Recurring Billing

Plansanchor

Before creating subscriptions, you must create a plan. A plan is a template for your subscriptions: when you create a plan, it will be used to populate information such as amount, currency, and billing cycle when a new subscription is created.

Creating a plananchor

To create a plan in the Control Panel:

  1. Log into the Control Panel
  2. Click on Subscriptions in the navigation bar
  3. Click the Plans tab
  4. Click the Create A Plan button
    • If you have already created one or more plans, this button will read New Plan
  5. Fill out any relative information – including:
  6. Click the Create button
important

If you are adding a trial period to a plan, read the trial period risks and requirements first.

Updating a plananchor

You can update a plan in the Control Panel. The billing cycle can't be modified on an existing plan, but you can change all other elements.

  1. Log into the Control Panel
  2. Click on Subscriptions in the navigation bar
  3. Click the Plans tab
  4. Click the Edit link located to the right of the plan you'd like to update
  5. Make any desired changes
  6. Click the Save button

If you update the details of a plan, those changes will only apply to new subscriptions – existing subscriptions will not be updated automatically.

important

Merchants operating in the European Union must give customers 4 weeks’ notice before changing the price of their recurring billing plan; 4 weeks’ notice is also required before billing customers if it has been 6+ months since their last payment. If you don’t operate in the EU, these notices aren't required (but they're still good practice).

Deleting a plananchor

You can only delete a plan in the Control Panel. A plan can't be deleted if it has any former or current subscriptions associated with it.

  1. Log into the Control Panel
  2. Click on Subscriptions in the navigation bar
  3. Click the Plans tab
  4. Click the Delete link located to the right of the plan you'd like to remove
  5. Click the Yes button to confirm