Subscriptions is available only to accounts and users permitted to manage recurring payments. Have the agreed terms and customer's authorized method ready.
Create a plan
- Open Subscriptions → + New subscription.
- Enter Customer name, Customer email, and phone if needed for enabled follow-up.
- Enter Amount each charge and review Start date (optional).
- Choose Weekly, Every 2 weeks, Monthly, Quarterly, Yearly, or Custom under Billing schedule. Review any extra schedule fields.
- Choose Until canceled or A set number of payments under Duration. For a fixed duration, enter Number of payments.
- Select an available method and verify the customer and masked digits.
- Read the billing disclosure and schedule summary. Compare start and upcoming charge dates with the customer agreement.
- Choose Create subscription once. Verify the resulting amount, cadence, status, method, and next date.
An active plan does not prove a particular installment was collected. Check payment history and past-due notices separately.
If creation is blocked
A permission or not-enabled message requires the owner or operator's help. For an uncertain submission, inspect the existing list before creating another plan. If a method is unavailable, do not place payment details in ordinary text fields.
The demo creates synthetic subscriptions with sample saved methods. No schedule reaches a processor and no future charge runs. Its displayed schedule is simplified. See manage subscriptions for follow-up tasks.