Ready to start working with Recurly? This quick guide walks you through the basic integration steps for launching your recurring billing service.
Apply for a Merchant Account
If you don’t already have a merchant account, start the merchant account application process immediately—approval can take 1-2 weeks, and you can start your Recurly integration while you wait for approval. Already have a merchant account or using a third-party gateway? Skip to Step 7.
Configure your Site Settings
When you create your Recurly account you set the company name and site subdomain (These can always be modified at a later date). You’ll also want to access your Site Settings to configure your address requirements, contact information, address information (used for customer invoices and to determine payment gateway support) and VAT (if applicable).
Configure Subscription Plans
Inside your Subscription Plans settings, choose New Subscription Plan to start defining your subscription plans. You’ll need to tell Recurly the name of your plan, how often to charge, and what to charge. You can optionally include setup fees, trials, or add-ons in your subscription plan offering. Once the plan is created, click the View button to see the Hosted Payment Page for this plan.
Configure Hosted Payment Pages
Configure Customer Communication
Recurly offers several pre-built email templates sent to your customers throughout the lifecycle of their subscription. In your Email Templates you can override the default Recurly text or enabled/disable the delivery of these emails on a per-email basis.
Run a Test Transaction
Using Recurly’s Test Gateway, sign up for a subscription plan to test the user flow. Using the test credit card numbers available for this gateway, you have the ability to test a variety of customer scenarios around signup approvals or declines and the subsequent customer communication.
Configure Your Payment Gateway
Once you’ve been approved for a merchant account, please contact Recurly support with your merchant account credentials. If using a third-party payment gateway your credentials can be entered in the Payment Gateways setting page. The Configuration Test should be used to ensure that your gateway credentials are valid and Recurly can connect to your gateway account.
When you are ready to start processing transactions against your production payment gateway, you can subscribe to the Recurly Service.
Switch to Production Mode
Once your account is in production mode, you’re now ready to work with real credit card data against your production payment gateway. We recommend signing up with a valid credit card to ensure that your account settings are working with your production payment gateway. You’re now ready to start processing transactions from your customers!
Our docs contain more advanced instructions for options such as push notifications, API/Recurly.js integration, or one-time transactions. Contact our Support Team if you need any additional information to go live!