Creating a New Recurring Plan
Create different types of recurring plans to meet your business needs.
To create a new recurring plan, click on
Recurring Plans from inside your Helcim Account.
If you have not yet created any recurring plans for your account, you will see a blank page. Click on
New Plan to get started.
Next, enter the details for your new recurring plan.
Status: Toggle the radio button to
On to enable the plan, if you want to pause the plan or deactivate it, you can toggle the button to
Name: Use the text box to specify the name for the subscription.
Code/SKU: Enter the Product Code or SKU for the subscription.
Description: Add a brief description of what the subscription is for.
Start Date: The date you want the subscription to start.
Billing Method: The type of recurring plan you want to create, choose from Cycle Based, Pro-Rata Based, and Subscription Based. For more details on plan types check out our article here.
Billing Frequency: How often a customer should be billed.
Billing Frequency Type: Select Day, Week, Month, or Specific Days.
Here are some examples of different billing frequency options:
Billing Frequency: 10 and Billing Frequency Type: Day(s) = process payment every 10 days
Billing Frequency: 2 and Billing Frequency Type: Week(s) = process payment every 2 weeks (or every 14 days)
Billing Frequency: 12 and Billing Frequency Type: Month(s) = process payment once a year (or every 365 days)
Billing Frequency: 28 and Billing Frequency Type: Specific Day(s) = process payment on the 28th day of every month
Under payment settings you can specify:
- The currency the subscription should be billed in
- Which terminal to use
- When the initial bill should be applied to the customer
Under default amounts you can specify:
- What the Setup/Initial Amount to be billed is
- What the recurring plan cost is
Show Advanced to access the advanced recurring plan options.
This will open up the following options:
Automatic Recurring – Toggle
On for the plan to automatically renew.
Taxable: Select which taxes are applicable to the purchase ex. Country Tax, or State/Provincial Tax, or both.
Tax Location: Specify how the tax is calculated, either through your business’s location or the customer’s.
Trial Period (Days): If you offer a trial period you can specify the number of days it is applicable for here.
Trial Auto Subscribe: Toggle the radio button to
On if you want customers to automatically be subscribed to your recurring plan once their trial period is complete.
Customer Portal Settings:
Show in Customer Portal: Toggle to
Off if you want customers to be able to view the plan through their customer portal.
Editable: Toggle to
Off if you want customers to be able to make changes to their subscription through the customer portal.
Cancelable: Toggle to
Off if you want customers to be able to unsubscribe through the customer portal.
When you are done setting all of your recurring plan settings click on
Create in the top right-hand corner of your screen to generate the plan.
You plan will now be created and show on the
Recurring Plans page of your Helcim Account.