The Subscriptions offers tab is where you create potential Subscriptions for a desired Originator. Subscriptions give you the possibility of capturing recurring transactions from your customers in the future. Here, you can configure your first Subscription offer, assigning details like the number of iterations you want it to repeat for, the amount to charge the customer, and whether or not you want to offer a trial period in the beginning.
Although you may have access to this tab, only certain user roles are allowed to create Subscription offers.
Subscription functionalities need to be enabled by PayXpert beforehand.
To view your Subscription offers, click the Settings tab and select Subscriptions offers. Your current Subscription offers appear in a list:
To create a Subscription offer:
Click the Add :plus: button in the top right of the window.
In the window that appears, enter in the following information:
Name: Enter a name for your Subscription offer
Description: This is an optional field
Type: Select the type of Subscription you want to create.
A “normal” subscription gives you control over setting its frequency and number of iterations.
A “lifetime” subscription will only let you charge the customer once. This will then give him or her a subscription for life.
A “one-time” subscription lets you set, in the Frequency field, the duration of the subscription:
An “infinite” subscription will stay active indefinitely, repeating at the end of the period of time you set in the Frequency field:
The “split payment” subscription type is not currently available for use.
Originator: Select the Originator to use for this Subscription offer
Currency: Select the currency that corresponds to your Originator from the drop-down list
Number of iterations: The number of times you want the customer to be charged. Note that this field is only available for “normal” Subscription offers
Frequency: Use the sliders to set a duration for the Subscription. (If you set a trial period, this will be the duration of your Subscription after said trial period)
Amount: The amount you want to charge the customer for the Subscription (or iteration thereof)
3. Configure a trial period for your Subscription offer, if desired:
You can only create trial periods for “normal” and “infinite” types of Subscription offers.
a. Tick the Trial period checkbox.
b. Enter in an amount to charge your customer initially for the trial period.
c. Use the sliders to set a duration for the trial.
4. Click Create.