Recurring Billing - Create a Subscription

Select

Payment Center

, click the plus symbol menu icon (

) in the dashboard. Select

Create Subscription

.

In the Create Subscription interface, select the drop-down field under Customer. Search for and select an existing customer to add to a new subscription.

To add a new customer, select the field under Customer. Choose

Add new customer

at the bottom of the drop-down menu. The Add customer window appears.

Select the displayed fields individually, and enter the information for the customer.

Select the

Billing address

field. Click

Add new address

at the bottom of the list, and search for the address or enter it manually. When the address is entered, click

Save

.

(Optional) After entering the customer's address, you can create a shipping address different from the billing address by unchecking the box next to Shipping address same as billing and entering the shipping address.

(Optional) You can enter the Customer reference ID and/or Phone information for the customer in the fields beneath Additional details.

To enter the subscription name, click the field under Subscription name, and enter the name of the subscription, or you can keep the name generated for the subscription unchanged.

Under Plan, click the drop-down menu, and choose the plan to which you are attaching the subscription.

(Optional) To review the details of the selected plan, click

View plan details

. This displays the plan's cost, billing frequency, billing duration, and other information.

Select the date on which the subscription starts.

Click

Save Subscription

.