New Subscriptions (Legacy)

Advanced Billing has two options within the application to create live and test subscriptions. Use the in-app functionality to easily create subscriptions while performing day-to-day tasks.

Or, distribute the Public Signup Pages so that your subscribers can securely sign up and purchase your products!

Advanced Billing Application

If your site uses Relationship Invoicing, it will have a new interface for creating subscriptions. Visit Creating Subscriptions (Invoice Based).

Select the subscriptions tab at the top of the application and select “Create New Subscription”.

Create a new subscriber

Currency

If you have defined multiple currencies on your site, you’ll see the option to select a currency for your subscription. All catalog items assigned to the subscription must support the selected currency otherwise an error will be display when trying to create the subscription.

Selecting currency when multiple currencies are defined

Product

Select a product from the drop-down menu, then specify a price point. You may only select one product at this time.

Select the product for your new subscription

Coupon Code

Type more than 2 characters to search for an existing coupon.

Enter a valid coupon code for the subscription

Components

Only the components associated with the selected product above are available for selection. Select their price point and enter a quantity.

Select a component for the subscription

Custom Fields

Please note that this section will only appear if at least one custom field exists for your site.

First, select a custom field from the dropdown to add to the subscription, then click the “Add” button.

Select a custom field click to "Add"

Then, you must set the value for that field.

Set the value for a custom field

Payment Collection Method

If you have enabled invoice billing, you will be given a choice to have the subscription be automatic or invoice-based.

Select invoice or automatic as the payment method

Send Invoice and/or Statement Emails

Choose if you want to Always Receive or Never Receive Invoice and/or Statement emails for this subscription. Leaving Use Site Default will result in the use of existing site settings.

Select how to receive emails for this subscription

Create New Customer

Enter the full data for the new customer. Though you are creating a subscription, you are actually creating the customer entry for the subscriber.

Enter new customer information

Choose Existing Customer

You can choose an existing customer and create a new subscription for them. Simply select the radio button for Choose an Existing Customer

Search for an existing customer

Use Existing Payment Method

If you choose this method, you can also use their existing payment method that is on file.

Select existing payment method for the customer

Use New Credit Card

Use Advanced Billing’s test data to quickly enter the appropriate test credit card data for your subscription. This makes it super easy to test subscriptions when you are using a test/sandbox site.

Select the check box to Use Shipping Address to pull in the data from the customer entry above.

Enter credit card and billing address information

Use a New Bank Account

You can create new subscriptions that use the ACH payment method, if your gateway allows this functionality.

Enter ACH / bank account information

Set Next Billing Date

Use the set date feature to create subscriptions in Advanced Billing. When using this feature, it is assumed that the subscription has existed elsewhere – you’re simply moving this subscription to the Advanced Billing application.

In this case, you’ll select a date into the future in which we will begin charging your subscriber. The underlying idea behind this feature is that is its intended to allow you to add pre-existing active subscriptions to Advanced Billing and have them renew on schedule, though it may also be useful in some other scenarios.

A statement/invoice will not be generated, nor will a charge be initiated until the set date has arrived.

• Immediately: The trial period and setup fee will apply if enabled in your product settings
• Set Date: The trial period and setup fee will not apply if you choose this option.

Configure date for your subscription to begin

Subscriptions that are created at a later date will not charge the initial/setup fee if created using this mechanism. Additionally, if there is a trial period on the purchased product, the trial period will be omitted. In the case of any missed fees, due to the omitted setup fee, use the feature to Add Charge if you wish to include any additional fees to the subscription.

Note that a signup emails, if configured, will be sent out when using this option.