Create subscription
Definition
Key details
Creation methods
A customizable buying experience for customers that handles account creation, subscription setup, and billing details automatically.
A dedicated checkout page per plan — Recurly creates the customer account and subscription on successful purchase.
Create subscriptions manually against a new or existing customer account from the Admin UI.
Integrate subscription creation directly into your product using Recurly's API — supports combining subscriptions, one-time charges, and other components into a single invoice.
Create a subscription in the Admin UI


Subscription details

| Field | Description |
| Plan | The subscription model the customer is purchasing. Required — determines the features and services the subscriber can access. |
| Currency | The currency in which the customer is billed. Required for businesses operating across regions. |
| Price per billing period | The amount charged each cycle. Can be set per subscription or auto-populated from the plan configuration. |
| Quantity | The number of units — users, licenses, or any other measurable metric — the subscriber is purchasing. |
| Description, billing period, setup fee, trial length | Auto-populated from the plan's default settings. Shows the billing frequency, any initial fees, and trial period details. |
Add-ons

Add supplementary features, tools, or extended capacity to the core plan subscription.
Timing

| Field | Description |
| Start subscription | Begin immediately, set a future date, or backdate up to ten years in the past to align with contract dates. |
| Subscription term | The length of the initial subscription in billing periods — for example, 12 monthly periods equals a one-year term. |
| At end of subscription term | Choose whether the subscription automatically renews or expires at the end of the initial term. |
| Renewal subscription term | If auto-renewing, specify the length of each renewal term in billing periods. |
Shipping
For subscriptions that include physical delivery, check Include Shipping and enter a shipping address.


Coupons and gift cards

Apply promotional codes for percentage or fixed-amount discounts, or redeem a gift card that covers the full or partial subscription cost.
Invoicing

| Field | Description |
| Collection method | Automatic — Recurly attempts payment using the account's billing info on invoice generation. Manual — payment is collected outside Recurly and the invoice is marked paid manually. |
| PO number | Purchase Order number for the transaction, if applicable. |
| Note to customer | A message or instructions included on the invoice for the subscriber. |
| Terms and conditions | Legal clauses and policies the subscriber agrees to at the time of purchase. |
Preview the invoice and confirm
Review the invoice preview before finalizing to verify all details are correct. Contact [email protected] if you need assistance.

Additional options
Purchase API
When using the Purchase API, you can combine subscriptions, one-time charges, and other purchase components into a single invoice — useful for complex sales cycles. See the Purchase API reference for details.
Custom fields
Define custom fields at the subscription level to track additional data — for example, an internal user ID or a code specific to the subscription. See custom fields for details.
Net terms
Set a number of days after the invoice date before payment is considered past due. Net terms can be configured at the subscription level.
Backup payment method
If the primary payment method fails, Recurly attempts collection using a backup payment method. See backup payment method for setup details.
Subscription notes
Add internal notes visible only in the Admin UI — useful for team communication or reminders about a specific subscription.
Billing information requirement
Automatic collection requires valid billing details on the account. Manual collection does not. To start an automatic subscription without billing information, you can:
- Use a cardless free trial
- Apply a gift card to cover the subscription cost
Multiple subscriptions
An account can hold multiple subscriptions — to the same plan or different plans. Options include:
- Adjusting the Quantity field to increase the number of subscriptions to a plan
- Creating multiple subscriptions to the same plan with different renewal periods
- Using the Purchase API endpoint to create multiple subscriptions in a single consolidated invoice
For full details, see multiple subscriptions.