{"_id":"59cc3055235d480010a19545","category":{"_id":"59cc3054235d480010a1952d","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:49:07.487Z","from_sync":false,"order":5,"slug":"managed-billing","title":"Managed Billing"},"user":"54595f39df560c0800b40fc0","parentDoc":null,"project":"54cc14d03be4370d0082ac5d","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-30T23:59:09.652Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"[block:callout]\n{\n  \"type\": \"info\",\n  \"title\": \"Have you created at least one Billing Plan?\",\n  \"body\": \"Setting up Recurring Billing for a Customer requires at least one Billing Plan to be defined in the system. To set up your first billing plan, read [Creating a Recurring Billing Plan](doc:creating-a-recurring-billing-plan).\"\n}\n[/block]\nTo set up Recurring Billing for a Customer, go to the Customer Profile View for the Customer.\n\nEnsure that the Customer has a Stored Customer Card. In the example below, you can see the Customer Card visible in the Customer Profile View.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/6ZmuWXOVR9VAy0uryva8_Customer%20-%20Subscription%20-%201%20Stored%20Card.png\",\n        \"Customer - Subscription - 1 Stored Card.png\",\n        \"2212\",\n        \"1000\",\n        \"#fc746c\",\n        \"\"\n      ],\n      \"caption\": \"Customer - Profile View\"\n    }\n  ]\n}\n[/block]\nClick the Subscriptions button in the left navigation section of the Customer Profile View.\n\nYou will now see the Customer's Subscriptions List View. In the example below the list is empty because this Customer doesn't yet have any subscriptions.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/KaeXzRV2SoGiS2oj3D1M_Customer%20-%20Subscription%20-%202%20No%20subscriptions.png\",\n        \"Customer - Subscription - 2 No subscriptions.png\",\n        \"2204\",\n        \"462\",\n        \"#fc746c\",\n        \"\"\n      ],\n      \"caption\": \"Customer - Subscriptions List View\"\n    }\n  ]\n}\n[/block]\nClick the New Subscription button near the top left of the screen.\n\nYou will now see the New Subscription dialog.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/J1GqFOixSU2yUw95zV0b_Customer%20-%20Subscription%20-%203%20New%20Subscription%20Dialog.png\",\n        \"Customer - Subscription - 3 New Subscription Dialog.png\",\n        \"868\",\n        \"528\",\n        \"#63a2a3\",\n        \"\"\n      ],\n      \"caption\": \"Customer - New Subscription Dialog\"\n    }\n  ]\n}\n[/block]\nIn the New Subscription Dialog, select the desired Billing Plan (previously created), and a Start Date for the subscription.\n\nClick the Create button in the lower right to create the Subscription and to begin billing the customer according to this Plan.\n\nYou will now see the Customer's Subscription List View, with the newly created subscription displayed in the list in Active state.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/lTGuyzTVRBytnuU7W1Is_Customer%20-%20Subscription%20-%204%20New%20Subscription%20Created.png\",\n        \"Customer - Subscription - 4 New Subscription Created.png\",\n        \"2210\",\n        \"718\",\n        \"\",\n        \"\"\n      ],\n      \"caption\": \"Customer - Subscriptions List View with New Subscription\"\n    }\n  ]\n}\n[/block]\nIf you now click on the new Subscription in the List, you will be taken to the Subscription Detail View shown in the example below.\n\nIn the Subscription Detail View you can see the details of the subscription, determined by the Billing Plan, as well as a history of Transactions processed for the Subscription. In the example below, you can see that the first billing transaction has been processed for the Subscription.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/554f303-Customer_-_Subscription_Detail_View.png\",\n        \"Customer - Subscription Detail View.png\",\n        2878,\n        1184,\n        \"#eeeded\"\n      ],\n      \"caption\": \"Customer - Subscription Detail View for New Subscription\"\n    }\n  ]\n}\n[/block]\nYou have now created a new Subscription for a Customer.","excerpt":"","slug":"setting-up-recurring-billing-for-a-customer","type":"basic","title":"Setting up Recurring Billing for a Customer"}

Setting up Recurring Billing for a Customer


[block:callout] { "type": "info", "title": "Have you created at least one Billing Plan?", "body": "Setting up Recurring Billing for a Customer requires at least one Billing Plan to be defined in the system. To set up your first billing plan, read [Creating a Recurring Billing Plan](doc:creating-a-recurring-billing-plan)." } [/block] To set up Recurring Billing for a Customer, go to the Customer Profile View for the Customer. Ensure that the Customer has a Stored Customer Card. In the example below, you can see the Customer Card visible in the Customer Profile View. [block:image] { "images": [ { "image": [ "https://files.readme.io/6ZmuWXOVR9VAy0uryva8_Customer%20-%20Subscription%20-%201%20Stored%20Card.png", "Customer - Subscription - 1 Stored Card.png", "2212", "1000", "#fc746c", "" ], "caption": "Customer - Profile View" } ] } [/block] Click the Subscriptions button in the left navigation section of the Customer Profile View. You will now see the Customer's Subscriptions List View. In the example below the list is empty because this Customer doesn't yet have any subscriptions. [block:image] { "images": [ { "image": [ "https://files.readme.io/KaeXzRV2SoGiS2oj3D1M_Customer%20-%20Subscription%20-%202%20No%20subscriptions.png", "Customer - Subscription - 2 No subscriptions.png", "2204", "462", "#fc746c", "" ], "caption": "Customer - Subscriptions List View" } ] } [/block] Click the New Subscription button near the top left of the screen. You will now see the New Subscription dialog. [block:image] { "images": [ { "image": [ "https://files.readme.io/J1GqFOixSU2yUw95zV0b_Customer%20-%20Subscription%20-%203%20New%20Subscription%20Dialog.png", "Customer - Subscription - 3 New Subscription Dialog.png", "868", "528", "#63a2a3", "" ], "caption": "Customer - New Subscription Dialog" } ] } [/block] In the New Subscription Dialog, select the desired Billing Plan (previously created), and a Start Date for the subscription. Click the Create button in the lower right to create the Subscription and to begin billing the customer according to this Plan. You will now see the Customer's Subscription List View, with the newly created subscription displayed in the list in Active state. [block:image] { "images": [ { "image": [ "https://files.readme.io/lTGuyzTVRBytnuU7W1Is_Customer%20-%20Subscription%20-%204%20New%20Subscription%20Created.png", "Customer - Subscription - 4 New Subscription Created.png", "2210", "718", "", "" ], "caption": "Customer - Subscriptions List View with New Subscription" } ] } [/block] If you now click on the new Subscription in the List, you will be taken to the Subscription Detail View shown in the example below. In the Subscription Detail View you can see the details of the subscription, determined by the Billing Plan, as well as a history of Transactions processed for the Subscription. In the example below, you can see that the first billing transaction has been processed for the Subscription. [block:image] { "images": [ { "image": [ "https://files.readme.io/554f303-Customer_-_Subscription_Detail_View.png", "Customer - Subscription Detail View.png", 2878, 1184, "#eeeded" ], "caption": "Customer - Subscription Detail View for New Subscription" } ] } [/block] You have now created a new Subscription for a Customer.