Create Subscriptions inside Chargify

This guide will walk you through creating subscriptions (standard, grouped, parent/child) within the Chargify Admin UI.

Standard Grouped Parent/Child


Summary

Chargify Feature
Subscriptions
You Need
Complete Design Your New User Signup Flow
Code
No
Difficulty
◎◎

Create Standard Subscriptions

Standard subscriptions are the most common subscription type.

1. Set Customer and WhoPays
Create a new customer, or select an existing customer. Set WhoPays to "Separate Invoices".

create-standard-customer.gif

2. Set Payment Type

Set payment type, and optionally set next billing date and other fields.

select-paymentmethod.gif

About payment types:

- Automatic: credit card or bank account
- Remittance: Payment is remitted manually after the invoice is received. You can collect a payment method after the subscription is created, and change to Automatic.
- Prepaid: Payments are withdrawn from a replenishing balance (like a digital wallet).



3. Configure Subscription Plan 
Select the currency, then either build a subscription plan by clicking "Select a Product" of choose an existing offer (prepackaged bundle).

Build Use Offer
1) Add a product
2) optional - add component(s)
3) optional - add coupon(s)
4) optional - add custom field(s)

configure-the-subscription-plan.gif

 

4. Preview Cost and Create Subscription
Preview the cost. Ensure everything looks correct. When ready, click 'Create Subscription'.

 


Create Grouped Subscriptions

Grouped subscriptions use consolidated invoices to bill 1 customer for multiple subscriptions. Before getting started, go to Settings > Config > Customer Hierarchies & WhoPays, and enable both settings.

1. Create New Customer with Consolidated Invoices
Create a new customer. Set WhoPays to "Consolidated Invoices". This will be the first subscription in a group. 

create-grouped-customer.gif

2. Set Payment Type

Set payment type, and optionally set next billing date and other fields.

select-paymentmethod.gif

About payment types:

- Automatic: credit card or bank account
- Remittance: Payment is remitted manually after the invoice is received. You can collect a payment method after the subscription is created, and change to Automatic.
- Prepaid: Payments are withdrawn from a replenishing balance (like a digital wallet).



3. Configure Subscription Plan
Select the currency, then either build a subscription plan by clicking "Select a Product" of choose an existing offer (prepackaged bundle). If you are creating a group that has 2 subscriptions with different billing intervals, the first subscription should be the smallest billing interval. Example: yearly subscription with monthly usage, the first subscription should be the monthly one.

Build Use Offer
1) Add a product
2) optional - add component(s)
3) optional - add coupon(s)
4) optional - add custom field(s)

configure-the-subscription-plan.gif

 

4. Preview Cost and Create Subscription
Preview the cost. Ensure everything looks correct. When ready, click 'Create Subscription'.

 

Optional - Create the 2nd+ subscription in a group
Select the existing customer, select 'Consolidated Invoices", and set the 3 Invoice Consolidation Options (find the combination right for you, once you know, repeat each time). When finished, follow steps 2-4 above to create the subscription.

2nd-grouped-sub.gif

 


Create Parent/Child Subscriptions

Parent/Child subscriptions make it easy for Parents to pay for multiple Child Subscriptions. Before getting started, go to Settings > Config > Customer Hierarchies & WhoPays, and enable both settings.

1. Create a Parent Customer
If you already have a Parent Customer, skip this step. In the top right corner, click Create > Create Customer and click the Parent Customer. 

create-parent.gif

2. Create a Child Customer under the Parent
Click Billing > Customers, and search for your Parent Customer. Click into their customer profile, scroll to the bottom, and click "Add new customer as Child." Add the Child, and click "Submit". The Child is now associated with the Parent. 

addchild.gif

3. Create a subscription for the Child

In the Parent Customer Profile, scroll to the bottom, click the Child's Customer Profile link (or, just perform a customer search for the Child). On the Child's profile, click "Create a Subscription", then set WhoPays to the Parent, and complete the subscription creation process.

child-sub-parent.gif

Optional - Create a 2nd+ Child subscription paid by the Parent
In the Parent Customer Profile, scroll to the bottom, click the Child's Customer Profile link (or, just perform a customer search for the Child). On the Child's profile, click "Create a Subscription", set WhoPays to the Parent, and set the 3 Invoice Consolidation Options (find the combination right for you, once you know, repeat each time), and then complete the subscription creation process.

child-sub-parent.gif
Optional - Create a Standalone Parent Subscription
A Parent Customer, who is in a hierarchy, pays for their own Subscription.

Open the Parent Customer Profile, scroll down, and click "Create a Subscription". Set WhoPays to Separate Invoices, and then complete the subscription creation process.

standaloneparent.gif

Optional - Create a Standalone Child Subscription
A Child Customer, who is in a hierarchy, pays for their own Subscription. Uses Customer Hierarchies.

Open the Child Customer Profile, scroll down, and click "Create a Subscription". Set WhoPays to Separate Invoices, and then complete the subscription creation process.

standalonechild.gif
Was this article helpful?
1 out of 1 found this helpful