Before creating subscriptions, you must create a plan in the Control Panel. A plan is a template for your subscriptions: when you create a plan, it will be used to populate information such as amount, currency, and billing cycle when a new subscription is created.

Creating a plan

You can only create plans in the Control Panel. To create a plan:

  1. Log into the Control Panel
  2. Under Recurring Billing, click Plans
  3. Click Create a plan*
  4. Once you've filled out all of the relative information – including choosing the billing date, the number of billing cycles, any add-ons/discounts, or trial periods – click Create

*If you have already created one or more plans, this button will read New

important

If you are adding a trial period to a plan, read the trial period risks and requirements first.

Updating a plan

You can only update a plan in the Control Panel. The billing cycle can't be modified on an existing plan, but you can change all other elements.

  1. Log into the Control Panel
  2. Under Recurring Billing, click Plans
  3. Click Edit next to the desired plan
  4. Once you've updated the necessary information, click Save

If you update the details of a plan, those changes will only apply to new subscriptions – existing subscriptions will not be updated automatically.

important

Merchants operating in the European Union must give customers 7 business days’ notice before changing the price of their recurring billing plan; 7 business days’ notice is also required before billing customers if it has been 6+ months since their last payment. If you don’t operate in the EU, these notices aren't required (but they're still good practice).

Deleting a plan

You can only delete a plan in the Control Panel. A plan can't be deleted if it has any former or current subscriptions associated with it.

  1. Log into the Control Panel
  2. Under Recurring Billing, click Plans
  3. Click Delete next to the desired plan
  4. Confirm that you want to delete the plan

Still have questions?

If you can’t find an answer, contact our Support team.


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