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Creating a Pro Rata Based recurring plan

Pro-Rata Based Method:

  • The recurring amount is prorated from the start date of the subscription to the next billing date of the plan

 

To create a Pro Rata based plan follow the steps below:

1) Select the Recurring tab and click on New Plan:

New Plan

2) A New Recurring Plan page will open up where you will fill out all the details of the plan (see the screenshot and the corresponding sections below)


A. Recurring Plan Information -

Here you will create a Name and a Code/SKU for the plan.

The Status will be marked as ACTIVE by default, but if you want to pause the plan or deactivate it, you may select INACTIVE.

Automatic Recurring by default it set to YES, which means that the subscribers cards will be charged automatically on the date you set.

 
B. Recurring Structure

*Important*
The Start Date will be the date that the Billing Frequency starts calculating from, and the date that all subscribers on the plan will be billed.

For this plan make sure to select Pro Rata Based for the billing method

For Billing Frequency and Billing Frequency Type this will dictate how often the plan will be billed – so for this example we’ve chosen 1 and Months, meaning the plan will be charged once per month. For the Cycle Based recurring method, you can choose Days, Weeks, Months or Specific Day(s) for the Billing Frequency Type.

Here are some other examples:

  • Billing Frequency: 10 and Billing Frequency Type: Day(s) = process payment every 10 days
  • Billing Frequency: 2 and Billing Frequency Type: Week(s) = process payment every 2 weeks (or every 14 days)
  • Billing Frequency: 12 and Billing Frequency Type: Month(s) = process payment once a year (or every 365 days)
  • Billing Frequency: 28 and Billing Frequency Type: Specific Day(s) = process payment on the 28th day of every month

 
C. Advanced Settings -

Here you can select the currency and terminal for the plan. These will be set automatically by the defaults on your account.


D. Default Amounts -  

The Setup/Initial Amount is the amount that will be charged immediately upon adding a new subscriber to the plan. This amount can also be altered per subscriber when they are added to the plan. IMPORTANT ** Bill on Signup must be selected if you’d like to charge a Setup/Initial Amount.

Specific to this type of plan - The Recurring Amount is prorated from the start date of the subscription to the next billing date of the plan

Recurring Amount is simply the default amount that you want to bill automatically. This can also be altered per subscriber when they are added to the plan.

Taxable - Select the amount of Tax that you would like to charge on this plan, or if you do not want to charge tax.

** PLEASE NOTE** taxes are calculated based on the subscriber's billing address. If you do not enter the billing address Commerce will only charge the customer the base amount for the plan.


E. Trial Settings -

If your plan has a trial period you can enter the number of days for the trial period. By default, after the trial period is over the subscriber can automatically be enrolled in the plan. If you do not want auto subscription, select NO for Trial Auto Subscribe.


F. 
Customer Portal Settings -

If you enable your customers to use the customer portal you can select YES for Show In Customer Portal, this allows your customers to see the plan to which they are currently subscribed. If you want the customer to be able to edit or cancel the subscription through the customer portal, select YES for both Editable and Cancelable

****PLEASE NOTE: you also have to enable the display of recurring plans in the customer portal settings, click here to view the instructions.


G. Here you can write a custom description of your plan.



3) Once all the information has been added, click Save at the top right to create the plan. The plan details will show up with further actions that you can take on the right side. 






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Author: Paul M.
Date: July 15, 2019