Create a subscription order

A subscription order charges a fixed amount at a regular interval until it's cancelled. You can cancel it in BillPro, and customers can cancel their own subscriptions in the order portal.

For the complete documentation index, see llms.txt

Before you begin:

1. Create a subscription product. See Create a subscription product.
2. Create the customer, or have their details ready. See Create customers.

Create the order

1. On the navigation bar, click + and select Add Order. Or go to Orders and click +, or click + in a customer account.
2. Select the Customer, or click + beside it to add one.
3. Optional: enter your own Order ID, and choose the Currency.
4. Select a subscription Product and enter the Qty.
5. If the price isn't locked, you can change the Amount charged each time, including tax. Click Show Fee, Discount and Tax for the rest.
6. If the interval isn't locked, you can change the Charge Interval: Monthly, Quarterly, Yearly or Custom.
7. Check the Start Date, the first scheduled payment in UTC. By default, it's one interval after today.
8. Optional: enter a Memo for the customer, and Add Tags.
9. Check the Summary. It shows the Initial Amount and the Recurring Amount. Click Add Order.

BillPro creates the order as Draft and opens the Payment Details page. Take the first payment by phone, or send a payment link. See Collect payments.

When it's approved, the order becomes Active. BillPro creates one billing event at a time, for the next billing cycle.

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End of month collection

If the start date is the last day of a month, BillPro collects every payment on the last day of the month.

BillPro can send the Subscription Renew Soon email before each payment, as the card schemes require. If the customer's card has changed, they can update it from the link in the email.

Status flow for subscriptions

flowchart TB
  Pre["Draft, Pending or Rejected"] -->|"First payment
  approved"| Active
  Active -->|Pause Order| Paused
  Paused -->|"Resume Order,
  or resume date"| Active
  Active -->|Soft decline| Failed
  Failed -->|"Retry or next
  payment approved"| Active
  Failed -->|"Hard decline, or retries
  used up with auto-suspend on"| Suspended
  Active -->|Hard decline| Suspended
  Suspended -->|Card updated| Active
  Active -->|"Cancel Order, or the
  customer cancels"| Cancelled
  Pre -->|Cancel| Cancelled

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Flexible subscriptions with the API

With the BillPro API, you can manage subscription billing events and create custom amounts and billing cycles.