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
• Checkout Page
• Affiliate

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.

3. Fill the product details.

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.

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 –

• 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.

4. Finally, Click On The “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.

Checkout Page –

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

• Plan Clone: There is a feature of plan cloning also. In case if you want to make many plans with some minor changes, then you do not need to always add a new plan. Just click on the plan cloning icon and the details will be automatically filled in the plan creation form.
  

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Plan Quantity: A small quantity box is given in the purchase details section of the check out page. By this option, your customer can increase the quantity of the subscription.

When the customer increase the quantity plan amount will be automatically multiplied with the added number in the box. This quantity is displayed in the invoices and in the subscription overview and in the Invoices sent to the customer.

Further, if you are not willing to give this option to your customer then you can simply remove it. Just go the checkout page settings and you will find the option to switch off the quantity field from the ‘Order Information’ section.

4. Customer:

Customers can be added in two ways.

• Add Customers Automatically

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

• Add Customers Manually

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”.

3. Now fill the customer details.

4. 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.

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

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.

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

5. Subscriptions:

When a customer complete’s the purchase of any of your plan then the details are added in this section. Subscriptions can be added in two ways –

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

Switch To Live (Undo cancellation )

Pabbly Subscription introduces a new feature of “Switch To Live” subscriptions to the customers. This feature allow you to revert any scheduled cancellation into a live one. As you know, Pabbly Subscription allows you to cancel the subscription of any customer in two ways – Cancel Immediately – Subscription will be Cancelled immediately and the customer will not be able to use the service from the moment its Cancelled. The billing of the customer will also be cancelled from the payment gateway and the payment will not be deducted anymore. Cancel on Next Renewal – Customer can use the service till the end of the current term and the subscription will be cancelled on next billing date.

So the switch To Live action will work for the Cancel On Next Renewal option. When merchant cancel the subscription of with next renewal action then it will be shown in the subscription table like this –

(In this case, the subscription of that customer will be assigned with ‘Non-Renewing’ status.) But if the customer changes their mind wish to continue their account then you can use the ‘Switch To Live’ option and make their subscription Live again.

How To Convert Any Non-Renewal Subscriptions Into Live?

Follow these steps to make a non-renewing subscription into a live one – In the above screenshot, you can see that the subscription of the customer is showing Non-Renewing. So now, click on customer’s email address -> then click on more option -> Select “Switch to live” option from the drop down.

Once you select this option, the notification for successfully changing the non-renewing subscription into Live will show like this –

Now, go back to Subscriptions and here you’ll see that the subscription status of that customer goes to live.

6. Invoice:

Invoices are generated by the system and automatically sent to the customer on every transaction. To view the generated invoices of customers. Follow the steps below –

Invoices are generated by the system and automatically sent to the customer on every transaction. 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.

Here is the created invoice looks like –

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 that 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)

First, you can filter your application reports on the basis of days, weeks and months. Suppose you have filtered your reports for last 30 days. Then the different blocks wil show the particular details

• Subscriptions – It will show the total number subscription in the last 30 days.
• Active Subscriptions – This shows the details of active subscription. It does not include the canceled or unpaid customer
• New Customers – The details of all the new customers added in the last 30 days.
• Active Customers – Shows the details of all the customer who are assigned with any live subscription plan.
• Net Revenue – Shows the stats of the net revenue generated in the last 30 days
• Monthly Recurring Revenue – Stats of the upcoming payments.
• All-Transactions – Shows the stats of all transaction either it is failed or success.

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

Change Password

You can easily change your password

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

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.

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.

Webhook

This feature is majorly used for the integration process. You can collect data in the form of HTTP post for differents directly in your third-party application. You just need to create a path in the webhook URL and add it in you Pabbly Subscriptions account and select the events of which you want to collect the data.

Tax

The automatic working tax module of the Pabbly Subscriptions can be used by the merchant to collect additional taxes from customers. The tax management system of Pabbly Subscriptions works on the basis of country and state rules. You can set up the tax percentage according to your country and state rules. Further, there is an option for a Tax Id collection and reversal charge.

9. Multi Plan Checkout Pages –

By this feature of Pabbly Subscription, you can make a single checkout page which will have multiple plans. Your customer can choose any of the plans and then complete the checkout. This feature of Paably Subscriptions is also known as Multi-plan checkout page feature. To know more about this please check the Documentation.