Setting up Subscriptions allows you to automatically create recurring jobs within a frequency of days, weeks, months or years.

This can be used for services you provide a client, such as marketing retainers, monthly training services or access to a service you provide.

Creating Subscriptions

To create a new Subscription, choose your customer and go to Workgroup > Customer 

 

View/Amend > 

 

Financial > Subscription > Create.

On step 1, choose a subscription plan:

 

 

Depending on the subscription type, there may be some other options to enter:

 

 

Each subscription type includes different default values, including:

1. An initial charge for the first job you create;
2. A recurring charge every frequency; and
3. A final charge which can be different to the recurring charge.

The subscription type also have default transfer prices, these are used if you're providing a service from Grafenia, such as website hosting or a new website.

You can keep a subscription running until it's cancelled.
Or you can set up a final charge in advance.

 

 

Automatically collecting payments through w3pay

If you have w3pay set up and customer consent, you can automatically collect payments through w3pay.

Simply choose to collect payment automatically with w3pay, then choose your customer's saved card.

You can collect payments manually, by direct debit or credit card:

 

 

 

Making a VAT-less subscription

If your subscription invoices need to be VAT zero-rated, you can use the Subscription (Without VAT) subscription choice.

 

Flexible product support

Subscriptions support flexible products

This means you will see some subscriptions with an extra option of adding the product name and specification

 

The product name is the name of the service you are using

The specification is a detailed description of the service provided that shows up in customer invoices.

Once this is done, newly created subscription jobs will charge your customer's card automatically.

Your customer will be sent an email saying the payment took place unless you turn off sending payment receipts to an individual customer on Workgroup > Customers > View/Amend or a whole microsite via Workgroup > Customers > Categories & Microsites > View/Amend.

Subscription notifications

You can choose when creating a subscription if you'd like to pre-warn yourself or your customer about an impending charge.

Simply choose the day before the subscription that you'd like to receive the notification

 

The email sent to yourself or your workgroup will say how much the initial charge and ongoing charge is

It will also tell the client or yourself whether the payment collection is manual or automated. If manual customers will be asked to pay via their online dashboard once the charge is raised.

Subscription news feeds

Once a subscription has been created, a new subscription job is generated at every frequency interval you choose. You'll be sent a News Feed notification to update you on new subscription jobs:

These will be changed to status 081 automatically, and your customer will be invoiced shortly after its creation.

Editing Subscriptions

View all subscriptions allocated to a customer on Workgroup > Customers > View/Amend > Financials > Subscriptions.

You can click on each subscription to:

• View existing jobs created for the subscription;
• Change payment details; and
• Cancel the subscription early.

 

Customer management of subscriptions

Customers can manage the payment of subscriptions you set up in Flyerlink in their online account area

If they head to their online account area and choose settings

They are able to set up a direct debit, or save and amend their saved card for use on the subscriptions. The option for card will only show if you have stripe, and direct debit options are hidden if you do not have GoCardless set up.

They can choose which payment method to be active on their subscriptions, whether direct debit or card.

If there are any subscriptions with an outstanding balance we show a note so they can make a one-off card payment