Setting up a subscription
There are two ways to set up a recurring payment subscription for an existing customer:
Via the create payment button
- Click the Create payment button from the navigation menu on the left
- Click Subscription and then on Existing customers
- Search for the customer or select them from the drop-down menu
- Choose from Add to existing template or Create new subscription
- If you choose to create a new subscription, enter the payment description and amount
- Use the Frequency field to choose the payment frequency
-
Set the first charge date
-
Select the length of time the subscription should run for
-
Click Create subscription
Via the customer record
-
Click Customers or locate your customer via the search bar
-
Select the customer
-
Click subscription
- Select Create new subscription
-
Enter the name and recurring amount to be collected
-
Use the Frequency field to choose the payment frequency
-
Set the first charge date
-
Select the length of time the subscription should run for
-
Click Create subscription
The subscription will now appear in the corresponding section of the customer’s record. Each time a payment becomes due for collection, it will be created and appear in the Payments section of the customer’s record, and on the Payments page of your dashboard.
There are also two optional Advanced options that you can choose to add before you click Create subscription:
Once you have clicked on Advanced options, the window will expand to give two additional options.
The first option, Mandate, enables you to select which mandate you’d like to charge, should the customer have more than one.
The second option, Custom fields, allows you to add additional information to the subscription.