Create a New Subscription for a Customer
Within the Payments app in Marketing 360®, you can add and manage subscriptions that you offer for customers to purchase. You can manage the dates, billing, and products that are available as part of a subscription.
To manually create a new subscription for a customer, navigate to the Payments app and click on Subscriptions at the top of the page.
Your Subscriptions dashboard will show a list of all of your customers' subscriptions. To create a new subscription for a customer, select Start New Subscription.
A pop-up will appear. This is where you will enter the information to create the subscription. You will have four fields to complete:
| Field | Description |
|---|---|
| Customer | Select the customer from the drop-down menu. If the customer does not yet exist, you can select + Add New Customer. |
| Pricing | Select the Product that the customer should be subscribed. You can click + Add New Product in the drop-down menu, where you can enter the Name, Price, and Billing Interval for the new product type. You can also set a "trial period" for the subscription by clicking Add Trial. |
| Billing | Select how the customer should be billed. You can automatically charge the payment method on file, or you can email the customer an invoice that they can pay manually. You can also set a due date for an invoice. |
| Schedule | Choose the dates when the subscription starts and ends. You can choose to start a subscription immediately, on the 1st of the next month, or on a custom date. You can choose the date to end the subscription, or you can select Never to allow the subscription to continue indefinitely. |
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