscription products created in your Merchant App. |
Learn how to manage the subscription plans you’d like to offer to your customers.
Note that importing subscription plans to the Merchant App is not supported.
Create a Subscription Plan
Once you are logged in to the Merchant App, go to Inventory.
From the Inventory page, click the Subscription Products tab.
Click the Add Subscription Product button.
4. Ensure that mandatory fields are populated to avoid conflict during saving.
Subscription Code
Product Name
Price
5. Uploading an image for your subscription plan is OPTIONAL.
6. Click the Add New Plan button to successfully save the new subscription product.
Configuration
The configuration settings below the mandatory fields are also optional. These settings once applied to the subscription plan will reflect once selected during the creation of customer subscription. |
Enable Penalty → enable this if you would like the subscription product will incur penalties for every failed payment of the customer subscription.
is for Approval → enable this if you would like the subscription product to have approval process first upon creation of the customer subscription.
Set Status to Active when Paid → enable this if you would like the customer subscription be in Active status once payment is successful or PAID.
Penalty
Enter a value in the DAYS UNTIL PENALTY APPLIED field.
This refers to the number of days starting the count from Due Date until the penalty amount is applied.
Enter a value in the PENALTY AMOUNT field.
This refers to the amount to be added to the billing if the subscription has penalties.
Select Penalty Type.
Fixed
Running Amount
Auto-Suspend
When creating a subscription product, you can also enable the auto-suspension. |
Toggle on the “Enable Auto-Suspend”
This will display the other configurations to suspend a subscription.
Select Failed Number of Attempts → if you want to suspend the subscription by the number of failed payment attempts. → Enter a numeric value on the text field.
Select Number of Unpaid Invoice → if you want to suspend the subscription by the number of unpaid invoices due to failed payments. → Enter a numeric value on the text field.
Cancel
As a customer, they have the right to cancel the subscription plan. You can control this when adding or editing the customer subscription or subscription product. |
Enter a numeric value in ALLOWED NUMBER OF DAYS TO CANCEL field.
The customer or the Merchant Owner can initiate cancellation from the Start Date of the subscription (for new ones) or from last the last Invoice Date (for ongoing subscription).
(START DATE or LAST INVOICE DATE) + [x] allowed number of days to cancel
can already the payment frequency when creating a subscription product. |
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.
Add an Item or a Service in the Subscription Product
If the subscription plan or subscription product involves a service or an item, you can add it here as an optional entity. |
Click the +Add button to display the fields for you to input item or service details.