Minimal requirements

To create a subscription, the customer must have an active recurring payment method, such as a direct debit mandate or a recurring credit card.

Creation of a subscription

You can create a new subscription in several ways.

1. Via the general new button
   

2. Via the active agreement of a customer
   

3. Via the customer's menu
   

In the next step, you have two options:

1. New – Create a fully customized subscription from scratch, defining all details such as frequency, start date, and number of executions.

2. Via plan – Use a predefined subscription plan to quickly create a subscription. A plan is a template that already contains settings like frequency, amount, and number of executions. You only need to select a start date when creating the subscription.
   Note: If the "Via plan" option is not available, it means no plan has been created yet. You will need to create a plan first. Contact our support team for guidance on setting up your plans.

Field descriptions

• Communication: Text appearing on the customer's statement
• Amount: Amount of the subscription
• Repeat: Select the execution frequency
• Start date: Defines when the subscription begins. The first execution is determined by the selected frequency and execution day.
• Executions: Specifies the total number of executions. Enter 0 to keep the subscription active until the mandate is cancelled.
• Reference: Required to identify and update the subscription via the API.

Click Add to create the subscription.