Creating Add-Ons for Subscribers
An add-on will let you add extras to your recurring plans.
You can include add-ons in three different formats: metered, quantity or one-time extras. To get started with creating an add-on click on
Recurring Plans to view your list of available plans.
Creating the Add-On
Click on the plan that you want to create the add-on for.
Plan Add-Ons from the menu on the right-hand side of your screen.
This will open the Plan Add-Ons page. To create a new entry, click on
New Add-On in the top right-hand corner of your screen.
You can now enter the add-on information.
Name: What you want the add-on to be called
Code/SKU: The product reference from your product catalog
Amount: What the add-on will cost your customer
Type: Use the drop-down to choose between three options; quantity, metered, and one-time
The Type drop down menu will give you 3 options:
Quantity - this allows you to provide the customer with a certain quantity of the add-on at a determined price per unit, for example, training sessions.
Metered - this allows you to charge for the add-on depending on customer use, for example, these could be minutes or miles. If you select metered, then the auto-billing function of the recurring plan is disabled.
One-Time - this allows you to give your customer the add-on only one time. The system will apply this charge to the next recurring billing cycle only.
Customer Management Setting
Editable Quantity: Toggle the radio button to
On if you want to allow the customer to add more than one of the add-ons
Selectable by Customer: Toggle the radio button to
On if you want the customer to be able to add the add-on to their plan through the customer portal
Save to create the add-on.
Applying Add-Ons to Subscribers
Once you have created an add-on, you can apply it to a subscriber by clicking
Subscribers from within the
Recurring Plans page of your Helcim Account then picking the subscriber you want to apply the add-on to.
Next, click on
Subscriber Add-Ons from the menu on the right-hand side of your screen
You will now see a list of your available subscriber add-ons. Click the
Check Mark under Active to include an add-on with a customer subscription.
Save to apply the add-on.
A confirmation message will appear confirming that the change has been made.