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GETTING STARTED
Recurly's overview
Go live checklist
Sandbox features to discover
Recurly release notes/Changelog
Help & support
Frequently asked questions (FAQs)
Do you need help?
Professional services
Customer success manager
Technical account manager
PLANS, PRICING & PROMOTIONS
Overview: Plans, pricing & promotions
Plan structure
Plans
Add-ons
Item catalog
Pricing models
Fixed recurring pricing
Ramp pricing
One-time pricing
Usage-based billing
Decimal pricing
Quantity-based pricing
Hybrid pricing
Tiered, stairstep and volume pricing
Prepaid account balance
Currencies
Promotions
Free trial management
Coupons & discounts
Bulk unique coupons
Multiple coupons per account
Gift subscriptions
Gift cards
Gift cards dashboard
SUBSCRIBER MANAGEMENT
Overview: Subscriber management
Accounts
Accounts dashboard
Account acquisition data
Accounts settings
Account hierarchy
Account hierarchy - invoice rollup
Countries provinces and states
Shipping addresses
Shipping addresses per purchase
Subscriber wallet
Subscriber wallet implementation guide
Entitlements
Subscription lifecycle
Subscription dashboard
Create subscription
Change subscription
Pause subscription
Postpone subscription
Expire/cancel subscription
Multiple subscription support
Lifecycle communications
Email templates
Alternate Email Templates
Email language support (30)
Email timezones and timestamps
Renewal reminder and trial ending notifications
Advanced email deliverability (SendGrid)
Transactions
Transactions dashboard
MOTO transactions
HOSTED PAGES
Hosted pages
Checkout
Checkout analytics dashboard
Hosted payment page
Account management
PAYMENT ORCHESTRATION
Overview: Payment orchestration
Payment settings
Payment gateways
Adyen
Authorize.net
Amazon Pay V1
Amazon Pay V2
Braintree
Chase Paymentech Orbital
Check Commerce
Commerce Hub by Fiserv
Cybersource
Ebanx (UPI AutoPay)
FreedomPay
GoCardless
PayPal Complete
Stripe
TSYS
WorldPay US eCommerce (formerly Vantiv)
Worldpay - Global e-commerce
Payment methods
Credit cards
PayPal
Apple Pay on the Web
Google Pay™
ACH (US only)
SEPA
Direct debit retries
BACS (UK Only)
BECS
iDEAL
Prepaid and gift cards
Amazon Pay
Venmo
Cash App Pay
Boleto
Klarna (BNPL, Pay Now, Pay Later)
Klarna Debit Risk (formerly Sofort)
Link Pay by Stripe
UPI AutoPay
Gateway configuration and features
Payment gateway & merchant account overview
Gateways & payment methods configuration
Multiple gateway configuration
Custom gateway routing (merchant-initiated)
Gateway failover
Fraud management
Payment descriptors
Currency support
Test gateway
How to test your gateway
RECURRING BILLING
Overview: Recurring billing
Invoices
Invoice dashboard
Invoice management
Edit invoice
Credit invoices
Invoice configuration
Automated invoicing
Automatic invoicing terms
Manual invoicing
Invoice template customization
Charges & credits adjustments
Chargebacks / late failures for direct debit
Billing preferences
Subscription billing terms
Calendar billing
Shipping fees
Verify billing info
Authorization and capture
Taxes
Sales taxes
Tax inclusive pricing
Tax location validation
VAT & GST support
European Union VAT
VAT number/Tax ID number validation
CHURN MANAGEMENT
Overview: Churn management
Involuntary churn
Account updater
Intelligent retries
Dunning campaigns
Expired card management
Backup payment method
Voluntary churn
Pause subscriptions
RECURLY COMPASS
Overview: Recurly Compass
RECURLY REVENUE RECOGNITION
Overview: Revenue Recognition
Credits
Goodwill credit
On-account credit
Prepayment credit
Recurly Revenue Recognition Advanced
Implementation
Access management
Revenue workbench
Contract modification
Imports & exports
Rules
Data transformation
Product bundle
Data rules
- Autobill for external data
- Derive exchange rate for external data
Datasets
Revenue Recognition Advanced Reports
Revenue insights report
Revenue waterfall report
Defer revenue waterfall report
Cost details report
Cost waterfall report
Cost balances report
VC details report
VC waterfall report
VC balances report
Contract transaction details report
Billing transaction details report
Cost transaction details report
Doc stage details report
Event stage details report
Contract stage details report
Contract balances report
Unbilled balances report
Remaining POB
Asset balances report
Liability balances report
User and role access report
Role details report
Audit details report
Config audit report
Transfer accounting details report
SSP exception report
Hold exceptions report
Month end close
Automatic month end close
Manual month end close
Setup for Revenue Recognition Advanced
App Management - Recurly Revenue Recognition Advanced
Recurly Revenue Recognition Standard
Setting up Revenue Recognition Standard
Validation and activation for Revenue Recognition Standard
Reporting for Revenue Recognition Standard
Recurly Revenue Recognition Standalone
Access management - Revenue Recognition Standalone
Implementation - Revenue Recognition Standalone
Revenue workbench - Revenue Recognition Standalone
Reports - Revenue Recognition Standalone
Contract modification - Revenue Recognition Standalone
Imports & exports - Revenue Recognition Standalone
Rules - Revenue Recognition Standalone
Data transformation - Revenue Recognition Standalone
Product bundle - Revenue Recognition Standalone
Data rules - Revenue Recognition Standalone
- Autobill for external data - Revenue Recognition Standalone
- Derive exchange rate for external data - Revenue Recognition Standalone
Datasets - Revenue Recognition Standalone
Setup - Revenue Recognition Standalone
Recurly Revenue Recognition Legacy
RECURLY COMMERCE
Overview: Recurly Commerce
Getting started in Recurly Commerce
Installing and onboarding to Recurly Commerce
Migrating to Recurly Commerce
Revenue recovery
Intelligent retries
Subscription management
Create a subscription plan
Edit a subscription plan
Edit a customer subscription
Subscriber activity
Storefront
Storefront setup
Storefront with Recurly Commerce theme app embeds and blocks
Storefront management
Widget API
Customer portal
Customer portal management
Cancellation and churn prevention flows
Notifications
Transactional emails
Transactional SMS
Shopify settings
Fulfill a subscription in Shopify
Refund a subscription in Shopify
Discount codes
Manage shipping profiles
Order tagging
Recurly Commerce analytics
General analytics
Subscription analytics
Subscriber analytics
Cohort analysis analytics
Product breakdown analytics
Forecasting analytics
Advanced analytics
Recurly Commerce integrations
Email and SMS integrations
Klaviyo integration
Postcript Integration
Attentive integration
Gorgias integration
Fivetran integration
Advanced features
Automations in Recurly Commerce
Gift subscriptions in Recurly Commerce
Bulk updater in Recurly Commerce
Settings
Dunning management in Recurly Commerce
Change your Recurly Commerce plan
RECURLY ENGAGE
Getting started with Recurly Engage
Overview: Recurly Engage
Recurly Engage setup
Invite users
Recurly Engage javascript tag
Sync user traits
Create a pop-up
Activate prompts
Create an experiment
Prompts management
Prompts
Inline prompts
Overlay prompts
Invisible prompts
Email prompts
Push prompts
Video prompts
Mobile interstitial prompts
Prompt editor
Localization (Multi-language support)
Dynamic variables
Forms
Styling (CSS selectors)
Prompt settings
Triggers
Limits
Schedule
Goals
Actions
Experiments
Default prompt sizes
Guides
Performance
Segments
Pipelines
Live
Live Now - Preview tool
Use cases
Popular use cases
Cancel save
Failed rebill
Personalized onboarding
Premium plan adoption
1-click resubscribe
Abandon cart
More uses
Partner Integrations
Billing integrations
Chargify
Cleeng
Evergent
Piano
Zuora
Recurly
Amazon
Google
App Stores
Apple
Braintree
Shopify
Stripe
Vindicia
CRM integrations
ActiveCampaign
Adobe
Naviga
Freshdesk
Salesforce
Segment
Braze
Sendgrid
Zendesk
Analytics integrations
Google Analytics
Amplitude
Mixpanel
mParticle
Adobe Analytics
SDK
Javascript (Web and CTV)
iOS
Android
Roku
React Native
Testing tips
Platform settings
Application
User ID matching
Usage tracking
User traits
Looker
Tags
Triggers
Data sources
Custom JS snippet
Integrations
External
APIs
Website
Push notifications
Zones
Users
Pulse users
Test users
User lookup
Global limits
Download Data
Event API Firehose
Google Analytics
About
Data privacy and security
Accessibility
Adblocker mitigation
FAQs
Testing a prompt before launching
Debugging a prompt that is not showing
Using custom fonts in a prompt
Integrating a prompt inside an iFrame in my site
Dowloading prompt activity data
Creating a prompt with custom dimensions
APP MANAGEMENT
Overview: App Management
App Management
App Management setup
API support and webhooks
Using App Management
Integration Best Practices
Sell and manage Apple subscriptions through Recurly
SITE MANAGEMENT
Business Entity
Multiple business entities
Site settings
User roles and permissions
Two-factor authentication (2FA)
Single sign-on
Profile
Custom fields
Custom fields - API
Account activities export
Site activities export
Users export
Recurly account
INTEGRATION METHODS
Implementing Recurly
REST API keys
Recurly.js
Third Party Checkout: Stripe and Adyen
Stripe Payment Elements
Adyen Web Components
Webhooks (JSON & XML)
Native Mobile SDKs
REPORTING & ANALYTICS
Analytics overview
Analytics settings
Built-in benchmarks
Dashboard
Explore overview
Explore - Invoices
Explore - Transactions
Explore Assistant
Business entities overview
Subscriber management analytics
Subscriber benchmarks
Subscribers
Subscribers (Legacy)
Hourly activation & churn
Signup declines
Signup declines trendalyzer
Trial performance
Subscriber retention
Accounts analysis
Recurring billing analytics
Monthly recurring revenue
Billings
Plans, pricing and promotions analytics
Plan KPI
Plans (legacy)
Subscription by plan
Churn trends by plan
Retention by plan
Trials by plan
MRR by plan
LTV by plan
Churn management analytics
Subscriber churn benchmarks
Subscriber churn analysis
Renewal benchmarks
Renewal invoices
Renewal invoices trendalyzer
Recovered revenue
Renewal declines
Renewal declines trendalyzer
Dunning campaigns overview
Dunning campaigns dashboards
Dunning benchmarks
Dunning summary
Invoices details
Revenue details
Subscription details
Compare dunning
Compare versions
Compare campaigns
Data imports and exports
Customer data imports
Data exports
Automated exports
Account notes - export
Accounts - export
Adjustments - export
Adjustments — coupons - export
Adjustments — taxes - export
Billing info - export
Coupons - export
Coupons redemption - export
Coupons — bulk unique codes - export
Credit payments - export
Gift cards - export
Invoices — accounts receivable - export
Invoices — external - export
Invoices — summary - export
Invoices — unused numbers - export
Items — associated plans - export
Items — associated subscriptions - export
Revenue recognition schedules - export
Subscriptions - export
Subscription add-ons - export
Subscription add-ons — history - export
Subscriptions — churned - export
Subscriptions — external - export
Subscriptions — history - export
Subscriptions — ramp pricing - export
Subscriptions — usage records - export
Transactions - export
PARTNER INTEGRATIONS
Integration partners
Accounting, fraud and taxes
Avalara AvaTax integration
Avalara for Communications (AFC)
Vertex tax integration
Xero integration
QuickBooks Online integration
Kount (fraud) integration
Oracle NetSuite integration
Sales, marketing and services
Braze integration
MailChimp integration
SendGrid
Zendesk integration
Salesforce integration
Recurly Engage integration
Data and analytics
Snowflake integration
Merchant of record
Reach integration
Workflow automation
Zapier integration
Tray.io integration
SECURITY & COMPLIANCE
Security
Data hosting
PGP encryption
IP allowlist
Compliance
PCI-DSS compliance
PSD2 compliance
Strong customer authentication
3D secure
Dunning setup for 3D Secure 2 declines
Card on file
HIPAA Guidelines
CCPA
General Data Protection Regulation (GDPR)
RBI regulations
ABOUT
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Updated 5 months ago
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