TABLE OF CONTENTS

• Create a subscription
  • Create a Product
  • Add a currency to the created Product
  • Create a Trial
  • Retry payment logic
• Search & Filter
• Columns
• Export search Result

Create a subscription

Kindly note, you will not be able to edit product properties after the 1st subscription payment. However, you can create multiple products and switch customers between them. 

Create a Product

To start working with Solid Subscription Services, you need to create a Product in our admin panel->subscription tab with the following parameters:

Price (cents);  Currency;  Billing Period;  Amount of Billing Period;  Action after the last billing. Expired Subscription (optional)

* The maximum length of the Public product description is 100 symbols for both PayPal and card payments. Please take this into consideration while creating/editing the product.

Add a currency to the created Product

In the created Product, there is also a possibility to make it multi-currency. This aspect will make it possible to add additional currencies for defined locations.  To add this feature to the required Product, you must open its details by clicking on it.   On the Product Details page, there is the "Add Currency" button. By clicking on it, the options menu will be opened.

While adding the currency, there is an opportunity to choose: Currency (there are presented all options which are connected to your account). Location (there is a possibility to choose more than one option. For instance while choosing the currency "euro", you are able to choose all Euro area member countries).

After adding the newly created option, it will be displayed in the list "PRODUCT CURRENCIES AND LOCATIONS"In this list, there is also a possibility to edit the already added currency options or delete them.

To use Multicurrency, you need to set the currencies and amounts for the needed countries.
From the tech side, you need to add the product_id, currency, and geo_country fields to the paymentIntent.
Both the currency and the geo_country need to be added due to the fact that there can be few settings for the one Location
In case you send the parameters which are not specified in the product settings, the default price will be used.

Create a Trial

Now, when we have the product ready, you can set up product Trial parameters: 

Charge: we will charge a customer with a subscription trial cost. 
Auth + Void: we will authorise and then void (same day) the transaction, so that we will get the needed card token from the action yet keep the trial subsription cost-free. 
Charge + Refund: we will charge a customer with a subscription trial cost and refund it after (up to few days).

Expired Subscription (optional)

You can use this parameter in case you would like the subscription to be cancelled after a certain period of time. After you activate the button Expired Subscription you should choose the Expired term length. This number will determine the amount of billing periods that the subscription will be active for. For example: 

In this case the subscription will be cancelled after 3 month, as the billing period is one month and the Expired term length is 3.

Retry payment logic

You can choose default payments to retry logic to increase the success rate of recurrent payments. Retry will act when we receive a decline for recurrent payment. The goal here is to find a point in time when a customer has enough funds to perform a successful payment. Therefore it is a good practice to set up a few Retry iterations for one product.

If you want to try your custom retry strategy, contact us by clicking on a headset sign in the top right corner or via email: support@solidgate.com

Search & Filter

- You can search by Product ID;

- You can filter by Status, and Trial.

Columns

You can choose up to 13 columns for your search results:

Export search Result

Feel free to export your search results in the following formats:

- xls

- xlsx

- csv