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Helcim Commerce » Recurring and Subscriptions »

Creating a new recurring plan

To create a new recurring plan please follow the steps below.

 

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

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

a. Recurring Plan Information - here you will name and indicate the Code/SKU of 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 on the billing date automatically. 

b. Recurring Structure - here you will indicate the start date, billing frequency and frequency type, billing method, and next billing date. Begin by selecting the start date, in the example below we chose March 26th. Billing frequency is set to 1 and billing frequency type is set to months, this signifies that there is going to be one charge every month. Since we selected starting date of March 26 and the billing method as Cycle Based, the charge will be processed on the 26th of every month. 

  • Billing Method: Cycle Based = All subscriptions will be billed at the same time (based on the start date of the plan)
  • Billing Method: Pro-Rata Based = The recurring amount is prorated from the start date of the subscription to the next billing date of the plan
  • Billing Method: Subscription Based = All subscriptions will be billed after the end of the chosen billing period start dates. (based on the billing period after the selected start date)

Here are a few more examples of recurring structures: 

  • 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: 14, 31 and Billing Frequency Type: Specific Day(s) = process payment on the 14th and the last day of the month - Commerce recognizes 31 as meaning the last day of the month, so in months with 28 or 30 days, the plan will correctly bill on the last day of that month
  • Billing Frequency: 14, 30 and Billing Frequency Type: Specific Day(s) = process payment on the 14th and the 30th of every month

c. Advanced Settings - Here you can select the currency and terminal for the plan. 

d. Default Amounts - the one time setup fee is entered in this section along with the recurring amount. You can set the setup fee to be charged at the same time as the recurring amount or immediately on sign-up. You can also select if the plan is taxable or not. 

****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 Setting - 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 sections. 

****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 description of the plan. 

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3) Once all the information has been added, click save 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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4) You can now add subscriptions to the plan. Click here for instructions on adding a subscription.