Step-by-step guide

Subscribe a Customer to a Subscription Plan

Open a plan, choose an existing customer and payment method, and review the recurring terms before adding the subscription.

Purpose

Assign an existing Subscription Plan to an existing customer and payment method.

Before you begin

  • Create the customer first. The Add Subscription page cannot create a new customer.
  • Confirm that the customer has a usable saved payment method, or be prepared to add a card.
  • Confirm the customer authorized the recurring amount, any one-time charge, cadence, and cancellation terms.

Procedure

  1. Open Subscription Plans and select the approved plan. In the right-side quick view, verify the recurring and one-time totals and included products, then select Full details. Step 1: Open the plan details
  2. On the plan’s full details page, select Add subscription in the upper-right area above the customer table. Step 2: Select Add subscription
  3. Search for and select the existing customer. The picker shows the customer’s name and email address. Step 3: Select the customer
  4. Verify the customer’s contact information and choose the authorized saved payment method. Select Add new card when needed. Step 4: Select the payment method
  5. Review the plan summary, including included products, one-time items, recurring fees, cadence, and end condition. This workflow does not currently provide a trial-period field. Step 5: Review cadence and totals
  6. When every required field is complete and Add subscription is enabled, select it once. Step 6: Add the subscription

Confirm the result

Return to the plan’s Customers tab or the customer’s Subscriptions section and verify the new subscription, status, and next billing date.

Troubleshooting

  • The customer is missing: Create the customer from Customers first, then return to this workflow.
  • No payment method is available: Select Add new card or add a payment method from the customer’s full details.
  • Add subscription is disabled: Select a customer and payment method and complete any required shipping information. Demo-mode samples may remain unavailable when the sample is not connected to a billable merchant setup.
  • You expected a trial option: The current plan-based Add Subscription page has no trial-period control. Configure the actual cadence shown on the page.