Create a subscription order

For a subscription order, you charge a recurring fixed amount (the product price) at regular intervals until the subscription is cancelled.

Before you begin:

1. Create at least one subscription product. See Create a subscription product
2. Create a customer, or the customer details to create the customer directly in the order. See Create a customer.

To create a subscription order do these steps.

1. Access the New Order pop-up by one of the following methods:

   1. On the navigation bar, select Orders. In the top right corner of the Orders list, click (+).
   2. On the navigation bar, click (+), and select Add Order.
   3. In a customer account, from the gear options menu, select Create Order.

2. Select the Customer, or to add a new customer click (+), and enter the customer details.

   

3. (Optional) Enter your Order ID or BillPro will create one for you.

4. If you are selling in a different currency, select a Currency.

5. For the Product, select a subscription product.

6. For the Qty, enter the number of units the customer is buying.

7. If product pricing is not locked, you can do these steps.

   1. For the Amount, enter the amount to be collected at each scheduled billing event, including taxes.

      

   2. To enter a discount, fee, or tax, click Show options.

      1. (Optional) Select a Discount or select CUSTOM and enter a discount amount.
      2. (Optional) Select a Fee or select CUSTOM and enter a fee amount.
      3. (Optional) Select a Tax to display as included in the price of the product. BillPro calculates the tax amount.

8. If the product payment configuration is not locked, you can change the Recurring Collection Interval, which can be Monthly, Quarterly, or Yearly. The Recurring Collection Interval is the time interval between scheduled billing events from the Recurring Start Date.

9. (Optional) The Recurring Start Date is the date and time of the first scheduled billing event. By default, for a subscription, it is the date and time of the end of the first collection interval in UTC format. This date and time does not adjust to when the customer makes the first payment.

   

10. (Optional) To display a message for the customer, enter a Memo.

11. (Optional) To classify the order, enter or select Tags. Tags are text labels for internal use only. You can assign tags to an order when you are creating the order, and you cannot change them later. You can use the same tags for orders and customers. As an example of how you can use tags: if you have partners who refer customers or sales agents in the field, you can create a tag for them, and then calculate commissions or rewards based on the Order Tags field in the Orders report.

12. Click Create Order.
    Bill Pro creates a draft order and displays the main Order Summary page with the customer details, and the Card Registration.

    

    
    

Now you for the initial payment or card registration, you can send the customer a payment link or take a payment over the phone.

For the subscription payments, BillPro creates one billing event for each billing cycle.

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End of month collection

If you select the last day of the month, then BillPro always schedules the billing event on the last day of the month.

The customer receives the Subscription Renew email notification one week before each billing event in their subscription as a requirement of the card schemes. If the customer's card number has changed, they should update their payment details using the link in the email.

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Refresh button

When you are creating an order, the round arrow Refresh button at the top right of the screen will reset the order by deleting all values.

The following diagram shows all the status transitions for subscriptions.

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Flexible subscriptions with the API

You can use the BillPro API to manage the billing events for subscription orders and create custom amounts and more flexible billing cycles.