Adding a Subscriber to a Recurring Plan
Once you have created a recurring plan, you are able to add existing customers to the plan by navigating to the
Recurring section of you Helcim Account and clicking on
Next, click on the recurring plan that you want to add a subscriber to.
Once you have selected the plan you want to add a subscriber to you can click on
Subscribers from the menu on the right-hand side of your screen.
Next, click on
You can add a customer by searching for an existing customer or clicking on
Create New Customer and manually entering their information.
The subscriber information will populate based on the settings in your recurring plan. If you need to edit any of the fields, you can do so now before you assign the customer to the plan.
Payment Type: How the customer will be paying for the subscription
Notes: Any comments you need to add
Subscriber Amounts: The Base Initial and the Base Recurring fields are auto filled based on the recurring plans settings
Status: Active or Trial
Cycles: If you want the subscription to end after a certain period of time you can enter that number here. Ex. For a 12-month pre-paid subscription you would enter 12 for the cycles
Start Date: Select when you want the plan to start
Date Removed: This will be the end date for the customer's subscription, it is an optional field
If you select date that has already passed for
Date Removedthe subscriber will be marked as INACTIVE and will not be billed for the subscription. Always select a future date if applicable to ensure the subscriber will be billed for the recurring plan.
Add to assign the customer to the recurring plan.
A confirmation message will appear confirming that a new subscription has been created.
You can view all the assigned customers for a specific recurring plan on the subscriber overview page.