How do I create a subscription?

To create a subscription for a customer, 

  • Click the Billing Icon on the navigation bar. 
  • From there, click the "New" button. You will be prompted to choose a customer, define their payment method, and choose a template to base the subscription on. 
  • Once you have entered the required fields, click Save.

You can also create a subscription from the customer detail view. Click the "Subscribe" button. This will navigate you to the Subscription Detail screen.

Finally you can create a subscription directly from the Template definition screen. Click the "Subscribe" button. This will navigate you to the Subscription Detail screen where you will select the customer.