Getting Started Guide

Pabbly Subscriptions is a recurring billing and subscription management software. This user manual helps you to get started with Pabbly Subscriptions. After signing up for the Pabbly Subscriptions, You will notice that there are 7 menu sections viz

  • Dashboard
  • Products
  • Customers
  • Subscription
  • Invoice
  • Reports
  • Settings

Before going ahead you must check out the quick guide of Pabbly Subscriptions – How to set up an account in Pabbly Subscriptions?

Let’s get you all these Sections one after the other.

1. Dashboard:

You will be redirected to Dashboard once you log in to Pabbly Subscriptions account. This is how it will look:


Pabbly subscriptions-dashboard


From the Dashboard, you can get an overview of your products such as Total Sales, Refunds, New Subscriptions, Canceled Subscriptions, Rebills. In the section below recent customer, details are mentioned such as active product, payment status, billing date, etc. Moreover, you can apply a filter on recent customers to view the desired customer.

P.s:- These stats will be visible to you when you have products & subscriptions on your account.


2. Product:

With Pabbly Subscriptions, you can sell SaaS-based products and membership. You must create a product before getting started. There can be multiple plans and coupons associated with a product.

How to add a product?

  1. Go to the “Products” tab.
  2. Click on “Add New Product ”. 

pabbly-subscriptions-add-product


3. Fill the product details.


pabbly-subscriptions-add-product


4. Enter ‘Name’, ‘Description’ and ‘Redirect URL’ in the respected section. Product ‘Name’ is the requaired feild.

5. Click on “Save”.

P.s:- Redirect URL is optional, you can leave it blank to display the default “Thank You” page


How to edit a product?

  1. Go to the sidebar and Choose “Products”.
  2. Click on the edit button of the product and make the required changes.

pabbly-subscriptions-add-product


        3. Then, click on “Save” button to save the changes you’ve made.


3. How to set up plans for the product?

Plans are the pricing for your products. You can create unlimited plans corresponding to the product.

1. Go to the “Products” section and select the product to add a plan.

2. Click on “Add Plan”.

3. Fill up the details of the plan. Here is how the form looks like –


Pabbly Subscription-customer


  • Plan Name

For ex: if you’re offering basic services or features to your customer then you can name your plan as – “Basic” & when offering the advanced featured you can name it as – “Advanced Plan”.

It will be displayed on the invoice that you’ll send to your customer.

  • Plan Code

Here you can add a unique code of the product which acts as a unique identifier.

  • Price

Here you can add the pricing of a plan in a specific currency. Pabbly Subscriptions supports 25+ currencies such as Dollar, Euro, INR etc. 

  • Setup Fee (Optional)

You can charge customers a one-time amount setup fee for setting up the account.

  • Billing cycle

1. One Time: The customer will be charged for one time only.

2. Auto renews until canceled – Customer will be charged as long as customer purposely canceled the subscription.

3. Expires after a specified no. of billing cycles – Here you can set the no. of billing cycles after which the plan will expire. (For a one-time payment, enter “1”).

  • Bill Every

You can set the number of billing intervals on the weekly, monthly or yearly basis.

For example –

If you set Bill every 1 month – Your customer would be charged every month on the subscription activation date.

  • Free Trial

Here you can set up a free trial period for a specified number of days. For example, if you set 7-days or 60-days trial period then, your customer will be charged after that trial period.

  • Plan Status

You can ‘Activate’/’Deactivate’ the plan from this section. (When you make a new plan the ‘Plan Status’ is set activated by default)

  • Plan Description

Here you can describe the plan of the product.

  1. Finally, click on “Submit” button.

Now, your products, their corresponding plans, and their buying links have been created. So, you are now ready to collect payments for your services.

You can see the checkout pages of each plan and also copy the link and embed it on your website.


pabbly-subscriptions-plan-details


Checkout Page –

Pabbly subscriptions-customer


Default Thank You page displays your next billing amount, time, and date.


Thank you page


4. Customers:

A customer is a person or businessman who purchases the services or goods from any service provider/company.

In this section, the admin can see all of his customers on a single page.

The customer section will look like this,

customer

Customers can be added in two ways.

  • Automatically Add Customers

Whenever your customer subscribes to your products, then those customers are automatically added along with their entire details in the customer section.

  • Manually Add Customers

You can manually add customers by following these steps –

  1. Go to the main sidebar and click on “Customers” section.
  2.  Then click on “Add New Customer”.

pabbly-subscriptions-add-customer


3. Now fill the customer details.


ofline customer


 You can see the Billing and Shipping address on the customer overview section. The Billing address is shown on the invoice also.  

 5. Now, click on the “save” button. (New Customer is created)


Customer’s Overview

By clicking on the email id of a particular customer, you can see the details of the customer, their subscriptions, and transactions made by them.


pabbly-subscriptions-customer-form


If you click on the Transactions option on the top right, you will be able to see the transactions, invoices, payments, credit, and refund.


pabbly-subscriptions-customer transaction


How to edit a customer?

To edit customer’s details follow the steps below-

  • Go to the customer’s section.
  • Click on the email id of that customer which you want to edit.
  • Click on the edit button, just below the email id of the customer.

Pabbly Subscriptions-customer


Pabbly Subscriptions-edit customer


  • Edit the customer details in the form.
  • Then, click on “Submit” button.

5. Subscriptions:

A subscription is an amount of money that you pay regularly to receive a service or product.

Subscriptions can be added in two ways –

  • Via hosted page/Online.
  • Manually/Offline

How to add a new subscription via a hosted page/Online?

An online subscription is an automatic process, anyone who pays through your Checkout Page, Pabbly subscription automatically adds them as your Subscriptions to make it easier for you to manage and track transactions. You can create an online subscription via your hosted page or you can share the Url of your checkout page via emails or any other way.


Pabbly Subscriptions-Checkout page


Now check your “Subscription” section, a new subscription is created on top of the list by the same email address.


Pably Subscriptions-subscriptions


How to add a new subscription manually/offline?

  • Click on the “Subscription” section from the sidebar menu.
  • Now, Click on the “Add New Subscription”.

Pabbly Subscriptions-subscription


Moreover, if you want to view the list of certain status such as “Live” so, you can also apply the filter on the list and view the subscription which are live.

Now fill up the form which looks like this –


Pabbly Subscriptions-subscription


  • Customer Name –  You can add a new subscription for existing customers.
  • Email To – Send email notification to the customer’s id informing about the new subscription.
  • Payment Term –  Payment term is like how long your customer can pay. For example, if you select net 15 that means your customer has 15 more days to make the payment. This case is just the same with Net 30, Net 45, Net 60.

Pabbly Subscriptions-subscription


 


Below this, you will notice-


pabbly-subscriptions-payment-method


You can specify the Subscription Term

  • Enter the start date when your subscription is activated.
  • Specify the number of billing cycles, after which the subscription expires.

(Tick on Never Expire if you want lifetime subscription)

You have the 2 payment method –

  • Offline – Offline payment means the payment which you receive from other sources i.e., cash, cheque, and other payment gateways. Then the  Payment Method will be displayed as offline in the subscription overview.

pabbly-subscriptions-offline-payment

  • Online payment –  Receive payment via Paypal or Stripe.

How to cancel a subscription?

To cancel the subscription, follow the steps below –

  • Go to the “Subscription” section.
  • Then, click on the email id of the subscribed customer.

pabbly-subscriptions-cancel-subscriptions

  • Now click on “More” button. Then select “Cancel Subscription”.

Cancel Subscription page

  • Then you have to select when you want to cancel the subscription.

pabbly-subscriptions-cancel-subscriptions


If you canceled the subscription immediately then it’ll show the status as canceled and on selecting “Cancel on Next Renewal” it displays the status as “Non-Renewing”.

6. Invoice:

To view the generated invoices of customers.

Follow the steps below –

  1. Go to the “Invoice” section.
  2. Now click on the customer whose invoice you want to see.

pabbly-susbcriptions-invoice


Here is the created invoice looks like –


pabbly-subscriptions-invoice


NOTE:- If you offer free trial period then the invoice will be generated after the trial period is over.

There are two ways to make payments one is via checkout page and other is through invoice

In your inbox, you’ll receive an invoice which has the option of “Pay Now” through which the customers are able to make payments.

  (The invoice with “Pay Now” option will only available when the payment term is selected)


pabbly-subscriptions-pay-via-invoice


7. Reports:

The Report section provides you the details like

  • New Subscriptions
  • Active Subscriptions
  • New Customers
  • Active Customers
  • Net Revenue
  • Monthly Recurring Revenue.

Pabbly Subscriptions-Reports


 

On clicking these section it will provide you full graphical representation date wise which helps you to keep track of your customers and subscriptions.

pabbly-subscriptions-reports-graph


8. Settings:

You can change the settings of the following sections.

  • Profile Settings
  • Payment Integration
  • API Settings
  • Checkout Page Settings
  • Change Password
  • Email Notification
  • Client Portal

Profile Settings

Set up your profile here by filling up your details such as Name, Email, Phone, Currency, Time Zones etc.

How to update your profile?

  1. Go to the “Settings”.
  2. Then click on “Profile Settings”.
  3. Fill up the entries.

Pabbly Subscriptions-profile settings


Now, click on “Update Profile” button.


How to integrate with payment gateway?

Pabbly subscriptions support Paypal and Stripe and also a test mode to test your transactions.

To integrate with PayPal and Stripe, you need a secret key from your PayPal and Stripe account to do so.

If you want to integrate with PayPal, you need to enter client ID and Client Secret key. It also provides you the test sandbox mode.

Pabbly Subscriptions-settings


Note: You can add only one PayPal and one Stripe payment gateway with your Pabbly Subscription account.

Check out these links


API Settings

Whenever customer signed up in the Pabbly Subscriptions they will get a unique API key and secret key. If you want to integrate the Pabbly subscriptions on your software or your SaaS application then these keys are required. Here you can also regenerate your API and secret key,

pabbly Subscriptions-settings


You can use our API’s to get useful data from your account and use it to integrate Pabbly Subscriptions in the varied type of applications.

Pabbly Subscriptions API And Integration Guide


Checkout Page Settings

Checkout pages are specific to each product’s plan and you can view the checkout page for each plan by clicking on “View Checkout Page” under each plan.

Once you embed this link in your website, your customer can subscribe to your plan by giving their personal and card information.

How to change the settings of checkout pages?

  1. Go to the “Settings” section.
  2. Click on “Checkout Page Settings”. You will be redirected to Checkout Page Customizer.

Pabbly Subscriptions-settings

 


Change Password

You can easily change your password

  • Type your old password
  • Enter your new password
  • Re-enter new password.
  • Save it.Pabbly Subscriptions-settings

 


Email Notification

In this section, you can enable or disable email notification for different categories. Moreover, you can customize them by clicking on the edit button.Pabbly Subscriptions-settings



Client Portal

With our Client Portal , you can now offer your customers to monitor their account, edit subscriptions, track transactions, download invoices and many more. You can find more details on our Client Portal here. You can find more details on Client Portal here.