Create a subscription

Learn how to create a subscription product and order with BillPro.

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Subscription purchase type

To work through this tutorial, your merchant must have Subscriptions activated in your merchant configuration.

To create the subscription order, first, you will create a discount, and then a subscription product. Finally, you will create a subscription order.

Create a discount

As you may have an introductory offer or trial period, this section describes how to create a discount to apply to the first payment of your subscription or to all payments. You can also create fees and taxes in a similar way to discounts.

To create a discount, do these steps.

1. In the navigation menu, go to Products > Discounts.

2. Click (+). The New Discount section opens.

3. Enter a Discount Name.

4. To calculate the discount as a percentage, select Calculate Percentage.

5. Enter the Discount Amount.

6. (Optional) Enter a Discount Description.

7. To save the discount, click Save Discount.

Create a subscription product

Now you will create the subscription product itself, and you can select your discount, and of course, any fees or taxes too.

To create a subscription product, do these steps.

1. In the navigation menu, click (+) and select Add Product. The New Product section opens.

2. For Product Information, enter a Product Name.

3. For the Product ID you can enter your own identifier to help you find the product by search, or let BillPro create a Product ID for you.

4. Enter the Product Description.

   

5. For the Price, enter the amount of each scheduled payment.

6. InSelect Discount, enter text in the discount name and select the discount.

7. For the Product type select Subscription.

8. In Payment select Apply discount to initial payment only.

9. Click Save.

Create a subscription order

To create a subscription order, do these steps.

1. On the navigation bar, click (+) and select Add Order. The New Order section opens.
2. For the Customer, select your customer. If you haven't created a customer yet, you can click the (+) button and enter your customer details.
3. For Products, select your subscription product.
4. Click Show options. If the product pricing configuration is not locked, you can select discounts, fees, and taxes.
5. Check the subscription details and click Save.

BillPro creates the draft order and opens the virtual terminal and payment links screen to register a card and collect the initial payment.

After the initial payment is approved, BillPro sets the status of the subscription order to Active and creates the billing event for the next billing cycle.