This article will show how you can set up a subscription directly from your Stora Backoffice. This is handy if you get a walk-in and the customer wants to book storage with you there and then.
Before creating subscriptions we recommend checking that you have updated these Stripe settings including your invoice template and added a tax rate, if applicable.
Create a Subscription
Navigate to subscriptions, and use the Create a Subscription option.
1) Select the customer from the drop down option, or create a new one. You can also select a 'source of booking' if desired.
2) Choose the applicable payment method:
Credit/Debit card - Card details will be required on the next screen. (If an existing customer, details will be stored and shown here)
Direct Debit - Bank account details will be required on the next screen. (If an existing customer, details will be stored and shown here)
Manual (Bank Transfer/Other/Cash) - This will invoice the customer and required manual confirmation of payment.
3) Select the applicable site and billing period.
4) Choose the appropriate values for:
Unit type
Unit type price (custom pricing can also be set)
Move in/Renewal date - This is the first payment date
Insurance/Protection cover level
Discount if applicable
Order number - Purchase order number field which will appear on invoices
Click to accept terms - These relate to the terms shown on the storefront
5) If you are using the contracts feature, you can choose whether or not to send the contract per customer.
6) Choose which emails to send:
7) Check the price summary is correct and hit 'Create subscription'. You'll then be prompted to enter the payment information;
For card subscriptions you'll need to enter the card details.
For Direct debit subscriptions you'll need to enter the bank account details.
For manual type subscriptions the subscription will be created at this stage.
8) Once the subscription has been created don't forget to allocate a unit to your new subscription before the customers move in date.
9) If ID checks are enabled, and you do not wish the customer to complete an ID check you can Skip all using the link on the home screen on on each individual subscription.
Add another unit type to be charged
You can add additional unit types to a subscription and allocate multiple units.
Change subscription price
You can change the subscription price but using the 'Edit unit type's button and entering a custom price.
Contracts
You can void and reissue contracts as required.