Before you create a subscription order

Create a product in the UI with the product_type of subscription. See Create your product catalogue and Create a subscription product.
Create a customer. See Create customer for the API, Create customers for the UI, and Import customers from a CSV file.

Products in orders

In subscription orders, you can only add one product.
If the pricing configuration of a product is not locked, you can change the pricing when you create an order. For fees, discounts, and taxes, you can specify an amount in each order, with no percentage discount.
If product payment configuration is not locked, you can set new payment configuration, for example, you can change the recurring_collection_interval.

Order status

BillPro creates a payment link and sets the pending status for the order, but the BillPro API does not automatically send the payment link to the customer.

Taking payments

You can send the payment link to the customer by email
You can integrate with BillPro's payment link to redirect the customer to BillPro's secure checkout. See Integrate with payment links.
With CardCorp merchant accounts, when you create the order, you can create a checkout in the payment gateway to use in an iframe integration. See Integrate with custom checkout and payment iframe. If the user doesn't complete their transaction within 25 minutes, the checkout expires, and you can renew it with the Renew Checkout request.

Notifications

BillPro sends payment reminders for all Pending orders. To change this configuration, see Payment reminders in Configure BillPro with CardCorp or Activate BillPro with Stripe and Activate email notifications.

Delete old pending orders

Create a regular process to remove old orders with a Pending status in the UI. See Track pending orders.

Manage scheduled payments for subscriptions

To use the API to manage scheduled payments, see Scheduled Payments. You can skip or reschedule billing events for scheduled payments. For subscriptions, you can also change the scheduled_interval to a numerical value, and set the scheduled_duration_unit to DAY, WEEK, MONTH, or YEAR. This will not change the order, but it will effectively adjust the recurring_collection_interval of the order.
See also the recipe to Create a subscription with a trial period at BillPro Recipes.

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