coreFORCE - Memberships: How to manually set up a contact subscription and a recurring payment
This article provides a guide to setting up a contact subscription and linking up a recurring payment. Follow these steps to ensure the recurring payment is properly configured and tied to the customer's account.
Navigate to Contacts > Contacts and locate the contact for whom you want to create a subscription. Under the Member > Subscriptions, click the "+" (plus) icon to add a new subscription row.
Select the appropriate Subscription type, then enter the Start and Expiration dates for the subscription. Then click Save.
Navigate to Payments > Recurring Payments and click Add to create a new recurring payment.
Complete the following fields:
Contact: Select the contact for whom the recurring payment is being created.
Recurring Payment Type: Choose the type of recurring payment.
Order Items: Specify the subscription renewal product, along with the quantity and price.
Start Date: Set the date when the recurring payment begins.
Next Billing Date: Enter the date for the upcoming billing cycle.
Account: Select the account to be used for processing the recurring payment.
Then click Save.
Open the newly created recurring payment, and under the red warning message, "This recurring payment is not linked to a subscription," click "Link to [subscription] started [start date]" to connect it to the subscription. This action will populate the Contact Subscription ID. Finally, click Save to complete the setup.
Go to Contacts > Contacts and find the contact. Under the Member tab, verify that the Subscriptions, Recurring Payment Links, and Subscription Links sections display the correct subscriptions and recurring payments you've set up.
Navigate to Contacts > Contacts and locate the contact for whom you want to create a subscription. Under the Member > Subscriptions, click the "+" (plus) icon to add a new subscription row.
Select the appropriate Subscription type, then enter the Start and Expiration dates for the subscription. Then click Save.
Navigate to Payments > Recurring Payments and click Add to create a new recurring payment.
Complete the following fields:
Contact: Select the contact for whom the recurring payment is being created.
Recurring Payment Type: Choose the type of recurring payment.
Order Items: Specify the subscription renewal product, along with the quantity and price.
Start Date: Set the date when the recurring payment begins.
Next Billing Date: Enter the date for the upcoming billing cycle.
Account: Select the account to be used for processing the recurring payment.
Then click Save.
Open the newly created recurring payment, and under the red warning message, "This recurring payment is not linked to a subscription," click "Link to [subscription] started [start date]" to connect it to the subscription. This action will populate the Contact Subscription ID. Finally, click Save to complete the setup.
Go to Contacts > Contacts and find the contact. Under the Member tab, verify that the Subscriptions, Recurring Payment Links, and Subscription Links sections display the correct subscriptions and recurring payments you've set up.
Updated on: 10/25/2024
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