Create Subscriptions using Dashboard

Watch this GIF to see how to create a subscription from Subscriptions dashboard.

The table below explains the parameters that are required when creating a subscription.

Parameters	Description
Customer Details	Customer details such as customer name, email, and phone number.
Subscription ID	The ID through which the subscription is identified.
Select Plan	Select an existing plan or create a subscription without a plan.
Subscription Type	Select the Subscription Type - Periodic or On-Demand.
Plan Name	Provide the plan name if you are not selecting an existing plan. The plan name will be visible to the customer during the checkout.
Maximum Amount	The maximum amount you can charge your customer for this subscription.
Recurring Amount	If the Subscription type is periodic, specify the recurring amount you want to charge your customer as per the agreed payment schedule.
Charge Customer Once Every	The time interval in which you want to charge your customer.
Max. No. of Debits	The maximum number of times you want to charge your customer for this subscription.
First Charge Date	The date on which your customer will be charged for the first time for this subscription. Applicable only for periodic subscriptions.
Subscription Ends	The date on which this subscription ends. It can end on a particular date or will remain active until you or your customer cancels it.
Expiry Date	The last date the customer will be charged for this subscription.
Return URL	The URL to which your customers will be redirected once the subscription is authorized.

To create a new subscription from the dashboard,

Go to Subscriptions Dashboard > All Subscriptions > Create Subscription.

Enter the Name, Email, and Mobile Number of your customer.
Enter a unique Subscription ID. Select the Send Email and SMS notifications to the customer if you wish to send alerts and click Next.

In the Select Plan field, you can select an existing plan or create a subscription without a plan. To create subscriptions when you do not have a plan, select Create Subscription Without Plan.
Select the Subscription Type and the Plan Name for the subscription. Enter the Maximum Amount and the Recurring Amount.
Specify the time interval in which you want to charge the customer in the Charge Customer Once Every field.

Configure the Max. No. Of Debits field, First Charge Date, Subscription End Date, and any Immediate Charges.
Mention the Return URL and click Create Subscription.

View All Subscriptions

You have created a subscription successfully. You can view the subscription from the All Subscriptions home page. Your customers should authorise the subscription for you to start collecting the payments. The subscriptions will be in the Initialized state when you first create them and move to the Success state after the customer authorises it. Click here for more information on Subscription statuses.

View Subscription Details

To view more details of a subscription click on any row. You can view all the transactions associated with the Subscriptions from the Payment Requests & Transactions section.

There are various actions you can perform on a subscription. Click here to read more on how to manage subscriptions.

Create Batch Subscriptions

Create subscriptions in batch when you want to create a large number of subscriptions without an API integration. Add all the required details required as mentioned in the sample file and click UPLOAD. The subscriptions created will be in the Initialized state.

Once the subscriptions are created, download the file to check the file status. The file also contains the checkout link that you can share with your customers.

To create subscriptions in bulk,

Go to Subscriptions Dashboard > Batch Subscriptions. Click UPLOAD FILE.

Check the file formats supported by clicking either of the sample files. Once you are done choosing the required files, click UPLOAD.

You can view the status of the uploaded file from the Uploaded Bulk Create Subscription File page. When the file is processed, the status is updated to COMPLETED.

Create Subscriptions via APIs

You can create Subscriptions via APIs. Click here to know more.