The Subscription Orders | Recurring Orders page
- Susanna Romanelli (Unlicensed)
What is a Subscription Sale?
A Subscription Sale is a way to sell products and services via regular, recurring payment.
What do subscription orders look like on the CRM order page?
On the order page, multiple sections are available, displaying details of specific order information. For instance, the Product details, the Shipping History, the Payment History, etc.
For more details about all features available on the Order Page, please check the helpdesk article: The Order Page.
Order Information
In the Order Information area, at the top of the Order Page, on the Order Type field is stated that Recurring Order for subscription one (see below example):
Product & Shipping History
In the Product & Shipping History, there is the Stop Continuity Charges button, with which the user can stop the subscription, or else after the current order, the customer will not receive the product anymore
and to resume the subscription, once it has been set up on hold, then the user should click on the Start Continuity Charges button
Sales Workflow
In the Sale Workflow section, users are able to check the status of each step of the subscriptions
and the section marked with an R, which status is Waiting, this is the next subscription that is going to be triggered on the scheduled date
and by clicking on the right-side button, users are provided with a few additional options
Cancel
Reschedule
Adjust Amount
Force Bill (see below images)
The Subscription Cycle
Once the subscription is due, the system will automatically create a new order (see below an example of monthly orders of the same customer)
The new order will go through all order statuses (i.e. New, Paid, Shipping, Shipped, and Delivered) until the product is delivered to the customer and the subscription processing will start again once the subscription is due.