Payments- Subscriptions

Creating and Managing Subscriptions

Objective

This SOP outlines the steps to create and manage subscriptions within the payment platform, ensuring a clear understanding for team members.

Video Walk Through

Key Steps

Accessing the Payments Section

• Navigate to your platform.

• Click on the 'Payments' section to access all payment-related functionalities, including invoices and estimates.

Creating a Product for Subscription

• Go to the 'Product' section.

• Click on 'Create Product'.

• Enter the product name (e.g., 'Coaching, monthly').

• Select 'Reoccurring' for subscription products (do not select 'One time').

• Set the price (e.g., $1,000 per month).

• If applicable, specify the number of payments (e.g., 5 for a $5,000 package).

• Press 'Save'.

Adding a Subscription

• Click on 'Subscriptions'.

• Select 'Add a Subscription'.

• Enter the customer's name.

• Choose a start date for the subscription (e.g., tomorrow).

Selecting Eligible Products for Subscription

• Review the list of products created under 'Reoccurring'.

• Select the appropriate product for the subscription.

Finalizing Subscription Setup

• Ensure your payment gateway is set to live (not test).

• Click 'Schedule' to finalize the subscription setup.

Monitoring Subscription Status

Check the subscription section for active subscriptions.

• If a subscription fails, it will be indicated in this section.

Accessing Payment Links for Active Subscriptions

• Once subscriptions are active, payment links will be available in the subscription section.

Cautionary Notes

• Always ensure the payment gateway is set to live before scheduling subscriptions.

• Do not select 'One time' for subscription products; always choose 'Recurring'.

Tips for Efficiency

• Double-check product details before saving to avoid errors.