Subscriptions

Handle recurrence and customize charge dates, up-sell your products from one plan to another with just one click and many more features that will play a key role in your business growth.

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New Rebill Plans

These guides cover the legacy version of Rebill Subscriptions, along with its old structure and workflows for handling recurring payments. If you're using the latest version, click here to learn more about its structure and how it relates to new Products and Payment Links. Bear in mind that the legacy version will be available on your dashboard until April 1, 2024.

Subscriptions are allowed by the tokenization of your customers' cards and payment methods. Rebill handles this so you can focus on what's really important.

You have the flexibility to employ two primary forms of recurring payment structures:

  • Cyclic: This option allows customers to make multiple payments over a specified period, making it an ideal choice for offering installment plans to your clients, even without the need for traditional bank financing.
  • Recurring: Products or services whose payment is recurring, so the debit is made – as often as you want – until the customer cancels the subscription (for example: in a monthly subscription, the payment is debited every month, but it can also be quarterly, annual, etc).

Subscription features

Free Trial: Grant customers the opportunity to explore your product or service with a complimentary trial period.

One-click Upsell: Upgrade your customer's subscription plans with just one click, whenever you want.

Flexible Pricing Options: You have the option to unlink the subscription from the plan and provide a differentiated rate.

Coupons: Enable customers to enjoy discounts on their purchases through the use of coupon codes.

Regionalized Pricing: Provide tailored subscription plans, available on a monthly or annual basis, with variations based on specific countries and their respective currencies.


How to create a subscription?

Follow these steps to create a new subscription product:

In the “products” section, click on “create product” and then choose a name and a description (what your customers will see at checkout to identify that product or service).

Click on “detail” and create a price for your product (“create price” button). You can create all the prices you need, even in multiple currencies.

Then, in the price type, select "recurrent".

Set the frequency with which automatic debits will be made. For example: if you want it to be monthly, select "months" and enter the number 1 in "billing period."

4250

Setting a monthly subscription product.


Subscription features

  • Free Trial: Grant customers the opportunity to explore your product or service with a complimentary trial period.
  • One-click Upsell: Upgrade your customer's subscription plans with just one click, whenever you want.
  • Flexible Pricing Options: You have the option to unlink the subscription from the plan and provide a differentiated rate.
  • Coupons: Enable customers to enjoy discounts on their purchases through the use of coupon codes.
  • Regionalized Pricing: Provide tailored subscription plans, available on a monthly or annual basis, with variations based on specific countries and their respective currencies.

Subscription statuses and Functionalities

Rebill allows you to change the status of your subscriptions at any time. However, for better management, it's essential to understand the different states you can assign, their meanings, and the features they enable or disable for a subscription.

Active: The subscription will be automatically and recurrently charged.

ActionAvailable
Manually process paymentsYes
Request card changeYes
Edit amount, status, default card and next billing dateYes

Paused: The subscription won't automatically charge the customer's payment method, and manual charges or card changes are not permitted. However, the subscription can be reactivated at any time.

ActionAvailable
Manually process paymentsNo
Request card changeNo
Edit amount, status, default card and next billing dateYes

Cancelled: The subscription no longer incurs automatic charges, and manual charges or card changes are not possible. Once canceled, a subscription cannot be reactivated.

ActionAvailable
Manually process paymentsNo
Request card changeNo
Edit amount, status, default card and next billing dateNo

💡 You can create new subscriptions for customers who cancelled a previous subscription without requiring payment details again. Follow the instructions in this article.

Subscription Status Based on Payment Behavior

Retrying: This is the status the subscription assumes when a recurring payment is rejected. A recovery strategy includes 6 retry attempts over the next 6 days. If unsuccessful, the subscription moves to a 'defaulted' state.

ActionAvailable
Manually process paymentsNo
Request card changeYes
Edit amount, status, default card and next billing dateYes

💡 To re-activate subscriptions in 'Retrying' state, change the status to 'Paused' and then back to 'Active'. You'll need to set the subscription's next charge date.

Defaulted: After 6 automatic retries following a rejected recurring payment, the subscription assumes this state and no further collection attempts are made.

ActionAvailable
Manually process paymentsYes
Request card changeYes
Edit amount, status, default card and next billing dateYes

💡 You can search for subscriptions in this state using filters. Also, you can execute payments manually from the subscription details.

Finished: This status is relevant to subscriptions that end after a set number of charges. After completing the defined number of charges, the subscription transitions to the ‘finished’ status automatically.

ActionAvailable
Manually process paymentsNo
Request card changeNo
Edit amount, status, default card and next billing dateNo

How to change the status of a subscription

In order to change the status of a subscription, you can follow these simple steps:

  1. Click on Subscriptions on the top navigation bar.
  2. Access the subscription's details. For doing this, you can either click on the subscription's title or on the dropdown menu located at the right of the subscription's row.
  3. Click on actions > edit.
  4. Select the state you want to set for the subscription.