Subscription Management

Introduction:

In order to help you grow your business with the benefits of recurring monthly and yearly revenue, CheckIn offers subscription management capabilities to help you keep track of customer subscriptions

This built in subscription management feature will assist you with the following:

• Designate any product or service as a subscription product

• Setup automated email renewal reminders & quotes

• Automatically email customer invoices (Can auto attached serial #’s to subscription products )

• Automatically bill for those subscriptions (using CheckIn’s integrated processing) with payments being automatically applied and posted to invoice.

• Dashboard to view monthly & yearly projections

• Easily manage subscriptions and quickly resolve payment issues

To access the subscription window go to the More menu and and click the button called Subscriptions and this will bring you to the main Dashboard view.

Setup

(For US customers) - PayLink setup with your existing Paygistix credit card integration is necessary for billing in our CheckIn subscription management tool and does two things:

• it automates charges

• it sends a payment link for failed charges

1

The first step in this process is to setup each of your desired subscription messages for renewal and billing reminder messages. To do this, go to the Setup tab and and click the + button in the section called Subscription Messages. Give your message a Subject and a Message. (You can use the provided variable key to customize your message.) And of course Activate it in order to use it.

2

The Next step is to Define Subscription Types in the section of the same title. The types of subscriptions you name here will be added to the subscription section of the product card as you create each new subscription product or service.

3

Now you have to setup your Subscription Products for each of your desired subscription service or products within CheckIn.

There are two way to do this. You can click the + button in the Subscription Products section of the setup tab in the Subscription Management window or if you have an existing product or service product card you can open each product card and go the Subscriptions tab. First step is to activate the product or service as a subscription by checking off the Is This a Subscription Product box. Then chose the Subscription Term and then select the Reminder & Invoice Messages you want to use for those automated emails.

4

Chose your Reminder Method and Billing Method from the drop down lists.

★ For Billing Method Auto, the invoice will be automatically created and billed. If you choose Send Invoice - an invoice will just go out but won’t be auto billed.

★ If you are selling a product like Malwarebytes or something that requires a customer to have a key code you want to first check off Track Serial Numbers for that product then check off the Auto Issue Serial Numbers check box in order for the auto invoice of this subscription to include a serial number.

★ The option called Always create a new Subscription if customer already has a subscription for existing product is just that. It will create a new subscription for a customer if they already have one instead of add the subscription to their existing one.

5

To setup up auto billing, you must obtain a Paylink/Paygistix API Token for each store you have. To obtain a token, you first have to create a Paylink account with a user name and password which is provided by Fortis (aka Payment Logistics)

To set the token. Go to Admin > Company Info and click on the Paylink icon and then click on “Get Paylink Api Token“ button.

Features Explained:

 If a customer has a subscription you will see this icon on any SRO, Quote, Order or Invoice this customers name appears on. You can click on this icon in order to see the active subscriptions this customer has.