Subscription Manager
    • 10 Feb 2024
    • 6 Minutes to read

    Subscription Manager


    Article Summary

    Subscription Manager 

    New to Helcim, our revamped subscription manager! 


    NEW MERCHANTS
    Our new subscription manager is for all net new merchants. For merchants using our Legacy Subscription Management, click here.



    Create Plan

    To create a brand new plan, click on All Tools, then Subscription Management, and Create New Plan.


    Create your first plan


    You can start by naming your plan and adding a description, as well as deciding if you want to offer a free trial period


    Free trials can be offered in a period of either Days or Weeks


    basic info



    Next, set your plan’s price and billing period. You can bill Daily, Weekly, Monthly, Yearly or a Custom amount. 


    You can also add a one-time setup fee for your plan.. The setup fee amount will be added to the plan’s first billing cycle.


    pricing


    Select a Billing Schedule for your plan, either the day of sign up or on a set date. 

    • “On sign up” plans will bill the subscriber on their activation day, and then use this day to determine all future billings based on the selected billing period. 
      • For example, if your customer’s activation day is the 4th day of the month, for a monthly plan, they will be billed on the 4th of each month. 
    • “Pick a day” plans will be billed based on the day that works best for your business. 
      • For example, if we want to be paid the 1st of each month for a monthly plan, select the 1st from the calendar.

    Select how long you want customers to be billed.  Plans can run until they are canceled or for a set number of billing cycles defined by the customer’s subscription.


    billing info

    In the 'More Options' drop down you can select which payment types you want to accept for your plan. Either Credit Card, ACH or both. ACH will only be available if your business can accept ACH payments. For more information on ACH, click here

    select payment method

    You can also decide the tax settings for the plan. You have the option to base the tax on your customer's location, on your location, or have no tax added to the plan. 

    Tax Setting

    Tax will not show in the summary portion until a subscriber is added to the plan, based on the option selected above. Once a subscriber is added, you will see the tax amount in the Subscription Summary.



    You can also adjust the notification settings. You can select to receive a transaction receipt for each transaction processed on the plan. You can also choose if you want to send this to customers. 

    Selecting the Recurring Queue notification will send you a email logging all the payments on this plan on a given day. 

    Notification settings

    A summary of the plan will be displayed on the right hand side and will update as you make changes. Once you are happy with your plan and have entered all the necessary information, hit save and you’ll be ready to add subscribers! 

    Subscription SummaryAn example of a Subscription Summary with Tax added, and a Free Trial period.

     


     



    Add Subscribers

    Once you have created your plan you can now add subscribers to it!


    After your plan has been saved you will see the option to ‘Add Subscribers’.




    plan created


    You can also add subscribers to your plan by navigating to ‘All Tools’ and then selecting ‘Subscription Management’. Opening up the selected plan will provide the options to add subscribers.


    If you select ‘Add a subscriber’ you will need to select which customer you want to add. If you don’t have a customer already in your database, you will need to add one in the Customer section of your Helcim account. For more information on adding customers, click here.


    customer information

    Once you have added a customer, you can select the applicable plan, subscription term length, and the activation date


    A term length can only be selected for plans that expire. “Forever” plans will have this field disabled and you continue to run until canceled.


    The subscriber's activation date can be today or a day in the future. If you have the plan set to bill on a specific date you can set the activation date to determine when this will be. 

    • For example, if you add a subscriber  on the 12th February for a plan that bills on the 1st of every month but you don’t want the subscription to start until April you would set the activation date to April 1st. This would then be the first day of the subscription.


    subscription guide



    Next, select how you want the subscriber to pay by selecting Credit Card or Bank Payment. If the customer you add to the plan has payment information saved, the card or banking information will be autofilled.  If not, you will need to add their payment information in the Customers Section. 


    payment method

    Once a customer is added, if they have payment information saved, this will automatically populate.

    Payment info populated


    Once you have filled out all the customer information, select ‘Save’! You will now have the option to add another subscriber if needed. 

    add subscriber


    View Subscriptions

    You can view your list of subscriptions by going to ‘All Tools’, ‘Subscription Management', 'Subscriptions’. 

    From here you can filter the list via plan or status of subscriptions. 


    view subscribers

    Subscription Filter



    Clicking on a Subscription will open up the overview and billing history of the particular subscription.  



    subscriber overview


    If you wanted to set a custom price per subscription you can edit this in this drawer. Click the pencil icon next to the amount. 

    Selecting the 3 dots in the top right will open the action menu where you can edit, delete, cancel or pause the subscription.

    Subscription action menu

    Billing history will display all payments made towards the plan. 

    If a customer misses a payment or the payment is declined for any reason, the status of the subscription will change to due.

    subscription showing as due

    Clicking into the subscription, you will see an option to 'retry' the declined payment or mark it as paid if you have collected alternative payment.

    Billing history

    retry declined payment


    View or Edit Plans

    All Tools, Subscription Manager, Plans will open up your list of plans. Selecting one will open up the plan overview as well as upcoming billing. 


    view or edit subscriber plans



    You can edit the plan name and description by clicking on the pencil icons next to each field. The 3 dots in the top right will allow you to delete or deactivate the plan. You can also view the upcoming billing for your plan. 

    Edit plan

    Upcoming billing for plan


    Payment Links (a.k.a. Recurring Payment Links) provide your customers the ability to create their own subscriptions, or add themselves to a subscription, without your manual assistance. 

    There are two options for this:

    1. You can create a payment link using our setup wizard, specifying what information you want to collect and which plans are available for customers to subscribe.
    2. Or, customers complete the form themselves and provide payment information (card or ACH) that will be billed by the subscription.

    How to use Payment Links

    • On the Plan Overview screen, select Payment Link from the left hand side

    • From this screen you can view previously sent links, or click on the button on the top right to create a New Payment Link

      • Default links are automatically created when a plan is created.
      • The default links have default theme and form fields; including contact name, email, and billing address (only if the plan is taxable based on customer location).
      • You can copy the default link directly from the overview screen, without needing to change these settings. The payment link is visible on the Payment Link list as plan name + (default)

    • When creating a new link,  you can select up to three plans for customers to choose between.

    • Next, you can build custom a Payment Link using the form builder to change the look, feel, and information presented. Actions that can be done here include:
      • Pick a theme colour
      • Add a logo
      • Edit the page description
      • Add new fields (only name and email are required by default, unless the plan is taxed based on the customer's location, then billing address is required)
      • Drag-and-drop to arrange fields in the desired order
      • Make fields required
      • Edit the call-to-action button
      • Preview page
      • Save as draft
      • And finally, publish the link

    • Share your payment link by copying the link! The link can be copied from the payment link table, the detail drawer or, for default links, directly from the plan overview.

    • If you are adding a customer manually, you can open the link as a customer to select a plan, and fill in the required fields.


    • Then, enter the payment information into the pop up modal and create the subscription. This will add them to the plan! 

     

    Note

    Merchants using legacy subscriptions, please refer to this documentation on how to set up a Recurring Buy Button. 







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