Rainex provides you with the ability to create different types of subscriptions for your customers depending on their needs.
Follow the written instructions below or watch the video.
In the Billing section, go to the Subscriptions tab. Click Create Subscriptions and in the pop-up window that appears, select the customer for whom you will start creating a subscription.
In the extensive database, you can simplify the selection of the desired customer by entering the ID, Name or Company of the customer you are looking for into the search bar.
If you do not have the customer data yet, click Create new customer and follow the Creating a customer instructions here.
Subscription settings #
Product and Plan #
On the subscription creation page, in the Product Family line select from the drop-down list the product that the customer will use and the subscription for which will pay.
If you have specified whether TAX will be included in the final subscription price or not when creating the product, the next field will be filled in automatically. However, you can change this setting for this customer by clicking on this field and selecting the desired option from the drop-down list.
When the product and TAX setting are selected, the Add plan button becomes active.
Please note that to create any type of subscription at least one priced plan must be pre-configured.
Click Add Plan and select in the pop-up window the plan according to which the product payments will be charged to this customer.
Also from the currency and frequency previously set for the plan, select both parameters and click Add.
If mandatory addons or charges were attached to the selected plan when it was created, they will also be immediately reflected as Item in the table.
You can edit or delete the selected plan by clicking on the 3 dots in the plan row. You will see the Remove, Add manual discount, Change Plan, Change Frequency options.
By clicking Remove you delete the selected plan and return to the need to select one for subscription.
We will talk about Add manual discount a little bit below.
Click Change Plan to select another plan without having to remove it.
The Change Frequency option allows you to change the settings of an already selected plan, if the plan has been pre-set to a different currency and frequency.
After adding a plan, the Add Recurring Addon, Add Charge, Add manual discount buttons become available to you. If none of these will be created for the subscription, you can go straight to the General settings section.
Addons and Charges #
Click Add Recurring Addon to attach an addon to your subscription and select the desired one in the pop-up window.
Please note that only pre-created addons for the selected product with a set price can be reflected in the list.
To attach a charge to the subscription, click Add Charge.
Also note that the charge must be pre-created within the product family for which the subscription is being created and must have at least one set price.
In the pop-up window, select the charge, and then select the subscription moment to which the charge will apply.
The selected addon and charge can also be removed at any time by clicking on the 3 dots and selecting Remove from the drop-down list.
Discounts #
In Rainex, you can apply discounts to your subscription by clicking Add manual discount.
In the pop-up window that appears, choose whether the discount will be a Fixed amount or a Percentage deduction from the amount.
In the next field, enter a value. For Fixed Discount, the amount by which the price will be reduced, and for Percentage, a value between 0 and 100.
Next, specify whether the discount will be applied to the Invoice Amount, e.i. entire subscription price or to a Specific Item Price.
If you choose Specific item price, select that item in the field that appears.
Finally, determine whether the discount will be a One-time discount or applied to the entire duration of the subscription – Forever.
The item discount can also be added if you click on the 3 dots in the row of the desired item and select also Add manual discount. The settings here will be the same with the exception that to which specific item the discount will be applied is already selected.
Discounts can be removed by clicking on the 3 dots to the right of the added discount and clicking Remove.
General settings #
Invoice creation setup #
Select at what point in the billing period the invoice for this subscription will be automatically generated and sent to the customer.
When selecting please keep in mind that if you are going to accept autopayments from this customer, the invoice can only be created at the end of the billing period and not in advance.
Billing period end means that the invoice will be generated on the last day of the billing cycle of this subscription.
If you select In advance, i.e. the invoice will be generated in advance before the end of the billing period, the Days before invoicing field and a new Invoice Reminder section will appear.
In the Days before invoicing field enter the number of days before the end of the billing period for which the invoice will be generated and sent to the customer.
The Invoice Reminder field is optional. Enter here how many days before the end of the billing period an invoice payment reminder will be sent to the customer. Please note that the number in this line should always be less than in the Days before invoicing line.
You can create more than one invoice payment reminder by clicking Add notification day.
Auto-collection #
As we said above, if the invoice is created In advance, auto-collection is not possible and this field is simply disabled.
However, if the invoice is created in Billing period end, you can enable auto-collection.
Please note that auto-payment will not be available if you have not added the payment method of the customer for whom the subscription is created when creating or editing the customer details.
Billing Cycles #
Billing cycles determine the duration of the subscription being created for a customer.
A subscription can last forever, i.e. as long as the customer uses your product and you sell the product. In this case, select Forever from the drop-down list.
Or, the subscription can last for a limited number of billing cycles and terminate after they are completed. In this case, select Fixed. In the Number of billing cycles field that appears, enter the number of billing cycles this subscription should last.
Start settings #
Start date #
Select whether the subscription will start Immediately or later on a specific date agreed upon with the customer.
Please note that if the plan includes a trial period, if you select Immediately, it is the trial period that will start and not the activated subscription.
If you have selected Select Date, enter the date in the field that appears. By clicking on the calendar icon on the right, you can select the subscription start date directly on the calendar instead of entering it manually.
Subscription activation settings #
In this section, select whether the subscription will be active immediately after the start date or will become active after the customer has pays the first invoice.
When all fields are filled in with the required data, click Create.
You are taken to the subscription card. Depending on the settings you selected when creating the subscription or creating a plan, the subscription will be in PendingPayment, Active, Future or Trial status.
In the subscription card, you can view the full details of the subscription or edit it.
