Recurring Payments on FluidPay

Note: you must create customers with payment methods in the Customer Vault before you can use recurring billing. To do so, see Customer Management on FluidPay.

Creating Plans and Subscriptions:

1. Log in to FluidPay.

2. Select Recurring Billing in the left panel menu.

3. Select Plans. 
4. Click Create a new Plan. 
5. Enter a name for the plan. 
6. Enter the amount of the plan.
7. Select the frequency settings as needed. 
8. Click Create at the bottom. 
9. Once the plan is created, you will need to select a customer in the customer vault, add a subscription.
10. Once you have the Customer pulled up, click the 3 dots to the left of the payment information. 
11. Click Edit. 
12. Scroll down and select Subscriptions. 
13. Click Create New Subscription. 
14. Select the Plan you added in the Select Plan dropdown menu. 
15. Once you do this, it will auto-populate the data you put in the Plan you created. You can edit these fields if needed for specific customers. 
16. Once complete, scroll to the bottom and select Save Subscription.

Updating Plans:

1. Log in to FluidPay.

2. Select Recurring Billing in the left panel menu.

3. Select Plans.
4. Click the 3 dots to the left of the Plan needing to be updated. 
5. Click Edit.
6. Make the necessary changes. 
7. Click Update at the bottom. 

Updating Subscriptions:

1. Log in to FluidPay.

2. Select Recurring Billing in the left panel menu.

3. Select Subscriptions. 
4. Click the 3 dots to the left of the Subscription needing to be updated. 
5. Click View Subscription.
6. Make the necessary changes. 
7. Click Update Subscription at the bottom. 

Deleting Plans and Subscriptions: 

1. Log in to FluidPay.

2. Select Recurring Billing in the left panel menu.

3. Select Plans or Subscriptions. 
4. Click the 3 dots to the left of the Plan or Subscription needing to be updated. 
5. Click Delete Plan or Delete Subscription. 
6. Click Delete Plan or Delete Subscription again to confirm.