<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Dive into the Passes Explainer to learn more about Passes, this explainer focuses specifically on Subscriptions.
</aside>
<aside>
This video covers creating and managing recurring memberships, billing settings, and subscription lifecycle tools.
🔊 This video has sound.
</aside>
🔊sound on please
BETA manages subscription lifecycles internally, handling all billing intervals, pauses, and cancellations directly within the platform.
This means that any changes to a subscription’s lifecycle, such as pausing or resuming, will be configured directly through BETA, while payments themselves continue processing through the chosen integrated provider. This approach helps ensure consistency across different payment providers.
<aside> Subscription A subscription is a recurring Pass Price that is automatically billed, at regular intervals, to a customer to receive a product e.g. a monthly membership.
Subscriptions reissue the entries attached to the price at every set interval, after a payment is successfully processed.
Prices in subscriptions MUST be recurring prices, be it Pass Prices, or Recurring Prices.
</aside>
Recurring Extra A Recurring Price is a convenient way for members to pay for Recurring Pass Price, Recurring Extras, or subscriptions.
It automatically deducts funds from a debit or credit card, ensuring payments are made on time without needing manual action. Unlike direct debits, where bank details are used, recurring payments use credit card details for authorization.
Any recurring prices in a transaction will be turned into subscriptions, grouped by their recurrence period. For example, when purchasing a three-month recurring pass and two one-month recurring passes in a single transaction, two subscriptions will be set up: one with the two one-month prices and one with the three-month price.
Recurring Extras are available on Enterprise and above.
There are three types of balance adjustments you can make. Each serves a specific purpose for managing customer invoices effectively.
› Apply Credit Balance Negative values are treated as a credit, meaning a reduction in the subscription amount owed by the customer. This credit can be applied to the customer’s next subscription invoice to reduce the total amount due.
eg: Credit of $50.00 to a $100.00 subscription
⇒ next Invoice is $100.00 - $50.00 = $50.00
› Apply Voucher Credit Balance Negative values are treated as a credit derived from a voucher/gift card. This allows you to reduce the customer’s subscription balance by applying the voucher value directly. Once applied, the voucher’s value is consumed.
eg: Apply Voucher Credit of $50.00 to a $100.00 subscription
⇒ next Invoice is $100.00 + $50.00 = $50.00 will be billed via their payment method, and $50.00 will be consumed.
› Apply Debit Balance Positive values are treated as a debit, meaning an increase in the subscription amount owed by the customer. This adjustment adds to the customer’s next subscription invoice.
eg: Debit $10.00 to a $100.00 subscription
⇒ next Invoice is $100.00 + $10.00 = $110.00
<aside>
Note: If the credit, voucher credit, or debit you apply is greater than the upcoming invoice amount, the remaining balance will automatically carry forward.
The adjustment will continue to apply to each new billing cycle until the subscription balance reaches $0.00.
</aside>