Manually Create a Subscription
Joshua Kye avatar
Written by Joshua Kye
Updated over a week ago

Subscriptions are usually created automatically. That is, when a customer purchases a product with a subscription option in your store.

There is also a manual method of creating a subscription, which can be done in Subscriptions > Create Subscription (in the upper right) in your Appstle dashboard. This is how merchants can create subscriptions on behalf of their customers.

IMPORTANT: In order for this method to work, customers MUST have payment options stored within Shopify.

This section is divided into 5 parts:

1. Selling Plan

This is where you can define the parameters for the subscription plan you wish to provide your customer. You can choose the selling plan (any of the subscription plans you have already set in Appstle), the plan type (pay as you go, prepaid one-time, or prepaid auto renew) the next order date (for subsequent fulfillments), the billing frequency, and the delivery period.

Note: Billing Frequency and Delivery Period are tied together. The interval of time for the latter will automatically be tied to what is selected for the former (ex: Selecting "Weeks" for billing will result in "Weeks" for delivery as well).

Just below that is the advanced options section, which you can click on to reveal 4 additional fields.

The plan name and description are self-explanatory; choose a name and wording for the description that best describes the subscription plan you are creating for the customer (ex: how often the subscription renews, what products are in the subscription plan, etc.). You can even choose to leave them blank if you'd like.

Minimum number of orders is how many billing cycles a customer has to commit to their subscription before they are able to cancel it or change anything within it.

Maximum number of orders is how many billing cycles need to pass before a subscription is automatically canceled. This would be used if the subscription you are creating is meant to go on for a set period of time, rather than indefinitely.

2. Subscription Currency

Simply choose the currency that the subscription plan, and by extension, your store, will run on. The example store here is US-based, so the currency is set as USD.

3. Products

Click Add Products to bring up a pop-up menu similar to the ones you'll see when creating subscription plans.

Simply use the checkboxes to the left of each product to select the products you would like to add to this customer's order.

4. Customer Details

The third section is Customer Details. If the customer you are looking to make a subscription for already has their information stored within Shopify, click "Choose Customer” in the upper-right to search for the customer’s name.

The customer ID and email ID fields should automatically fill out after selecting a customer name.

You can then select 1 of 3 statuses you wish for their subscription to be listed in Status, which are Active, Paused, and Cancelled.

Last is the Payment Method ID, which is by far the most important part of this section. This dropdown menu will show what payment methods are associated with this customer (in their Shopify customer profile).

As a reminder, the customer must have a payment method associated with their Shopify customer profile, or this dropdown will not be populated. The Shopify customer profile will only exist in Shopify if the customer is an existing subscriber, or their payment method information has been migrated over from another platform.

5. Shipping Details

This where you can enter your customer’s delivery information. Enter details such as their name, phone number, and their shipping details, address, city, zip code, country code, etc.

If you wish to charge your customer for shipping as well, enter the amount in the last field of this section here. If you do not, simply put "0" into this field (required field).

When you have filled out all of the necessary information, click Save on the upper right-hand corner of the page to create your subscription.

And you're done!

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