Creating a Subscription

This article explains how to create a new subscription for one of your connected merchants.

Before creating subscriptions, you should create one or more plans under the Products menu. For more information, please refer to the corresponding support article.

To create a new subscription, navigate to Subscriptions in the platform administration of your Payrexx account. Then, click the green "Add subscription" button at the top of the window:

Creating a new subscription for a merchant

The following window will open, allowing you to search for the merchant for whom you want to create the subscription:

Searching for the merchant to assign the subscription

Then, click on the merchant for whom you want to create a subscription:

Selecting the merchant for subscription creation

In the next window, scroll down to the Subscription section and click "Change Subscription":

Changing a subscription in Payrexx

Configuration of the subscription

A new window will open where you can enter the details for the new subscription:

Defining the plan, duration, price, and start date of the new subscription

1. Plan: Select one of the plans you have created under Products.

2. Runtime: Set the duration of the new subscription, or make it unlimited by checking the "Unlimited" checkbox.

3. Price: Set a price for the subscription, or create it as a free subscription by activating the corresponding checkbox.

4. Start date: Specify when the subscription should become active. The available options are "Today" and "After expiration of the current subscription" You can also choose a custom date by clicking "On date".

5. Internal note: Enter a comment. This note is visible only to platform administrators, not to the merchant.

6. Save: When saving, you have two options: creating the subscription with or without sending an invoice.

Special plans: "Trial" and "Free"

The "Trial" and "Free" plans have specific functionalities:

Trial

The "Trial" plan is a product you can offer your merchants to test their account. This plan allows merchants to try Payrexx features for 30 days. After the trial period ends, if no other plan is selected, the "Free" plan is automatically activated in the merchant account.

The "Trial" plan cannot be deleted or deactivated.

Free

In the "Free" plan, merchants can no longer receive live payments. This plan is intended for merchants who do not have a paid subscription and do not wish to process transactions. A merchant is automatically assigned the "Free" plan, for example, if a subscription is not renewed.

The "Free" plan also cannot be deleted or deactivated.