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. The amount defined in the plan is fixed and cannot be overridden at creation time.
   Note: If the "Via plan" option is not available, it means no plan has been set up yet. See How subscription plans work for details and how to request one.

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.

Start date rules

The start date you choose can be adjusted automatically based on the following rules:

• The start date must be at least tomorrow. A start date of today or in the past is rejected.
• If the agreement was signed after the requested start date, the start date is advanced to the agreement's sign date.
• For monthly recurrences, if the day of the month is later than 28, the start date is reset to the 1st of the next available month.
• For weekly recurrences, the start date is advanced to the next occurrence of the same weekday.

Click Add to create the subscription.