It may happen that you want to manually create a subscription for a customer in Plug&Pay.
A connection with Mollie or Stripe is required to create a subscription. Here you can read how to connect Plug&Pay to Mollie, & here you can read how to connect Plug&Pay to Stripe.
Selling subscriptions is part of Plug&Pay Premium & Ultimate. Are you using Plug&Pay Lite? Upgrade to Premium or Ultimate to use this feature.
How do you create a subscription manually?
From your Plug&Pay account, click on Sales > Subscriptions on the left in the dashboard and click the Create subscription + button.
You will see a page where you can fill in all the information about the customer and the subscription.
Fill in all the details about the customer as completely as possible under Details.
Under Subscription contents, fill in which product it concerns, which type of subscription it is (monthly/quarterly/annually), the quantity, and the start and end date. Adjust the price if you want to give the customer a discount.
Under the Emails and processing heading, you can indicate whether it is a test order. Here you also have the option to automatically send an invoice and payment link to the customer. If you tick that the invoice is sent automatically, the customer will receive the invoice + payment link on the start date you have entered under Subscription contents. With the payment link, the customer can manually make the first payment. Subsequent direct debits will be collected automatically.
If you do not tick this, you can send the first invoice + payment link manually to the customer yourself. As indicated under Payment details under 'invoice + payment link email', the subsequent invoices will be sent automatically.
ℹ️ All webhooks and rules set up for the product will be executed automatically.
If you want to authorise someone for the payment of the subscription, you can indicate this under Payment details under Authorisation. Make sure to fill in the correct name and IBAN number of this person!
Finally, don't forget to click save! You will see that your most recently created subscription appears at the top of your full subscriptions overview :-)