How to Create a Manual Subscription
Log into your TrustSubscription Dashboard.
Navigate to Subscription Contract from the main menu and select Create Manual Subscription.
Start by filling out the following information:
Setting the Status & Plan Types
Status:
Select the current state of the subscription, such as Active, Paused, or Canceled to indicate its initial status.Selling Plan:
Choose the selling plan for the subscription to determine its billing and renewal setup.Plan Type:
TrustSubscription offers three different plan types:Pay As You Go:
The subscription renews automatically after each billing cycle until manually canceled. This is ideal for regular subscription-based products like weekly or monthly deliveries.Prepaid:
This plan allows customers to prepay for multiple billing cycles upfront. For example, a customer might pay for 3 months in advance. The subscription then activates for the prepaid duration, with a renewal occurring only after the prepaid period ends. This option is useful for businesses that offer discounts or incentives for prepaid, longer-term commitments.Advance:
In this plan, customers are billed in advance for each upcoming billing cycle, with payments made before the service or product is delivered. For example, if a customer has a monthly advance subscription, they pay at the beginning of each month before the product is delivered. This type is ideal for businesses needing funds upfront to manage inventory or other logistics.
Setting Next Order Date and Billing Information
Next Order Date:
Set the date when the next subscription order will be processed.Next Order Time:
Specify the time for the next order, or leave it blank if not applicable.Billing Frequency & Interval:
Billing Frequency: Determine how often billing occurs, such as weekly or monthly.
Billing Interval: Define the unit for this cycle (e.g., day, week, month).
Setting Delivery Information
Delivery Period & Interval:
Delivery Period: Enter the number of cycles (e.g., 1 for each period) between deliveries.
Delivery Interval: Choose the delivery frequency within each billing cycle (e.g., weekly or monthly).
Billing Iterations and Frequency Options
Minimum Number of Orders:
Set the minimum number of recurring orders the customer must commit to.Maximum Number of Orders:
Define a cap on how many times the subscription can renew.Frequency Plan Name:
Give this subscription frequency a unique name, like Weekly Plan.Frequency Plan Description:
Add a description for this plan, such as "Receive your order every week".Subscription Currency:
Select the currency in which the subscription will be billed.
Adding Products
Browse Product:
Click on Browse Product to view your store's products and add items to the subscription.
Adding Customer Details
Choose Customer:
Click on Choose Customer to select an existing customer or enter new details.
Customer Information:
First Name and Last Name: Enter the customer's name.
Phone Number: Add their phone number.
Address Information:
Address 1 & Address 2: Provide the main and optional secondary address.
Company Name: Enter the company’s name, if applicable.
Country, Country Code, Zip Code, and City: Fill out the necessary location details for shipping.
Shipping Details
Shipping Price:
Enter the shipping cost for each delivery, if applicable.
Summary
In the summary section, review these details to ensure everything is accurate:
Selling Plan & Plan Type:
Confirm the selected selling plan type (e.g., PAY_AS_YOU_GO, PREPAID, or ADVANCE).Products Selected:
Ensure that the correct product(s) have been added to the subscription.Shipping Details:
Verify shipping information, including cost and delivery details.