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Home/Knowledge Base/Subscriptions/Create Single Subscription

Create Single Subscription

2 views 0 July 15, 2024 Updated on July 23, 2024 octalas

Create Single Subscription via Dashboard

The table below explains the parameters that are required when creating a subscription.

Parameters Description
Customer Details Customer details such as customer name, email, and phone number.
Subscription ID The ID through which the subscription is identified.
Select Plan Select an existing plan or create a subscription without a plan.
Subscription Type Select the Subscription Type – Periodic or On-Demand.
Plan Name Provide the plan name if you are not selecting an existing plan. The plan name will be visible to the customer during the checkout.
Maximum Amount The maximum amount you can charge your customer for this subscription.
Recurring Amount If the Subscription type is periodic, specify the recurring amount you want to charge your customer as per the agreed payment schedule.
Charge Customer Once Every The time interval in which you want to charge your customer.
Max. No. of Debits The maximum number of times you want to charge your customer for this subscription.
First Charge Date The date on which your customer will be charged for the first time for this subscription. Applicable only for periodic subscriptions.
Subscription Ends The date on which this subscription ends. It can end on a particular date or will remain active until you or your customer cancels it.
Expiry Date The last date the customer will be charged for this subscription.
Return URL The URL to which your customers will be redirected once the subscription is authorized.

To create a new subscription from the dashboard,

  1. Go to Subscriptions Dashboard > All Subscriptions > Create Subscription.
Create Subscription - Step 1
All Subscriptions Homepage

  1. Enter the Name, Email, and Mobile Number of your customer.
  2. Enter a unique Subscription ID. Select the Send Email and SMS notifications to the customer if you wish to send alerts and click Next.
Create Subscription - Step 1
Create Single Subscription – Step 1

  1. In the Select Plan field, you can select an existing plan or create a subscription without a plan. To create subscriptions when you do not have a plan, select Create Subscription Without Plan.
  2. Select the Subscription Type and the Plan Name for the subscription. Enter the Maximum Amount and the Recurring Amount.
  3. Specify the time interval in which you want to charge the customer in the Charge Customer Once Every field.
Create Subscription - Step 2
Create Single Subscription – Step 2

  1. Configure the Max. No. Of Debits field, First Charge Date, Subscription End Date, and any Immediate Charges.
  2. Mention the Return URL and click Create Subscription.
Create Subscription - Step 2
Create Single Subscription – Step 3

Subscription Creation Successful
Single Subscription Created Successful

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