API Overview

Introduction & Getting Started
- Customers
- Accessing Customers
- Key Benefits

Working with Customers
- About the Customer List
- Searching for Customers
- Sorting the Customer List
- Adjusting Pagination
- Adding a New Customer
- About the Customer Details Page
- Opening Customer Details
- About Quick Actions
- Deleting a Customer Profile from the List

Managing Customer Information
- Editing Customer Details
- About Payment Methods
  - Adding a Payment Method
  - Editing a Payment Method
  - Setting a Default Payment Method
  - Deleting a Payment Method
- About Shipping Addresses
  - Adding a Shipping Address
  - Setting a Default Shipping Address
  - Editing Shipping Addresses
  - Deleting a Shipping Address
- Best Practices for Data Management

Customer Actions & Workflows
- Taking a Payment
- Creating a Subscription
- Deleting a Customer Profile
- Common Workflows

On This Page

Creating a Subscription

How to set up recurring billing for a customer using their stored information.

To set up recurring billing for a customer:

From the customer list or details page, click

Create subscription

.

ADDITIONAL INFORMATION

A subscription form opens with customer information pre-filled.

Configure subscription details.

Select a billing plan or create a custom schedule.

Set billing frequency--monthly, quarterly, or annually.)

Specify subscription amount.

Set start date and end date if applicable.

Review and create the subscription.

RESULT

Ensure the customer has a valid payment method with a future expiration date before creating subscriptions to avoid payment failures.

Back to top