Create a subscription

Learn how to create a subscription product and order.

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Subscription purchase type

Your merchant must be able to sell subscriptions. This is set in your merchant configuration.

A subscription often starts with an introductory offer. So this tutorial starts with a discount, which you can apply to the first payment only or to every payment.

Create a discount

You create fees and taxes the same way. BillPro calculates taxes on the price after fees and discounts.

1. On the navigation bar, go to Products › Discounts.
2. Click +.
3. Choose Percentage, and enter the Percentage.
4. Enter the Discount Name. Customers see it at the checkout.
5. Click Add.

Create a subscription product

1. On the navigation bar, click + and select Add Product.
2. Enter a Product Name. Optionally, enter your own Product ID to help you find it, and a Short Description. Click Next.
3. Select Subscription and click Next.
4. Enter the Price of each payment, including tax, and choose the Charge Interval.
5. Click Show Fee and Discount, select your Discount, and select Apply discount to initial payment only.
6. Click Next, then Finish.

Create a subscription order

1. On the navigation bar, click + and select Add Order.
2. Select your Customer. To create one, click + beside the field.
3. Under Products, select your subscription product.
4. If the product's price isn't locked, click Show Fee, Discount and Tax to change the discount, fee or tax.
5. Check the Summary and click Add Order.

BillPro creates the draft order and opens the payment page. Take the first payment by phone with the virtual terminal, or send a payment link.

After the first payment, the subscription is Active. BillPro creates one billing event, for the next billing cycle.

BillPro emails your customers about their subscription, for example when you pause or resume it. The links open the order portal, where customers can see their order and billing history, manage cards and cancel the subscription.