This is an old revision of the document!
Subscriptions are useful for merchants who are required to perform regular and recurring payments. This feature allows merchants to set up automatic payments for a set date, regular intervals, for a specific period of time, without manual intervention, or even manual payments plans, if needed.
The subscription feature is formed by two main elements:
The Subscription and Stored Subscription features are located under the “Customers” tab in the %SelfCare system.
%subscription_page
Also:
In order to be able to set up a subscription, it is necessary to set up a Secure Card and a Stored Subscription first.
%stored_subscription
You can search for stored subscriptions by Merchant Reference number.
Before you will be able to create a new subscription, you need to save a subscription template in the Stored Subscriptions section:
Once you make sure that all the details are correct, click on the “Create” button below. Then the template will be saved in the “Stored Subscriptions” list, and you will be able to use it to set up a subscription.
%stored2_subscription
If you would like to set up a a new subscription, go to “Subscriptions” in the drop down menu.
All the previously registered subscriptions are listed in this section, and you can view their details. You can also search for subscriptions by “Merchant reference” or by other criteria in the Advanced filter.
In order to be able to create a new subscription, you need to save a subscription template in the Stored Subscriptions section first.
Then click on the “Create Subscription” button. Fill in the details and make sure that you complete all the fields:
An error message will appear if there are any incomplete details, as can be seen on the images below.
Once all the details have been entered, click on the “Create” button in the bottom right corner to save the subscription details, for future use. You can view the details of your new subscription in the list of all subscriptions under “Subscriptions” menu, under “Customers” tab.
%subscription_creation
%subscription2_creation
Please see below the example of a common Error message occurring during a new subscription creation process, due to incomplete details entered:
“There are errors in your form. Please review and retry”.
%subscription3_creation
If you would like to edit a previously created subscription, click on the “Edit” link next to the subscription details.
%subscription_edit_image
Please note that it's not possible to amend the Merchant Ref and Stored Subscription.
You can choose a different Secure Card from the list of registered secure cards.
You can also amend:
%subscription2_edit_image
Once you make sure that all the amended details are correct, and that you wish to save the new subscription with the changes, click on the “Update” button in the bottom right corner.
Alternatively, if you do not wish to proceed with the changes, click on the “Cancel” button.
%subscription3_edit_image
Then you will return to the “Subscriptions” list:
%subscription4_edit_image
If you would like to delete a previously saved subscription, click on the “Delete” link, next to the chosen subscription's details. A message will appear, asking you to confirm that you really want to delete this subscription. You should click OK to proceed.
%subscription5_edit_image
Status Meaning