You can use the Self-Care Portal to create a subscription template that applies to one or more subscriptions. A subscription template is a payment plan that defines the billing behavior of a subscription.
The following table describes the fields that you complete when you create a subscription template:
| Field | Description |
|---|---|
| Merchant Ref | Unique identifier of the subscription template. |
| Name | Name of the subscription template. |
| Description | Additional information about the subscription template. |
| Type | Indicates how you collect payments for the subscription. Select one of the following options: • Automatic — Automatically collect payments for each billing cycle. Every subscription that uses this template uses the same recurring price and setup fee. • Manual — Manually collect payments for each billing cycle. • Automatic (without amounts) — Automatically collect payments for each billing cycle. Set the recurring price and setup fee when you create each subscription. |
| Period Type | Indicates how often the subscription repeats. Select one of the following options: • Weekly — Subscription repeats once a week. • Bi-Weekly — Subscription repeats once every two weeks. • Monthly — Subscription repeats once a month. • Quarterly — Subscription repeats once every three months. • Annually — Subscription repeats once a year. |
| Period Count | Indicates the total number of billing cycles for the subscription. Select one of the following options: • Unlimited — Subscription continues without an end date. • Limited — Subscription ends after a set number of billing cycles. If you select this option, you must also specify the number of billing cycles. |
| Recurring Price | Amount that customers pay for each billing cycle of the subscription. The amount can't be 0. |
| Setup Price | One-time fee that customers pay on the start date of the subscription. Leave this field blank if there is no setup fee. |
| Currency | Currency of the subscription payment. |
| On Update | Indicates what happens to active subscriptions that are linked to this template when you update the template. Select one of the following options: • Continue Subscriptions — Changes to the template don't affect linked subscriptions. • Update Subscriptions — Changes to the template automatically apply to linked subscriptions. |
| On Delete | Indicates what happens to active subscriptions that are linked to this template when you delete the template. Select one of the following options: • Continue Subscriptions — Keep all linked subscriptions active when you delete the template. • Finish Subscriptions — Cancel all linked subscriptions when you delete the template. |
Create a subscription template
- Log in to https://payments.payroc.com/merchant/selfcare/.
- From the navigation menu, select Customers, and then select Stored Subscriptions.
- Select the Create Stored Subscription tab.
- Enter the template details.
- Select CREATE.