Creating a Follow-On Subscription from an Existing Transaction

Create a subscription using payment data from a previous transaction. This method eliminates the need to create a new customer token or search for an existing one.
You can use an existing plan that is
ACTIVE
 status or use a one-time plan to set up the subscription.
You can add a differential fee to a subscription using the surcharge amount and surcharge description fields when you create a subscription. You add the surcharge amount to the billing amount when you process the recurring payment.
IMPORTANT
Before including a surcharge in your subscription, refer to your local regulations for compliance on surcharging customers, and confirm that your processor supports surcharges.
  2. On the left navigation panel, click
    Transaction Management
    .
  3. Click
    Transactions
    . The Transactions List page appears.
  4. Search for a successful transaction from the past using filters.
  5. Click the request ID of a transaction from which you want to create a subscription. The Transaction Details page appears.
  6. Click
    Actions
     in the top right corner and select
    Create Subscription
    . The Create Subscription page appears.
    IMPORTANT
    The
    Action
     button appears only when the transaction is successful.
  7. The system populates the customer, payments, and shipping address details with the transaction data.
  8. Scroll down to
    Subscription Details
    .
  9. Under
    Subscription Details
    , enter this information:
    • Subscription name
    • Start date (payment processing time starts at 2:00 a.m. in your time zone)
    • Subscription code (generated by the default Recurring Billing service or assigned by the merchant)
  10. Choose a subscription billing plan. You can choose an existing active plan or create a new one-time plan.
  11. Click
    Apply
    .
  12. If you selected a new one-time plan, you must complete these billing details:
    • Currency
    • Billing amount
    • Billing frequency. Choose one of the predefined options or click
      Custom
       to create your own. Enter the billing period length (number) and billing period unit. The interval between subscription payments cannot exceed 12 months.
    • Billing cycle options (a bill indefinitely subscription continues without a defined end date until it is manually cancelled by the merchant).
    • Number of billing cycles (enter a number in the billing cycles field).
  13. (Optional) Enter a set-up fee, which is an amount that is added to the first payment.
  14. (Optional) Enter a differential fee:
    • Enter the surcharge amount. Click
      Calculate
       to automatically calculate an amount.
    • Enter the surcharge description.
  15. Click
    Create Now
    . The Subscription Details page appears.