Your Pin Payments dashboard allows you to charge your customers on a recurring basis. This is useful for regular delivery services, software subscriptions, and many other types of business. You can create multiple plans depending on your requirements. Some businesses create a plan for different products or services such as gold membership or silver membership.
The first step is to create a plan for your customers to subscribe to.
Log in to your Pin Payments dashboard, and visit the recurring section. This section lists all the recurring payment plans you have created. To create your first plan click the “New Plan” button.
Give your plan a meaningful, recognisable name. This name will be shown to your customers when they subscribe to your plan, and whenever their subscription renews.
Enter the recurring plan fee, and the currency. This currency is used for any additional fees associated with this plan, such as setup and trial fees.
Choose the billing schedule by specifying a number and interval (day, week, month, or year). This allows you to specify common recurring billing cycles — like fortnightly, or monthly plans — or more custom schedules.
By clicking the “Show Advanced Options” button, you can customise your plan further.
A setup fee allows you to add a once–off fee when a customer subscribes. This setup fee is added to the regular plan fee on the customer’s first bill. If there is a trial period, the setup fee is charged after the customer’s trial has ended.
Optionally set a fixed number of renewals for the plan, after which, subscriptions will expire. This is useful for fixed-term subscription contracts (e.g. 24 month subscription cycles), or for fixed term payment instalment plans.
Optionally include a trial period at the start of a subscription. When a customer subscribes to a plan with a trial, they do not pay the regular subscription fee (or setup fee, if set) until the end of the trial.
If a trial period applies, a trial fee can also be set. This fee is charged to the customer at the start of the trial. At the end of a trial, the customer is subscribed to the plan and billed, unless the subscription is cancelled before the end of the trial.
When a customer is charged for a subscription renewal payment, an email is sent notifying them of the charge to their card and a summary of their subscription.
By default, this email includes a link for the customer to manage and cancel their subscription. There may be scenarios where it makes sense to disable this option, such as where the customer is paying in instalments for a product or service they already have received.
To subscribe a customer to the plan, visit the customers section of your dashboard. If you do not have any customers on file, you can click the “New Customer” button to securely store a customer’s billing information, for future charges and subscriptions.
Once you have a customer in your dashboard ready to be subscribed to your plan, click on that customer to view their full details, including any subscriptions they have.
To subscribe the customer to your plan, click the “+ Add Subscription” button.
You will see a list of all the plans you have created. In this example, we will select the new plan we created earlier in this guide. With the desired plan selected, click the “Subscribe customer” button.
The customer will be subscribed to the plan, and will receive a confirmation email. Unless the plan includes a free trial, the customer will be billed immediately.
The customer’s subscription details will then be displayed. This details screen shows a full billing history and status for the current customer’s subscription.
Customers can also subscribe themselves to your plans using our hosted subscription page. A link to subscribe to the plan can be included on your website, sent via email, or otherwise shared.
To view the link for a hosted subscription page, visit the plans section, and click on the relevant plan.
You can share this link with your customers, or link to it from your website. Customers who follow this link can securely enter their billing details and subscribe themselves to your plan:
Once the customer fills in their billing details and clicks subscribe, their subscription will be created.
You will receive a copy of the subscription confirmation email sent to the customer, and a corresponding webhook event will also be created.