Creating a Subscription

Choose
Payment > Subscriptions
.
Click
Click or tap
Tap
Create a subscription
.
Enter the amount to be billed to the customer.
Enter a name for the subscription.
Optional
:
Click
Click or tap
Tap
Add more details
and enter a customer ID, invoice number, or description for the subscription.
Enter a start date for the subscription.
Select how often you want the subscription to repeat:
If you select
Number of days
, enter how many days to occur in between transactions.
If you select
Weekly (7 days)
, enter how many weeks to occur in between transactions.
If you select
Monthly
, enter how many months to occur in between transactions.
If you want to have a trial period for the subscription, check
Include a trial period for this subscription
and enter the amount to be charged during the trial period and the number of occurrences (transactions) for which the trial period applies. For example, to have a $1 trial for the first transaction, enter
1
for the trial amount and
1
for the trial occurrences.
Click
Click or tap
Tap
Add payment method
.
Select the payment type, either credit/debit or bank account. This option is available only if you have signed up for the eCheck service.
ADDITIONAL INFORMATION
For eCheck, select the account type and eCheck type.
Available account types are:
Checking
Business Checking
Savings
Available eCheck types are:
PPD
WEB
CCD
TEL
For details on eCheck types, see eCheck Operating Procedures and User Guide.
Enter the payment information. Required fields are marked with an asterisk (*).
Optional
: For credit/debit payment information, you want to test the card to ensure that the card is valid, check
Perform $0.00 credit card authorization upon saving customer
.
For credit/debit payment information, enter the billing address associated with the credit card.
For credit/debit payment information, if you want the shipping address to match the billing address, check
Shipping address is the same as billing address
.
Click
Click or tap
Tap
Save
to save the payment method, or
click
click or tap
tap
Cancel
if you choose not to save the payment method.
If you want to add a shipping address and you did not check
Shipping address is the same as billing address
while adding a payment method,
click
click or tap
tap
Add shipping address
.
Enter the shipping address.
Click
Click or tap
Tap
Save
to save the shipping address, or
click
click or tap
tap
Cancel
if you choose not to save the shipping address.
Click
Click or tap
Tap
Save
to save the subscription, or
click
click or tap
tap
Cancel
if you choose not to save the subscription.

RESULT