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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 then 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 Off.
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

Click on 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.

Tax Settings:
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 Settings:
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 On or Off if you want customers to be able to view the plan through their customer portal.
Editable: Toggle to On or Off if you want customers to be able to make changes to their subscription through the customer portal.
Cancelable: Toggle to On or 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.

Related Articles

An Overview of Helcim Recurring Payments
What are Recurring Plans and Subscriptions?
Adding a Subscriber to a Recurring Plan
Removing or Pausing a Subscriber from a Plan
Editing an Existing Subscriber
Creating Add-Ons for Subscribers
Editing a Recurring Plan
Removing or Pausing a Recurring Plan
Finding Subscribers with Expiring Credit Cards
Reporting Options for Recurring Plans
Importing and Exporting Recurring Plan Data
What to do if a Customer Is Not Billed Automatically
Generating an Invoice for a Subscriber

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