The recurring billing feature on HitPay allows you to set up and manage subscription plans for your customers. This guide provides step-by-step instructions on how to create and manage recurring billing plans.
You have two options for adding customers to your plan:Option 1: Sharing the Plan Link (For Public Plans)
If your plan is public and you want customers to subscribe themselves, share the plan link with them. This link takes customers to the subscription page where they can sign up for the plan. Learn more about subscriptions in this guide.Option 2: Adding Customer Subscriptions (For Manual Management)
If you prefer manually subscribing customers, follow these steps:
Locate and click on the plan.
Select Create Subscription option. For detailed instructions, see this user guide.
To monitor your recurring billing plan’s performance and status, click on the plan; this will redirect you to a page where you can access detailed information about the selected plan, including plan details, revenue insights, customer overview, and individual customer details. This will provide you with valuable insights into the plan’s performance, revenue generation, and customer subscription status.
Elevate your recurring plans page by tailoring it to your unique needs. You can gather specific customer data, define a user-friendly page URL slug, and set up redirection after successful transactions.
Locate and click on the pencil icon to start customizing your page.
Choose the URL slug to make it more memorable and easier to share.
Optionally, set up a redirect URL for transitions after successful transactions.
Choose to collect phone number or address from your customers.
Check the ‘Add Custom Field’ to collect additional information from your customers. Utilize text, long text, radio buttons, dropdowns, or checkboxes to capture diverse information. Make the fields mandatory or optional based on your needs.
Adjust the order that your plans appear on the recurring payment link. This can help you to strategically highlight particular plans or promote special offerings.
Locate your plan.
Click and hold on the plan, then drag it to your preferred position. Your changes are automatically saved.
How to Attach Your HitPay Recurring Plan to Your Website
Integrating your recurring billing plans into your website provides a seamless payment experience for customers. Here’s a step-by-step process to attach your HitPay recurring plan to your website.Step 1: Create a New Plan
Navigate to Recurring Plans > Plans from the left menu.
Click on the Add New Plan button.
Step 2: Fill in Plan Details
Fill in the necessary details on the “Add Plan” page.
Check the Make it public option.
Specify Renewal Cycle (billing intervals).
Specify Times to be Charged (maximum number of deductions for the plan).
Click on the Save Plan button.
Step 3: Customize Plan Settings
Under the Recurring Payment Link section, click on the “Edit” icon.
Enter your website’s URL under the Redirect URL.
Choose whether to include customer address and phone number fields during payment.
Step 4: Copy the Recurring Billing Plan Link
Locate the plan and click on the Share button to copy the link to your clipboard.
Step 5: Paste the Recurring Billing Link on Your Website
Access your website’s membership option where you want to add the recurring plan.
Paste the copied recurring billing link into the desired location.
Step 6: Save and Publish Your Website
Save the changes and publish the updated page to make the HitPay recurring plan link accessible.
Step 7: Test and Verify
Visit your website and navigate to the membership option with the added HitPay recurring plan link.
Verify that the link is displayed correctly and functions as intended.
When a customer attaches a card to a plan, you’ll receive an email notification. Additionally, the subscription’s status on the HitPay dashboard changes from scheduled to active.Upon clicking on the subscription, you can view the customer’s attached card details and the first charge in the Timeline section.
Add notes to the timeline by clicking Add Note.
To see a summary of all charges, including successful, failed, and refunded transactions, check the History Transactions section.
What happens if an attached card associated with an active plan gets declined?
If an attached card associated with a plan gets declined on the scheduled charge date of the plan, the customer is immediately sent an email requesting them to update their card details using the link.At the same time, the merchant is also notified by email about the failed charge.If the customer fails to attach a valid card within 7 days from the failed charge date, the subscription will move to an inactive status.