Recurring

Subscriptions

Create and manage recurring card payment subscriptions.

Subscriptions allow you to automatically charge a customer's card on a recurring basis.

This section is specifically designed for recurring card payments.

For recurring EFT Debit Orders, Registered Mandates (RM), and DebiCheck collections, please refer to:

Collections

Creating a Subscription

To create a new subscription, select Create.

The subscription creation screen allows you to select a customer, add products, define the subscription duration, configure payment collection settings, and customise invoicing behaviour.

Selecting a Customer

Every subscription must be linked to a customer.

You can:

Select an existing customer
Create a new customer directly from the subscription screen

The customer must have a valid payment method available before recurring card billing can occur.

Adding Products

Products determine what the customer will be billed for.

Products can include:

One-time products
Recurring products
A combination of both

When recurring products are selected, the subscription will continue charging according to the billing period configured on the product.

For more information see:

Products

Subscription Duration

The subscription duration determines how long billing should continue.

Typical options include:

Option	Description
Subscription start	Start the billing from this date
Subscription end	End the billing on or before this date. Leave blank to manually stop

This allows you to create both open-ended subscriptions and fixed-term agreements.

Payment Collection

Configure how recurring card payments will be collected.

Subscriptions use stored card details and payment tokens to automatically charge the customer according to the subscription schedule.

Benefits include:

Automated recurring billing
Reduced manual administration
Automatic payment tracking
Improved collection rates

Invoicing

Invoices can be generated automatically for subscription payments.

Depending on your configuration, the platform can:

Generate invoices automatically
Email invoices automatically
Send receipts after successful payments

Default invoice behaviour can be configured under:

Invoice Settings

Customer information
Subscription status
Billing interval
Amount
Start date
Next billing date
Payment status

Use the filters and search functionality to quickly locate subscriptions.

Subscription Lifecycle

A typical subscription process follows these steps:

Create or select a customer.
Add one or more products.
Configure the subscription duration.
Configure recurring payment collection.
Save and activate the subscription.
Customer payment method is charged automatically on each billing cycle.
Invoices and receipts are generated according to your invoice settings.

Subscription Statuses

Status	Description
Active	Subscription is currently billing.
Paused	Billing is temporarily suspended.
Cancelled	Subscription has been terminated.
Completed	Subscription reached its end date or final billing cycle.
Failed	Billing could not be processed successfully.

Best Practices

Use subscriptions for recurring card payments only.
Use recurring products to standardise pricing.
Store customer payment methods before activating subscriptions.
Configure automatic invoicing for improved record keeping.
Review failed subscription payments regularly.
Use collections instead of subscriptions when collecting via EFT Debit Order, RM, or DebiCheck.

Manage recurring products:

Products

Manage customers:

Customers

Manage invoice settings:

Invoice Settings

Recurring debit order collections:

Collections

View stored card tokens:

Stored Cards

Collections

Create and manage recurring and one-time EFT Debit Order, RM and DebiCheck collections.