# Recurly Engage Docs Documentation

## Guides
- [Accessibility](https://docs.recurly.com/recurly-engage/docs/accessibility.md): Accessibility compliance guidelines for Recurly Engage prompts, aligned with WCAG standards.
- [Adblocker mitigation](https://docs.recurly.com/recurly-engage/docs/ad-blocker-mitigation.md): Configuration guide for Ad Blocker Mitigation, enabling Recurly Engage to function when users have ad blockers enabled.
- [Data privacy and security](https://docs.recurly.com/recurly-engage/docs/data-privacy.md): Overview of Recurly Engage’s data privacy and security practices, ensuring compliance and user trust.
- [Creating a prompt with custom dimensions](https://docs.recurly.com/recurly-engage/docs/can-i-create-a-prompt-with-custom-dimensions.md): Configuration guide for setting custom dimensions on Recurly Engage prompts using Custom CSS.
- [Dowloading prompt activity data](https://docs.recurly.com/recurly-engage/docs/can-i-download-prompt-interactions-data.md): Configuration guide for downloading prompt metrics and activity data from Recurly Engage.
- [Integrating a prompt inside an iFrame in my site](https://docs.recurly.com/recurly-engage/docs/can-i-integrate-a-prompt-inside-an-iframe-on-my-site.md): Configuration guide for triggering Recurly Engage prompts from within a child iFrame using the browser `postMessage` API.
- [Using custom fonts in a prompt](https://docs.recurly.com/recurly-engage/docs/can-i-use-custom-fonts-or-dimensions-when-styling-my-prompt.md): Configuration guide for applying custom fonts to Recurly Engage prompts using Custom CSS.
- [Debugging a prompt that is not showing](https://docs.recurly.com/recurly-engage/docs/faqs.md): Configuration guide for debugging prompts that fail to display in Recurly Engage.
- [Testing a prompt before launching](https://docs.recurly.com/recurly-engage/docs/how-should-i-test-a-prompt-before-launching.md): Guidance on how to safely test prompts before launching to production audiences in Recurly Engage.
- [Activate prompts](https://docs.recurly.com/recurly-engage/docs/activate-prompts.md): How to move your prompts from draft to live in Recurly Engage, including QA review and full deployment.
- [Adobe dynamic tag manager](https://docs.recurly.com/recurly-engage/docs/adobe-dynamic-tag-manager.md): Step-by-step instructions for integrating the Recurly Engage JavaScript client via Adobe Dynamic Tag Manager.
- [Google tag manager](https://docs.recurly.com/recurly-engage/docs/google-tag-manager.md): Step-by-step instructions for deploying the Recurly Engage client SDK via Google Tag Manager.
- [Recurly Engage javascript tag](https://docs.recurly.com/recurly-engage/docs/add-the-redfast-tag.md): Implementation details for adding the Recurly Engage tag to your site, via tag managers or direct script injection.
- [Direct tag management](https://docs.recurly.com/recurly-engage/docs/rengage-direct-tag.md): Instructions for embedding the Recurly Engage JavaScript SDK directly into your site’s HTML.
- [Tealium iQ tag manager](https://docs.recurly.com/recurly-engage/docs/tealium-iq-tag-manager.md): Step-by-step instructions for integrating the Recurly Engage JavaScript client via Tealium iQ Tag Manager.
- [Create a pop-up](https://docs.recurly.com/recurly-engage/docs/create-a-pop-up-recurly-engage.md): Steps to create and configure a pop-up prompt in Recurly Engage, from initial setup to live deployment.
- [Create an experiment](https://docs.recurly.com/recurly-engage/docs/create-an-experiment.md): Step-by-step guide to creating and running A/B experiments on your prompts in Recurly Engage.
- [Invite users](https://docs.recurly.com/recurly-engage/docs/invite-users.md): Steps to invite team members and manage their access within your Recurly Engage application.
- [Getting started with Recurly Engage](https://docs.recurly.com/recurly-engage/docs/getting-started-with-recurly-engage.md): Short descriptions and direct links to the core Recurly Engage setup and management guides for quick navigationion.
- [Overview: Recurly Engage](https://docs.recurly.com/recurly-engage/docs/overview-recurly-engage.md): High-level architecture and integration overview of the Recurly Engage platform—SDKs, console, core processor, and supported third-party connectors.
- [Sandbox Provisioning](https://docs.recurly.com/recurly-engage/docs/sandbox-provisioning.md): Begin a fully self-serve, free sandbox of Recurly Engage to run internal customer engagement campaigns, starting with involuntary churn, using a secure, streamlined sandbox environment.
- [Recurly Engage setup](https://docs.recurly.com/recurly-engage/docs/setup-your-app.md): Guidance on configuring your application in Recurly Engage: name, domain, and alias setup for a branded, secure integration.
- [Sync user traits](https://docs.recurly.com/recurly-engage/docs/sync-user-traits.md): How to sync and import user attributes into Recurly Engage for targeted campaigns and personalized experiences.
- [Overview: Guides](https://docs.recurly.com/recurly-engage/docs/guides.md): Overview and how-to for multi-step Guides in Recurly Engage, including wizards, surveys, journeys, and triggered flows.
- [Adobe Analytics](https://docs.recurly.com/recurly-engage/docs/adobe-analytics.md): Integration guide for sending Recurly Engage prompt events to Adobe Analytics using the Experience Platform Web SDK (Alloy.js).
- [Amplitude](https://docs.recurly.com/recurly-engage/docs/amplitude.md): Integration guide for sending Recurly Engage prompt events to Amplitude and syncing user data via CSV, Webhooks, or Export API.
- [Google Analytics](https://docs.recurly.com/recurly-engage/docs/google-analytics.md): Integration guide for sending Recurly Engage prompt interaction events to Google Analytics via client-side SDK and server-side Measurement Protocol.
- [Analytics integrations](https://docs.recurly.com/recurly-engage/docs/analytics-integrations.md): High-level overview of all analytics integrations available in Recurly Engage.
- [Mixpanel](https://docs.recurly.com/recurly-engage/docs/mixpanel.md): Integration guide for the Mixpanel connector in Recurly Engage—setup and required credentials for event and user trait sync.
- [mParticle](https://docs.recurly.com/recurly-engage/docs/mparticle.md): Integration guide for capturing Recurly Engage prompt interactions as custom events in mParticle via Custom Feed.
- [Amazon](https://docs.recurly.com/recurly-engage/docs/amazon-1-rf.md): Setup guide for the Amazon Device Messaging (ADM) connector in Recurly Engage Push Prompts.
- [App Stores](https://docs.recurly.com/recurly-engage/docs/app-stores-rf.md): Guidance for configuring in-app purchase flows in Recurly Engage prompts across Roku, Apple, and Google platforms.
- [Apple](https://docs.recurly.com/recurly-engage/docs/apple-rf.md): Guide to configuring Apple Push Notification Service (APNs) credentials in Recurly Engage for push prompts.
- [Braintree](https://docs.recurly.com/recurly-engage/docs/braintree-rf.md): Setup and action guide for the Braintree connector in Recurly Engage.
- [Chargebee](https://docs.recurly.com/recurly-engage/docs/chargebee.md): Configuration guide for the Chargebee connector in Recurly Engage, including activation, data sync, and 1-Click subscription actions.
- [Chargify](https://docs.recurly.com/recurly-engage/docs/chargify.md): Configuration and usage guide for the Chargify connector in Recurly Engage.
- [Cleeng](https://docs.recurly.com/recurly-engage/docs/cleeng.md): Configuration and usage guide for the Cleeng connector in Recurly Engage, including API setup, supported actions, and subscription data syncing.
- [Evergent](https://docs.recurly.com/recurly-engage/docs/evergent.md): Configuration guide for the Evergent connector in Recurly Engage—activation, data sync, and supported subscription actions.
- [Google](https://docs.recurly.com/recurly-engage/docs/google-rf.md): Setup guide for Google’s Firebase Cloud Messaging (FCM) connector in Recurly Engage Push Prompts.
- [Billing integrations](https://docs.recurly.com/recurly-engage/docs/billing.md): High‑level overview of all billing and subscription connectors available in Recurly Engage.
- [Ordergroove](https://docs.recurly.com/recurly-engage/docs/ordergroove.md): Seamlessly integrate Recurly Engage with Ordergroove to unify subscriber data, enable proactive, targeted engagement, and offer customers 1-click subscription management.
- [Piano](https://docs.recurly.com/recurly-engage/docs/piano.md): How to connect and sync subscriber data from Piano to Recurly Engage, plus configure 1‑Click subscription actions.
- [Recurly Commerce](https://docs.recurly.com/recurly-engage/docs/recurly-commerce.md): Documentation for connecting Recurly Commerce with Recurly Engage, enabling real-time, one-click actions (like pausing or applying discounts) within Engage prompts for active subscriptions.
- [Recurly](https://docs.recurly.com/recurly-engage/docs/recurly-integration.md): Configuration guide for the Recurly connector in Recurly Engage, including activation, data sync, and 1-Click subscription actions.
- [Recurly webhooks](https://docs.recurly.com/recurly-engage/docs/recurly-webhooks.md): This document outlines the process for integrating your Recurly account with our system using webhooks to enable real-time updates for subscription events. The integration utilizes a dedicated ingestion endpoint secured via HTTP Basic Authentication.
- [Recurly.js / HAM / Checkout](https://docs.recurly.com/recurly-engage/docs/recurlyjs-ham-checkout.md)
- [Shopify](https://docs.recurly.com/recurly-engage/docs/shopify-rf.md): Configuration guide for the Shopify connector in Recurly Engage—setup, supported actions, and usage steps.
- [Stripe](https://docs.recurly.com/recurly-engage/docs/stripe-rf.md): Configuration guide for the Stripe connector in Recurly Engage—activation, data sync, 1-Click actions, and subscription management.
- [Vindicia](https://docs.recurly.com/recurly-engage/docs/vindicia-rf.md): Guide to configuring the Vindicia connector in Recurly Engage—setup, data sync, and subscription actions.
- [Zuora](https://docs.recurly.com/recurly-engage/docs/zuora.md): Configuration guide for the Zuora connector in Recurly Engage, including setup, data sync, and 1-Click subscription actions.
- [ActiveCampaign](https://docs.recurly.com/recurly-engage/docs/activecampaign.md): Configuration guide for the ActiveCampaign connector in Recurly Engage—API setup and supported automation actions.
- [Adobe](https://docs.recurly.com/recurly-engage/docs/adobe-aep-ajo.md): A guide to the Recurly Engage and Adobe integration. It details how to connect Adobe Experience Cloud products to Recurly Engage to create a unified data layer, enable cross-product orchestration, and enhance analytics.
- [Braze](https://docs.recurly.com/recurly-engage/docs/braze-rf.md): Configuration guide for the Braze connector in Recurly Engage—API setup and supported user management actions.
- [Freshdesk](https://docs.recurly.com/recurly-engage/docs/freshdesk.md): Configuration guide for the Freshdesk connector in Recurly Engage—API setup and supported support ticket and contact management actions.
- [Hightouch](https://docs.recurly.com/recurly-engage/docs/hightouch.md): Learn how to connect your data warehouse to Recurly Engage using Hightouch’s HTTP Request destination to automate user property updates and personalizations.
- [CRM integrations](https://docs.recurly.com/recurly-engage/docs/crm.md): High-level overview of all CRM and engagement connectors available in Recurly Engage.
- [Iterable](https://docs.recurly.com/recurly-engage/docs/iterable.md): Configuration guide for the Iterable connector in Recurly Engage—setup and supported messaging and lifecycle actions for cross-channel marketing.
- [Naviga](https://docs.recurly.com/recurly-engage/docs/naviga.md): Configuration guide for the Naviga connector in Recurly Engage—setup and supported subscription actions for news and publishing platforms.
- [Salesforce](https://docs.recurly.com/recurly-engage/docs/salesforce-marketing-cloud.md): Configuration guide for the Salesforce connector in Recurly Engage—setup, credentials, and supported actions for Support Cloud and Marketing Cloud.
- [Segment](https://docs.recurly.com/recurly-engage/docs/segmentio-twilio.md): Configuration guide for syncing Segment traits into Recurly Engage via Segment Unify or Amazon Lambda
- [Sendgrid](https://docs.recurly.com/recurly-engage/docs/sendgrid-rf.md): Connect Recurly Engage to SendGrid for dynamic emails and list management
- [Zendesk](https://docs.recurly.com/recurly-engage/docs/zendesk-rf.md): Configuration guide for the Recurly Engage Zendesk integration, enabling support workflows to be triggered directly from prompts.
- [Overview: Performance](https://docs.recurly.com/recurly-engage/docs/dashboard-engage.md): Overview of the Performance tab for monitoring prompt and guide metrics in Recurly Engage.
- [Application](https://docs.recurly.com/recurly-engage/docs/application.md): Configure your application settings—ID, API Key, domain, aliases, and timezone—to ensure Recurly Engage functions correctly on your site or app.
- [Custom JS snippet](https://docs.recurly.com/recurly-engage/docs/custom-js-snippet.md): Admin users may override certain behaviors of the Recurly Engage JavaScript SDK by supplying custom `fetchUserId` and `fetchAnonUserId` functions.
- [Data sources](https://docs.recurly.com/recurly-engage/docs/data-sources.md): Use CSV uploads as data sources for dynamic prompt content and enrich in-app messages.
- [Google Analytics](https://docs.recurly.com/recurly-engage/docs/google-analytics-events.md): Configuration guide for integrating Recurly Engage with Google Analytics Measurement Protocol via API actions.
- [Download data](https://docs.recurly.com/recurly-engage/docs/download-data.md): Configuration guide for the Download Data feature, which allows you to export Segment, Prompt, Guide, and activity data from Recurly Engage.
- [APIs](https://docs.recurly.com/recurly-engage/docs/api-actions.md): How to configure custom API actions within Recurly Engage, including setting up credentials and defining action details.
- [External](https://docs.recurly.com/recurly-engage/docs/connector-actions.md): How to configure and use connector actions in Recurly Engage to interact with third‑party services.
- [Integrations](https://docs.recurly.com/recurly-engage/docs/integrations.md): How to activate and configure third-party connectors for billing, support, marketing, and analytics within Recurly Engage.
- [Push notifications](https://docs.recurly.com/recurly-engage/docs/push.md): How to configure push notification endpoints and credentials for Recurly Engage.
- [Website](https://docs.recurly.com/recurly-engage/docs/website-actions.md): How to configure and use Website Actions within Recurly Engage, including adding simple built-in actions and custom JavaScript code.
- [Overview: Platform settings](https://docs.recurly.com/recurly-engage/docs/settings.md): Overview of the Platform settings section in Recurly Engage, providing quick links to each configuration subpage.
- [SSO integration](https://docs.recurly.com/recurly-engage/docs/sso-integration.md): Learn how Pulse’s Single Sign-On (SSO) feature works for enterprise clients. This guide explains key benefits, our partnership with WorkOS, and the steps for IT administrators to configure user access.
- [Tags](https://docs.recurly.com/recurly-engage/docs/tags.md): Manage and report on groups of prompts using tags, with combined analytics and frequency controls.
- [Usage tracking](https://docs.recurly.com/recurly-engage/docs/usage-tracking-1.md): How to configure and use Recurly Engage’s Usage Tracking feature to capture and act on user behavior metrics such as visits, session duration, and custom events.
- [Creating test account credentials](https://docs.recurly.com/recurly-engage/docs/creating-test-account-credentials.md): Learn how to quickly create test account credentials in Recurly Engage. Setting up these credentials allows your Recurly Account Manager or Support Specialist to directly access and test your configurations and prompts, speeding up troubleshooting and deployment.
- [User ID matching](https://docs.recurly.com/recurly-engage/docs/user-id-matching.md): Guide for configuring how Recurly Engage matches authenticated users via unique browser-stored identifiers.
- [User traits](https://docs.recurly.com/recurly-engage/docs/user-traits.md): This article explains how to import, configure, and manage custom user traits in Recurly Engage to extend targeting beyond default behavior metrics.
- [Looker](https://docs.recurly.com/recurly-engage/docs/looker.md): The Looker integration lets you schedule daily exports of CSV user trait data directly from Looker into your Recurly Engage AWS S3 bucket for seamless ingestion.
- [Global limits](https://docs.recurly.com/recurly-engage/docs/global-limits.md): Configuration guide for the Global Limits tab, which allows you to apply account-wide holdout, frequency cap, impression limits, and overlay interval settings in Recurly Engage.
- [Users](https://docs.recurly.com/recurly-engage/docs/users.md): Overview of the Users settings section in Recurly Engage, covering account access and user management tools.
- [Pulse users](https://docs.recurly.com/recurly-engage/docs/pulse-users.md): Manage user access to your Recurly Engage (Pulse) application by assigning permission levels to team members.
- [Test users](https://docs.recurly.com/recurly-engage/docs/test-users.md): Configuration guide for the Test Users feature, which allows whitelisted users to preview active prompts in a production environment.
- [User lookup](https://docs.recurly.com/recurly-engage/docs/user-lookup.md): Configuration guide for the User Lookup tool, which enables you to troubleshoot individual users by viewing their traits and eligible prompts.
- [Zones](https://docs.recurly.com/recurly-engage/docs/zones.md): Zones designate areas in your app or site where personalized content—text, images, or invisible actions—can be injected by Recurly Engage.
- [Live Now - Preview tool](https://docs.recurly.com/recurly-engage/docs/live-now-preview-tool.md): Overview of the Preview Tool (Live Now) in Recurly Engage for visual editing and validation of prompts, segments, and trackers directly on your website.
- [Live](https://docs.recurly.com/recurly-engage/docs/live-tool.md): Guide for the Live view in Recurly Engage, which provides near-real-time monitoring of prompt interactions and errors.
- [Dynamic variables](https://docs.recurly.com/recurly-engage/docs/dynamic-variables.md): Configure and use dynamic variables (custom traits) within your prompts to deliver personalized messaging.
- [Forms](https://docs.recurly.com/recurly-engage/docs/forms.md): How to add input fields or survey options to your prompts and handle submitted values in actions.
- [Prompt editor](https://docs.recurly.com/recurly-engage/docs/editor.md): Overview of the design editor for creating and customizing prompts in Recurly Engage.
- [Localization (Multi-language support)](https://docs.recurly.com/recurly-engage/docs/localization-multi-language-support.md): How to localize prompts based on your user’s browser or app locale without duplicating prompts for each language.
- [Styling (CSS selectors)](https://docs.recurly.com/recurly-engage/docs/styling-fine-tuning-css-selectors.md): CSS selector reference for customizing the look and feel of Recurly Engage prompts.
- [Prompts management](https://docs.recurly.com/recurly-engage/docs/management.md): Overview of the Prompts management section in Recurly Engage, covering prompt lifecycle configuration from creation through experimentation.
- [Actions](https://docs.recurly.com/recurly-engage/docs/actions-1.md): Overview of prompt actions—triggered events tied to user interactions, built-in connectors, and custom integrations in Recurly Engage.
- [Cross app prompt cloning](https://docs.recurly.com/recurly-engage/docs/cross-app-prompt-cloning.md): A guide on how to clone prompts across different applications in Recurly Engage. It explains how to copy prompts from a staging environment to a live production app to maintain consistency and streamline workflows.
- [Default prompt sizes](https://docs.recurly.com/recurly-engage/docs/default-prompt-sizes.md): Configuration guide for default prompt sizes and CSS controls in Recurly Engage.
- [Drill down metrics](https://docs.recurly.com/recurly-engage/docs/drill-down-metrics.md): Unlock deeper insights with Granular Analytics for Pulse. Learn how to use Drill Down Metrics to filter prompt performance by language, segment, and device category for more precise user behavior analysis.
- [Email notifications](https://docs.recurly.com/recurly-engage/docs/email-notifications.md): You can now receive notifications when prompts are set to expire.
- [Engagement categories](https://docs.recurly.com/recurly-engage/docs/engagement-categories.md): Learn how to assign specific use-case categories to prompts during configuration to ensure accurate success rate tracking and reporting.
- [Experiments](https://docs.recurly.com/recurly-engage/docs/experiments-1.md): Guide to creating and running A/B tests (experiments) on your prompts in Recurly Engage.
- [Goals](https://docs.recurly.com/recurly-engage/docs/goals.md): How to set up and use custom conversion goals for your Recurly Engage prompts.
- [Prompt settings](https://docs.recurly.com/recurly-engage/docs/prompt-settings.md): Overview of the Prompt Settings section in Recurly Engage, providing quick access to all prompt-level configuration pages.
- [Limits](https://docs.recurly.com/recurly-engage/docs/limits.md): Guide to configuring prompt delivery limits—impression, frequency, budget, user, and delivery caps—in Recurly Engage.
- [Liquid support for prompts](https://docs.recurly.com/recurly-engage/docs/liquid-support-for-prompts.md): A guide on how to use Liquid, a template language, to personalize prompts in Recurly Engage. It explains how to dynamically insert subscriber and account data into your prompts to create a more relevant and engaging user experience.
- [Recommended prompt sizes](https://docs.recurly.com/recurly-engage/docs/recommended-prompt-sizes.md): Creative asset specifications for platform prompts. Includes recommended image sizes, aspect ratios, and supported file types for Inline and Overlay prompt styles across web, mobile, and TV SDKs.
- [Schedule](https://docs.recurly.com/recurly-engage/docs/schedule-1.md): How to schedule prompts or guides to run only during specific dates, days, and times in Recurly Engage.
- [Segment traffic split](https://docs.recurly.com/recurly-engage/docs/segment-traffic-split.md): A guide on Recurly Engage's traffic splitting feature. It explains how to A/B test different prompt experiences, like modals and banners, to optimize performance and conversion rates.
- [Triggers](https://docs.recurly.com/recurly-engage/docs/triggers.md): Instructions for configuring when and where your prompts should appear using page, event, and advanced triggers—all within a single, comprehensive guide.
- [In prompt billing](https://docs.recurly.com/recurly-engage/docs/in-prompt-billing.md): Update your customers' payment methods without redirecting them away from your app. Recurly Engage's In-Prompt Billing embeds secure, PCI-compliant payment fields directly into your existing user experience.
- [Prompts](https://docs.recurly.com/recurly-engage/docs/prompts.md): An introduction to in-app messaging prompts in Recurly Engage and quick access to their management console.
- [Inline prompts](https://docs.recurly.com/recurly-engage/docs/inlines.md): Comprehensive guide to creating and managing inline prompts—horizontal, vertical, tile, and text-only—using defined zones in Recurly Engage.
- [Interstitial prompts](https://docs.recurly.com/recurly-engage/docs/interstitial-prompts.md): Information on Recurly Engage's enhanced SDK. It details the new granular button controls for interstitial prompts on HTML devices, Roku, and Apple TV, which allow for customized button layouts and positioning.
- [Invisible prompts](https://docs.recurly.com/recurly-engage/docs/invisible.md): Configure and trigger background behaviors in your application without any user-facing UI using Invisible Prompts.
- [Mobile interstitial prompts](https://docs.recurly.com/recurly-engage/docs/mobile-interstitial.md): Guide to creating and managing full-screen mobile interstitial prompts in Recurly Engage.
- [Overlay prompts](https://docs.recurly.com/recurly-engage/docs/overlays.md): Details on creating and managing overlay prompts—interstitials, pop-ups, video overlays, notifications, and bottom banners—in Recurly Engage.
- [Paywall & hardwall](https://docs.recurly.com/recurly-engage/docs/paywall-hardwall.md): Set up an Engage dynamic paywall to limit free content and convert readers into subscribers.
- [Push prompts](https://docs.recurly.com/recurly-engage/docs/push-notification.md): Details on creating and managing push notifications (Push Prompts) in Recurly Engage.
- [Video prompts](https://docs.recurly.com/recurly-engage/docs/video.md): Configuration and best practices for creating video prompts in Recurly Engage.
- [Android (V3)](https://docs.recurly.com/recurly-engage/docs/android-sdk-v3.md): How to install, initialize, and integrate the Recurly Engage Android SDK v3 into native Android applications, including prompt display, event tracking, inline components, push notifications, and in-app purchases.
- [Android (Deprecated)](https://docs.recurly.com/recurly-engage/docs/android-sdk.md): Configuration guide for the Recurly Engage Android SDK, enabling native prompt display and usage tracking in your mobile and TV apps.
- [iOS (Deprecated)](https://docs.recurly.com/recurly-engage/docs/ios-sdk.md): Configuration guide for the Recurly Engage iOS and tvOS SDK, enabling native prompt display and usage tracking in your mobile apps.
- [Javascript (Web and CTV)](https://docs.recurly.com/recurly-engage/docs/javascript-sdk.md): Configuration guide for the JavaScript SDK, supporting both web browsers and HTML5-based CTV devices in Recurly Engage.
- [React Native (V2)](https://docs.recurly.com/recurly-engage/docs/react-native-sdk-v2.md): How to install, initialize, and integrate the Recurly Engage React Native SDK to render prompts and track user interaction events in iOS and Android applications.
- [React Native (Deprecated)](https://docs.recurly.com/recurly-engage/docs/react-native.md): Configuration guide for the Recurly Engage React Native SDK, enabling prompt rendering and event tracking in your React Native applications.
- [Overview: SDK](https://docs.recurly.com/recurly-engage/docs/recurly-engage-sdk.md): Overview of the SDK section in Recurly Engage, providing quick access to platform-specific SDK guides and testing best practices.
- [Roku](https://docs.recurly.com/recurly-engage/docs/roku-sdk.md): Configuration guide for the Recurly Engage Roku SDK, which enables native prompt display and usage tracking in your Roku applications.
- [Testing tips](https://docs.recurly.com/recurly-engage/docs/sdk-testing-tips.md): Testing best practices for validating prompt delivery and user state in Recurly Engage.
- [Churn propensity modeling](https://docs.recurly.com/recurly-engage/docs/churn-propensity-modeling.md): Churn propensity modeling is a machine learning feature in Recurly Engage that assigns each subscriber a real-time risk score from 1–10 to surface at-risk subscribers before they cancel.
- [Overview: Segments](https://docs.recurly.com/recurly-engage/docs/segments.md): How to create and manage user segments in Recurly Engage for targeted prompt delivery.
- [More uses](https://docs.recurly.com/recurly-engage/docs/more-uses.md): Additional use cases for Recurly Engage, showcasing diverse prompt strategies across lifecycle stages.
- [Abandon cart](https://docs.recurly.com/recurly-engage/docs/abandon-cart.md): Configuration guide for the Abandon Cart use case, which targets visitors who leave items in their cart and encourages them to complete checkout.
- [Cancel save](https://docs.recurly.com/recurly-engage/docs/cancel-save.md): Configuration guide for implementing a "Cancel/Save" flow to prevent customer churn. It outlines the process of creating and deploying a multi-step survey with tailored offers to retain users.
- [Payment failure](https://docs.recurly.com/recurly-engage/docs/failed-rebill.md): Configuration guide for creating a payment failure flow. It details how to set up targeted in-app prompts to help users update their payment information and reduce involuntary churn.
- [Popular use cases](https://docs.recurly.com/recurly-engage/docs/popular-uses.md): Overview of the most popular use cases for Recurly Engage prompts across the customer lifecycle.
- [1-click resubscribe](https://docs.recurly.com/recurly-engage/docs/one-click-resubscribe.md): Configuration guide for the 1-Click Resubscribe use case, which enables churned users to reactivate their subscription with a single click.
- [Personalized onboarding](https://docs.recurly.com/recurly-engage/docs/personalized-onboarding.md): A guide to setting up a personalized onboarding experience. It explains how to create multi-visit, contextual prompts that guide new users without using disruptive, traditional tours.
- [Premium plan adoption](https://docs.recurly.com/recurly-engage/docs/premium-plan-upsell.md): Configuration guide for the Premium Plan Adoption use case, which targets engaged users with contextual prompts to upgrade to premium plans or add-ons.

## API Reference
- [Redirects user to Pulse (Redfast Frontend)](https://docs.recurly.com/recurly-engage/reference/get_v1-session-redirect.md): Redirects a user to pulse.redfast.com, optionally to a specified path, and attaches the session token. If no valid session, the user will be sent to the login page.
- [Get an existing Redfast tenant](https://docs.recurly.com/recurly-engage/reference/get_v1-tenants-external-tenant-id.md): Retrieves an existing tenant from the Redfast platform.
- [Update a Redfast tenant](https://docs.recurly.com/recurly-engage/reference/patch_v1-tenants.md): Updates a Redfast tenant's information or public key.
- [Provision user and create session](https://docs.recurly.com/recurly-engage/reference/post_v1-jwt-session.md): Creates a Redfast user session after verifying a partner-signed JWT. If the user does not exist, they will be provisioned automatically.
- [Create a new Redfast tenant](https://docs.recurly.com/recurly-engage/reference/post_v1-tenants.md): Creates a new tenant on the Redfast platform.
- [Introduction](https://docs.recurly.com/recurly-engage/reference/api-introduction.md)
- [Sequence Diagram](https://docs.recurly.com/recurly-engage/reference/api-sequence-diagram.md)
- [Dismiss API](https://docs.recurly.com/recurly-engage/reference/dismiss-api.md)
- [Dynamic Image Resizing](https://docs.recurly.com/recurly-engage/reference/dynamic-image-resizing.md)
- [Example Response Objects](https://docs.recurly.com/recurly-engage/reference/example-response-objects.md)
- [Goal API](https://docs.recurly.com/recurly-engage/reference/goal-api.md)
- [Holdout API](https://docs.recurly.com/recurly-engage/reference/holdout-api.md)
- [Impression API](https://docs.recurly.com/recurly-engage/reference/impression-api.md)
- [Ping](https://docs.recurly.com/recurly-engage/reference/ping-api.md): The ping call is the starting point to interacting with the Redfast backend
- [Prompt Attributes](https://docs.recurly.com/recurly-engage/reference/prompt-attributes.md)
- [Reset API](https://docs.recurly.com/recurly-engage/reference/reset-api.md)
- [Usage Tracker API](https://docs.recurly.com/recurly-engage/reference/usage-tracker-api.md)


# Recurly RevRec Docs Documentation

## Guides
- [Access management](https://docs.recurly.com/recurly-revrec/docs/access-management.md): Recurly access management: Tailored user privileges for secure financial operations.
- [Compass Assistant — RevRec](https://docs.recurly.com/recurly-revrec/docs/compass-assistant-revrec.md): Use Compass Assistant to search RevRec help, ask questions, and complete tasks in Recurly—faster.
- [Coupon code visibility](https://docs.recurly.com/recurly-revrec/docs/coupon-code-visibility.md): Track coupon codes in RevRec at the subscription and charge line level for discount traceability.
- [Custom fields for RevRec](https://docs.recurly.com/recurly-revrec/docs/custom-fields-revrec.md): Map Recurly custom fields to RevRec for richer revenue reporting and analysis.
- [Dashboard](https://docs.recurly.com/recurly-revrec/docs/dashboard.md): Monitor revenue health, deferred balances, and audit-ready metrics in one view.
- [Data rules](https://docs.recurly.com/recurly-revrec/docs/data-rules.md): Apply custom logic and formulas to your sales orders during import for precise revenue recognition, contract handling, and cost allocation.
- [Autobill for external data](https://docs.recurly.com/recurly-revrec/docs/autobill-for-external-data.md): Automatically generate invoice lines from imported sales orders—no separate billing imports needed.
- [Datasets](https://docs.recurly.com/recurly-revrec/docs/data-sets.md): Unlock powerful analytics by defining and updating custom data tables that feed all reports and dashboards automatically.
- [Derive exchange rate for external data](https://docs.recurly.com/recurly-revrec/docs/derive-exrate-for-external-data.md): Automatically fetch and apply historical exchange rates for imported multi-currency subscriptions and invoices—no manual rates needed.
- [Data transformation](https://docs.recurly.com/recurly-revrec/docs/data-transformation.md): Recurly RevRec: Transforming data for accurate financial reporting.
- [Manual journal entry](https://docs.recurly.com/recurly-revrec/docs/manual-journal-entry.md): Upload, review, and approve manual journal entries in Recurly RevRec.
- [Automatic month end close](https://docs.recurly.com/recurly-revrec/docs/automatic-month-end-close.md): A succinct checklist to guide and streamline your period close process in Recurly RevRec, from system-defined tasks to custom, site-specific requirements.
- [Month end close](https://docs.recurly.com/recurly-revrec/docs/month-end-close-overview.md): A concise overview of Recurly’s Month End Close options, comparing the benefits and processes of the automatic versus manual approaches to finalizing billing periods.
- [Manual month end close](https://docs.recurly.com/recurly-revrec/docs/manual-month-end-close.md): Use Recurly’s RevRec to finalize each billing period with accuracy. By following a structured close process, you can ensure all transactions are accounted for and properly reflected in your General Ledger.
- [Product bundle](https://docs.recurly.com/recurly-revrec/docs/product-bundle.md): Create and manage complex product bundles with precise pricing and cost allocation using Recurly RevRec.
- [App Management - RevRec](https://docs.recurly.com/recurly-revrec/docs/recurly-revenue-recognition-app-management.md): Efficiently manage and integrate app data from Apple Store and Google Play Store into Recurly Revenue Recognition with tailored grouping, performance obligations, and data rules.
- [Goodwill credit](https://docs.recurly.com/recurly-revrec/docs/goodwill-credit.md): Boost purchases by recognizing goodwill credits with Recurly Revenue Recognition. This feature allows businesses to bring credit information directly into revenue recognition.
- [Credits](https://docs.recurly.com/recurly-revrec/docs/recurly-revenue-recognition-credits.md): Maximize customer satisfaction and financial flexibility with Recurly Revenue Recognition credits, including goodwill, on-account, and prepayment credits. Keep track of credits as they impact your revenue recognition.
- [On-account credit](https://docs.recurly.com/recurly-revrec/docs/on-account-credit.md): Leverage your on-account credits with Recurly Revenue Recognition. This feature allows businesses to pull reports for the "on-account credit", encouraging loyalty programs implementation.
- [Prepayment credit](https://docs.recurly.com/recurly-revrec/docs/prepayment-credit.md): Prepayment credit in Recurly allows customers to pay in advance for purchases, streamlining the subscription process and enhancing financial flexibility. This feature allows businesses to pull balance credits information, enhancing their revenue recognition experience.
- [Overview: RevRec](https://docs.recurly.com/recurly-revrec/docs/recurly-revenue-recognition.md): Unlock precise and compliant revenue recognition with Recurly's solution. Streamline financial operations, ensure ASC 606, IFRS 15/16, and more compliance, and gain real-time revenue insights.
- [Asset balances report](https://docs.recurly.com/recurly-revrec/docs/asset-balances-report.md): Explore the detailed guide on Asset Balances Report in Recurly's Revenue Recognition user guide.
- [Audit details report](https://docs.recurly.com/recurly-revrec/docs/audit-details-report.md): Explore the detailed guide on Audit Details Report in Recurly's Revenue Recognition user guide.
- [Billing transaction details report](https://docs.recurly.com/recurly-revrec/docs/billing-transaction-details.md): Explore the detailed guide on Billing Transaction Details Report in Recurly's Revenue Recognition user guide.
- [Config audit report](https://docs.recurly.com/recurly-revrec/docs/config-audit-report.md): Explore the detailed guide on Config Audit Report in Recurly's Revenue Recognition user guide.
- [Contract balances report](https://docs.recurly.com/recurly-revrec/docs/contract-balances-report.md): Explore the detailed guide on Contract Balances Report in Recurly's Revenue Recognition user guide.
- [Contract stage details report](https://docs.recurly.com/recurly-revrec/docs/contract-stage-report.md): Explore the detailed guide on Contract Stage Report in Recurly's Revenue Recognition user guide.
- [Contract transaction details report](https://docs.recurly.com/recurly-revrec/docs/contract-transaction-details.md): Explore the detailed guide on Contract Transaction Details Report in Recurly's Revenue Recognition user guide.
- [Cost balances report](https://docs.recurly.com/recurly-revrec/docs/cost-balances-report.md): Explore the detailed guide on Cost Balances Report in Recurly's Revenue Recognition user guide.
- [Cost details report](https://docs.recurly.com/recurly-revrec/docs/cost-details-report.md): Explore the detailed guide on Cost Detail Report in Recurly's Revenue Recognition user guide.
- [Cost transaction details report](https://docs.recurly.com/recurly-revrec/docs/cost-transaction-details-report.md): Explore the detailed guide on Cost Transaction Details Report in Recurly's Revenue Recognition user guide.
- [Cost waterfall report](https://docs.recurly.com/recurly-revrec/docs/cost-waterfall-report.md): Explore the detailed guide on Cost Waterfall Report in Recurly's Revenue Recognition user guide.
- [Defer revenue waterfall report](https://docs.recurly.com/recurly-revrec/docs/defer-revenue-waterfall-report.md): Explore the detailed guide on the defer revenue waterfall report in Recurly's Revenue Recognition user guide.
- [Doc stage details report](https://docs.recurly.com/recurly-revrec/docs/doc-stage-details-report.md): Explore the detailed guide on Docs Stage Report in Recurly's Revenue Recognition user guide.
- [Event stage details report](https://docs.recurly.com/recurly-revrec/docs/event-stage-report.md): Explore the detailed guide on Event Stage Report in Recurly's Revenue Recognition user guide.
- [Hold exceptions report](https://docs.recurly.com/recurly-revrec/docs/hold-exceptions-report.md): Explore the detailed guide on Hold Exception Report in Recurly's Revenue Recognition user guide.
- [RevRec Reports](https://docs.recurly.com/recurly-revrec/docs/reports.md): Recurly RevRec reports: Comprehensive insights for informed financial decisions.
- [Liability balances report](https://docs.recurly.com/recurly-revrec/docs/liability-balances-report.md): Explore the detailed guide on liability balances report in Recurly's Revenue Recognition user guide.
- [Remaining POB](https://docs.recurly.com/recurly-revrec/docs/remaining-pob.md): Explore the detailed guide on Remaining Performance Obligation (RPO) Report in Recurly's Revenue Recognition user guide.
- [Revenue insights report](https://docs.recurly.com/recurly-revrec/docs/revenue-insights-report.md): Explore the detailed guide on Revenue Insights export in Recurly's Revenue Recognition user guide.
- [Revenue waterfall report](https://docs.recurly.com/recurly-revrec/docs/revenue-waterfall-report.md): Explore the detailed guide on the revenue waterfall report in Recurly's Revenue Recognition user guide.
- [Role details report](https://docs.recurly.com/recurly-revrec/docs/role-details.md): Explore the detailed guide on Role Details Report in Recurly's Revenue Recognition user guide.
- [SSP exception report](https://docs.recurly.com/recurly-revrec/docs/ssp-exception-report.md): Explore the detailed guide on SSP Exception Report in Recurly's Revenue Recognition user guide.
- [Transfer accounting details report](https://docs.recurly.com/recurly-revrec/docs/transfer-accounting-details-report.md): Explore the detailed guide on the Transfer Account Details report in Recurly's Revenue Recognition user guide.
- [Unbilled balances report](https://docs.recurly.com/recurly-revrec/docs/unbilled-balances-report.md): Explore the detailed guide on Unbilled Balances Report in Recurly's Revenue Recognition user guide.
- [User and role access report](https://docs.recurly.com/recurly-revrec/docs/user-and-role-access-report.md): Explore the detailed guide on User and Role Access Report in Recurly's Revenue Recognition user guide.
- [VC balances report](https://docs.recurly.com/recurly-revrec/docs/vc-balances.md): Explore the detailed guide on VC balances report in Recurly's Revenue Recognition user guide.
- [VC details report](https://docs.recurly.com/recurly-revrec/docs/vc-details-report.md): Explore the detailed guide on VC details report  in Recurly's Revenue Recognition user guide.
- [VC waterfall report](https://docs.recurly.com/recurly-revrec/docs/vc-waterfall-report.md): Explore the detailed guide on VC waterfall report in Recurly's Revenue Recognition user guide.
- [Implementation](https://docs.recurly.com/recurly-revrec/docs/revenue-recognition-implementation.md): A detailed guide to the structured implementation process of Recurly Revenue Recognition Advanced.
- [Contract modification](https://docs.recurly.com/recurly-revrec/docs/-contract-modification.md): Discover the intricacies of modifying contracts within Recurly's platform, ensuring seamless adjustments to price, term, and more.
- [Imports and exports](https://docs.recurly.com/recurly-revrec/docs/imports-exports.md): Effortlessly Manage Your Data with Recurly's Import/Export Tool.
- [Revenue workbench](https://docs.recurly.com/recurly-revrec/docs/revenue-recognition-workbench.md): Explore Recurly's Revenue Workbench: a centralized hub for comprehensive contract management and insights.
- [Rules](https://docs.recurly.com/recurly-revrec/docs/rules.md): Efficiently manage your revenue recognition process with Recurly Revenue Recognition Advanced features and rules management, ensuring accuracy and compliance.
- [Setup for RevRec](https://docs.recurly.com/recurly-revrec/docs/setup.md): Recurly RevRec: Streamlining Revenue Recognition and Financial Reporting.

## API Reference
- [Save Cost Lines](https://docs.recurly.com/recurly-revrec/reference/post_api-stage-savecostlines.md)
- [Save Document Lines](https://docs.recurly.com/recurly-revrec/reference/post_api-stage-savedoclines.md)
- [Save Events](https://docs.recurly.com/recurly-revrec/reference/post_api-stage-saveevents.md)
- [Save Order Lines](https://docs.recurly.com/recurly-revrec/reference/post_api-stage-saveorderlines.md)
- [Upload transaction file](https://docs.recurly.com/recurly-revrec/reference/post_api-upload-uploadtranfile.md)
- [Clean Pipeline Data](https://docs.recurly.com/recurly-revrec/reference/put_api-books-cleanpipelinedata.md)
- [Get Eligible Approve Batches](https://docs.recurly.com/recurly-revrec/reference/get_api-transfer-geteligibleapprovebatches.md)
- [Get Eligible Transfer Batches](https://docs.recurly.com/recurly-revrec/reference/get_api-transfer-geteligibletransferbatches.md)
- [Get Transfer Batches](https://docs.recurly.com/recurly-revrec/reference/get_api-transfer-gettransferbatches.md)
- [Get Report Data](https://docs.recurly.com/recurly-revrec/reference/post_api-report-getreportdata.md)
- [Approve Transfer Batch](https://docs.recurly.com/recurly-revrec/reference/put_api-transfer-approvetransferbatch.md)
- [Mark Transfer Batch](https://docs.recurly.com/recurly-revrec/reference/put_api-transfer-marktransferred.md)

## Changelog
- [2026](https://docs.recurly.com/recurly-revrec/changelog/2026.md)
- [2025](https://docs.recurly.com/recurly-revrec/changelog/2025.md)


# Recurly Subscriptions Docs Documentation

## Guides
- [Open source attribution](https://docs.recurly.com/recurly-subscriptions/docs/open-source-attribution-1.md)
- [E-mandates with Cards in India](https://docs.recurly.com/recurly-subscriptions/docs/e-mandates-with-cards-in-india.md): Create subscriptions via Purchase API using Cards where your customers are located in India.
- [APAC Payment Methods](https://docs.recurly.com/recurly-subscriptions/docs/apac-payment-methods.md)
- [UPI AutoPay integration guide](https://docs.recurly.com/recurly-subscriptions/docs/upi-autopay-integration-guide.md): Create subscriptions via Purchase API using UPI AutoPay with a VPA and Ebanx sandbox simulation.
- [LATAM Payment Methods](https://docs.recurly.com/recurly-subscriptions/docs/latam-payment-methods.md)
- [Mercado Pago integration guide](https://docs.recurly.com/recurly-subscriptions/docs/mercado-pago-integration-guide.md): Create subscriptions via Purchase API using Mercado Pago with Ebanx.
- [Pix Automático integration guide](https://docs.recurly.com/recurly-subscriptions/docs/pix-automatico-integration-guide.md): Create subscriptions via Purchase API using Pix Automático with QR code rendering and Ebanx sandbox simulation.
- [Multi-item upload guide](https://docs.recurly.com/recurly-subscriptions/docs/multi-item-upload-guide.md): A simple, step-by-step guide to bulk-importing items into Recurly’s Item Catalog from CSV files using our Python client library.
- [Pagination guide](https://docs.recurly.com/recurly-subscriptions/docs/pagination-guide.md): A comprehensive guide to managing large data sets with Recurly’s built-in pagination, including request parameters, response formats, and client library pagers for convenient record retrieval.
- [3D secure 2.0 integration guide](https://docs.recurly.com/recurly-subscriptions/docs/3d-secure-20-integration-guide.md): A concise guide to implementing 3D Secure 2.0 for PSD2 compliance. Learn about frictionless, fingerprint, and challenge flows, plus essential setup steps for seamless SCA integration in Recurly.
- [Co-badged cards guide](https://docs.recurly.com/recurly-subscriptions/docs/co-badged-cards-guide.md): A quick guide to implementing co-badged card support in Recurly.js, enabling customers to choose their preferred network at checkout.
- [Free Trial Gateway Routing Continuity ](https://docs.recurly.com/recurly-subscriptions/docs/free-trial-gateway-routing-continuity.md)
- [Payments Use Case Guides](https://docs.recurly.com/recurly-subscriptions/docs/popular-use-cases.md)
- [Kount 360 review webhook](https://docs.recurly.com/recurly-subscriptions/docs/kount-360-review-webhook-guide.md): Decide what to do after a Kount 360 review webhook updates a transaction’s fraud status.
- [Level 2 and Level 3 / CEDP](https://docs.recurly.com/recurly-subscriptions/docs/level-2-and-level-3-cedp-guide.md): Send Level 2 and Level 3 data with the Purchase API, and prep for Visa CEDP best practices.
- [MOTO (Mail Order / Telephone Order) guide](https://docs.recurly.com/recurly-subscriptions/docs/moto-mail-order-telephone-order-guide.md): If you maintain a back office of your own and want to submit transactions to Recurly that are MOTO classified, this is the guide for you!
- [Purchases guide](https://docs.recurly.com/recurly-subscriptions/docs/purchases-guide.md): A concise walkthrough of creating new customer accounts and multi-item purchases (subscriptions and one-time charges) using Recurly’s Purchase endpoint.
- [Third-party checkout guide: Adyen Web Components](https://docs.recurly.com/recurly-subscriptions/docs/third-party-checkout-guide-adyen-components.md): A step-by-step reference for wiring up Adyen Web Components to Recurly via the V3 API and Recurly.js, enabling you to accept cards, wallets, and other payment methods with tokenization and vaulting.
- [Third-party checkout guide: Stripe Elements](https://docs.recurly.com/recurly-subscriptions/docs/third-party-checkout.md): A quick guide on how to use and implement third-party elements (Stripe).
- [3D secure 2.0 with stored Billing Information](https://docs.recurly.com/recurly-subscriptions/docs/using-3d-secure-with-stored-billing-information.md)
- [Using Gateway Tokens and External NTIDs with Recurly APIs](https://docs.recurly.com/recurly-subscriptions/docs/using-gateway-tokens-and-external-ntids-with-recurly-apis.md): Merchants who are self-importing or running CIT transactions through a point of sale system or other external means can provide Recurly with the original NTID for use with future renewals.
- [Quick-start guide](https://docs.recurly.com/recurly-subscriptions/docs/quick-start-guide.md): A short, simple guide to quickly authenticate with Recurly, choose a client library, and create a plan for billing customers.
- [Upgrade to API V3](https://docs.recurly.com/recurly-subscriptions/docs/upgrade-to-api-v3.md): A comprehensive overview of changes when migrating from Recurly API v2 to v3, detailing HTTP protocol updates, authentication, JSON-based requests, and client library behavior.
- [Aynchronous payments webhook guide](https://docs.recurly.com/recurly-subscriptions/docs/asynchronous-payments-guides.md)
- [Webhooks Use Case guides](https://docs.recurly.com/recurly-subscriptions/docs/webhooks-use-case-guides.md): A comprehensive guide to managing webhook events, including use cases, and links to our documentation.
- [Synchronous payments webhook guide](https://docs.recurly.com/recurly-subscriptions/docs/synchronous-payments-guides.md)
- [Coupons and discounts guide](https://docs.recurly.com/recurly-subscriptions/docs/coupons-and-discounts-guide.md): Learn how to create and apply coupons programmatically using Recurly’s API, from single mass-distribution codes to per-account redemptions.
- [Quantity-based pricing guide](https://docs.recurly.com/recurly-subscriptions/docs/quantity-based-pricing-guide.md): Learn how to configure quantity-based pricing models (tiered, volume, and stairstep) on Recurly plans using items and add-ons. This guide shows you how to create plans and subscriptions that automatically adjust pricing based on the number of units purchased.
- [Usage-based pricing guide](https://docs.recurly.com/recurly-subscriptions/docs/usage-based-pricing-guide.md): Learn how to configure usage-based billing in Recurly by setting up usage plan add-ons and logging usage records. This guide demonstrates both percentage-based and quantity-based usage models, covering creation, subscription, and updating of usage records for real-time or post-event billing.
- [Subscription management guide](https://docs.recurly.com/recurly-subscriptions/docs/managing-subscription-methods-guides.md): Learn how to modify existing Recurly subscriptions through upgrades, downgrades, postponements, pauses, expirations, and more. This guide shows you how to leverage Recurly’s Subscription endpoints to efficiently manage subscription lifecycles.
- [ Subscription add-ons guide](https://docs.recurly.com/recurly-subscriptions/docs/subscription-add-ons-guide.md): A step-by-step guide to programmatically manage Subscription Add-Ons with Recurly’s API, including attaching new Add-Ons, modifying existing ones, and removing Add-Ons in a single request.
- [API transaction errors](https://docs.recurly.com/recurly-subscriptions/docs/api-transaction-errors.md): A reference for understanding and handling transaction errors returned by Recurly when gateway declines occur, complete with example XML and JSON error payloads.
- [Overview: App Management](https://docs.recurly.com/recurly-subscriptions/docs/app-management-overview.md): Recurly App Management combines subscription metrics across Apple App Store and Google Play through a simple, automated data sync.
- [API support and webhooks](https://docs.recurly.com/recurly-subscriptions/docs/api-support-and-webhooks.md): This page provides detail about the API endpoints involved with App Management, and the webhook events that are triggered as part of subscription lifecycle events
- [App Management](https://docs.recurly.com/recurly-subscriptions/docs/app-management.md): Review this page to see to gain a better understanding of what App Management offers, and how it works
- [Integration best practices](https://docs.recurly.com/recurly-subscriptions/docs/integration-best-practices.md): Recurly Professional Services has put together the following guide to help ensure you are successful integrating Recurly with Apple and Google. It is important to still carefully read through the <a href="https://docs.recurly.com/docs/app-management" target="_blank">App Management help pages</a> prior to this guide, as those pages cover additional key details.
- [App Management setup](https://docs.recurly.com/recurly-subscriptions/docs/step-by-step-process.md): This page will guide you through the process to connect your Apple and Google apps, configure App Management, and initiate a migration
- [Using App Management](https://docs.recurly.com/recurly-subscriptions/docs/using-app-management.md): After you have connected your mobile apps and configured App Management, this page details out how to use App Management to get visibility into your app subscriptions
- [Sell and manage Apple subscriptions through Recurly](https://docs.recurly.com/recurly-subscriptions/docs/sell-and-manage-apple-subscriptions-through-recurly.md): Streamline web-based subscription checkouts outside the App Store with Recurly’s secure, customizable payment solutions.
- [Account updater](https://docs.recurly.com/recurly-subscriptions/docs/account-updater.md): Recurly’s Account Updater service monitors your customers’ Mastercard®, Visa®, Discover®, and American Express® credit cards for changes, making updates in Recurly's records whenever necessary. Maximize revenue retention with Recurly's Account Updater—keeping customer payment details always up-to-date.
- [Backup payment method](https://docs.recurly.com/recurly-subscriptions/docs/backup-payment-method.md): Ensure seamless transactions and reduce involuntary churn with Recurly's Backup Payment Method.
- [Dunning campaigns](https://docs.recurly.com/recurly-subscriptions/docs/dunning-management.md): Maximize revenue recovery with Recurly's Dunning Campaigns. Tailor your collection strategies, optimize email notifications, and manage failed transactions seamlessly.
- [Expired card management](https://docs.recurly.com/recurly-subscriptions/docs/expired-card-management.md): Automate the management of expired cards to boost revenue, reduce churn, and enhance subscriber experiences.
- [Involuntary churn](https://docs.recurly.com/recurly-subscriptions/docs/involuntary-churn.md): Minimize revenue leakage by effectively managing involuntary churn. Implement strategies and tools designed to retain customers and ensure consistent revenue streams.
- [Intelligent retries](https://docs.recurly.com/recurly-subscriptions/docs/retry-logic.md): Boost payment success with Recurly's Intelligent Retries. Harness machine learning for optimized transaction retries.
- [Static retries](https://docs.recurly.com/recurly-subscriptions/docs/static-retries.md)
- [Overview: Churn management](https://docs.recurly.com/recurly-subscriptions/docs/overview-1.md): Churn is the enemy of every subscription business. Reducing customer churn requires smart churn tools and strategies.
- [Voluntary churn](https://docs.recurly.com/recurly-subscriptions/docs/voluntary-churn.md): Learn how to reduce voluntary churn with flexible subscription pauses and targeted messaging via Recurly Engage.
- [Browser support](https://docs.recurly.com/recurly-subscriptions/docs/browser-support.md): Browser versions and platforms officially supported by the Recurly application, hosted solutions, and Recurly Checkout.
- [Customer success manager](https://docs.recurly.com/recurly-subscriptions/docs/customer-success-manager.md): Unlock your business's full potential with Recurly's Customer Success services! Our team serves to champion our clients by proactively understanding their needs and goals, providing partnership, best-practices, data-driven insights and guidance throughout the client journey.
- [Do you need help?](https://docs.recurly.com/recurly-subscriptions/docs/do-you-need-help.md): An overview of the support channels, sales resources, and documentation available to Recurly customers.
- [Recurly's overview](https://docs.recurly.com/recurly-subscriptions/docs/getting-started-recurly.md): Delve into a comprehensive guide on initiating your journey with Recurly, covering the essential steps from setup to going live. Gain insights into creating flexible plans, ensuring secure payments, and managing subscriptions efficiently.
- [Go live checklist](https://docs.recurly.com/recurly-subscriptions/docs/go-live.md): A step-by-step checklist covering everything you need to set up, test, and launch your Recurly integration — from sandbox to production.
- [Professional services](https://docs.recurly.com/recurly-subscriptions/docs/professional-services.md): An overview of Recurly's onboarding, migration, and optimization services available to help you implement, integrate, and get the most out of the platform.
- [Managed services](https://docs.recurly.com/recurly-subscriptions/docs/managed-services.md): A prepaid hourly retainer that gives you on-demand access to Recurly experts for ongoing technical execution, configuration, and implementation support.
- [Sandbox features to discover](https://docs.recurly.com/recurly-subscriptions/docs/sandbox-features-to-discover.md): An overview of the key Recurly features and settings to explore and configure in your sandbox before going live.
- [Checkout analytics dashboard](https://docs.recurly.com/recurly-subscriptions/docs/checkout-dashboard.md): Dive deep into Recurly Checkout data to analyze performance at driving cart conversion to acquire subscribers and sell products.
- [Checkout](https://docs.recurly.com/recurly-subscriptions/docs/checkout.md): A guide to Recurly Checkout, covering how sessions, hostnames, configurations, and styles work together to deliver a customizable, PCI-compliant subscription checkout experience.
- [Hosted account management](https://docs.recurly.com/recurly-subscriptions/docs/hosted-account-management.md): Simplify customer experience with Recurly's Hosted Account Management. Deliver white-labeled subscription pages or support your customers with pre-built hosted pages.
- [Hosted pages](https://docs.recurly.com/recurly-subscriptions/docs/hosted-pages.md): An overview of Recurly's Hosted Pages suite, including Checkout, Hosted Payment Pages, and Hosted Account Management — PCI-compliant, out-of-the-box solutions for subscription sign-up and account management.
- [Hosted payment page](https://docs.recurly.com/recurly-subscriptions/docs/hosted-payment-pages.md): Set up and customize Recurly's Hosted Payment Pages to collect subscriptions securely with minimal technical integration.
- [Adyen Web Components](https://docs.recurly.com/recurly-subscriptions/docs/adyen-web-components.md): Accept and tokenize Adyen Web Components in Recurly for a seamless, branded checkout experience powered by Recurly.js.
- [REST API keys](https://docs.recurly.com/recurly-subscriptions/docs/api-keys.md): Integrate and communicate effortlessly with Recurly using secure REST API keys.
- [Implementing Recurly](https://docs.recurly.com/recurly-subscriptions/docs/integration-paths.md): Recurly offers a suite of versatile integration methods tailored for every need, whether you're looking to dive deep with direct API access, enhance your website's functionality with Recurly.js, or seamlessly incorporate Recurly into your mobile applications. This section provides an overview of each integration method, ensuring you choose the right fit for your platform.
- [Native Mobile SDKs](https://docs.recurly.com/recurly-subscriptions/docs/native-mobile-sdks.md): Elevate your mobile app experience with seamless integration of recurrent payments.
- [Recurly.js](https://docs.recurly.com/recurly-subscriptions/docs/recurlyjs.md): Seamlessly integrate secure payment processes with a tailored user experience.
- [Stripe Payment Elements](https://docs.recurly.com/recurly-subscriptions/docs/stripe-payment-elements.md): Accept and tokenize Stripe Payment Elements in Recurly for a fully customizable, secure checkout experience.
- [Webhooks (JSON & XML)](https://docs.recurly.com/recurly-subscriptions/docs/webhooks.md): Seamless synchronization with Recurly actions using Webhooks.
- [Avalara for Communications (AFC)](https://docs.recurly.com/recurly-subscriptions/docs/afc.md): Explore the integration of Avalara for Communications (AFC) with Recurly, designed for communication service providers offering a broad spectrum of services such as VoIP, IoT, Streaming, and more. Automate your communication tax calculation and remittance effortlessly with this integration.
- [Avalara AvaTax integration](https://docs.recurly.com/recurly-subscriptions/docs/avalara.md): Experience seamless tax compliance with Avalara AvaTax, our integrated solution providing precise and immediate sales tax decisions for Recurly users. Utilize Avalara's advanced sales tax engine directly within your Recurly site for accuracy and efficiency.
- [Accounting, fraud and taxes](https://docs.recurly.com/recurly-subscriptions/docs/accounting-fraud-and-taxes.md): Seamlessly integrate your platform with leading accounting, fraud prevention, and tax solutions. Enhance efficiency, accuracy, and security.
- [Kount (fraud) integration](https://docs.recurly.com/recurly-subscriptions/docs/kount.md): Integrate with Kount for advanced fraud protection, ensuring safer transactions and a more secure customer experience.
- [QuickBooks Online integration](https://docs.recurly.com/recurly-subscriptions/docs/quickbooks.md): Seamlessly integrate Recurly with QuickBooks Online to optimize your subscription billing and financial reporting.
- [Oracle NetSuite integration](https://docs.recurly.com/recurly-subscriptions/docs/recurly-for-oracle-netsuite.md): Unify your subscription billing with financial management by integrating Recurly with Oracle NetSuite.
- [Vertex tax integration](https://docs.recurly.com/recurly-subscriptions/docs/vertex.md): Unlock global tax calculation on your Recurly invoices with Vertex O Series or Vertex Cloud integration. Seamlessly calculate and apply accurate taxes to enhance compliance and efficiency.
- [Xero integration](https://docs.recurly.com/recurly-subscriptions/docs/xero.md): Recurly for Xero enables your billing data from Recurly to be integrated with Xero in an efficient, reliable, and repeatable manner. Merchants can use this integration to calculate accounts receivable and bank account balances from inside of Xero.
- [Data and analytics](https://docs.recurly.com/recurly-subscriptions/docs/data-and-analytics.md): Unlock powerful insights and automate workflows with our Data & Analytics integrations. Connect with leading platforms to drive data-driven decisions.
- [Snowflake integration](https://docs.recurly.com/recurly-subscriptions/docs/snowflake-integration.md): Connect Recurly to Snowflake for automatic hourly data exports — no ETL pipelines, no third-party tools, no manual intervention.
- [Integration partners](https://docs.recurly.com/recurly-subscriptions/docs/integrations.md): Explore a comprehensive list of Recurly's integration partners, offering seamless solutions to enhance your subscription management. Discover tools, platforms, and services that integrate effortlessly with Recurly to optimize your business processes.
- [Merchant of record](https://docs.recurly.com/recurly-subscriptions/docs/merchant-of-record.md): A quick guide to the merchant-of-record model and where to configure your Reach MoR integration in Recurly.
- [Reach integration](https://docs.recurly.com/recurly-subscriptions/docs/reach-integration.md): A turnkey integration that lets you plug Reach’s global MoR capabilities—local gateways and tax —directly into Recurly’s subscription management.
- [Braze integration](https://docs.recurly.com/recurly-subscriptions/docs/braze-integration.md): Elevate your customer engagement platform with Recurly's seamless integration with Braze.
- [Sales, marketing and services](https://docs.recurly.com/recurly-subscriptions/docs/sales-marketing-and-services.md): Empower your sales, marketing, and service teams with seamless integrations to industry-leading platforms. Drive growth, engagement, and customer satisfaction.
- [MailChimp integration](https://docs.recurly.com/recurly-subscriptions/docs/mailchimp.md): Elevate your email marketing campaigns with Recurly's seamless integration with MailChimp.
- [Recurly Engage integration](https://docs.recurly.com/recurly-subscriptions/docs/recurly-engage-integration.md): Drive action across your in-app subscriber lifecycle with Recurly's integration with Recurly Engage.
- [Zendesk integration](https://docs.recurly.com/recurly-subscriptions/docs/recurly-for-zendesk.md): Integrate Recurly with Zendesk for enhanced customer service capabilities.
- [Salesforce integration](https://docs.recurly.com/recurly-subscriptions/docs/salesforce-recurly.md): Seamlessly integrate Recurly with Salesforce for efficient data synchronization, enhanced workflows, and improved business processes.
- [SendGrid](https://docs.recurly.com/recurly-subscriptions/docs/sendgrid.md): Learn how to connect your Recurly account to SendGrid using your own API key to improve email deliverability, gain analytics visibility, and control how emails reach your subscribers.  <br />
- [Workflow automation](https://docs.recurly.com/recurly-subscriptions/docs/workflow-automation.md): Enhance your efficiency with Recurly's workflow automation through our Integration Partners. Discover how to automate tasks and streamline operations, connecting our platform to a wide array of applications.
- [Tray.io integration](https://docs.recurly.com/recurly-subscriptions/docs/trayio-integration.md): Simplify and enhance your Recurly integration with Tray.io's high volume connectivity and automation tools.
- [Zapier integration](https://docs.recurly.com/recurly-subscriptions/docs/zapier.md): Effortlessly connect Recurly with other applications using Zapier for streamlined workflows and enhanced data synchronization.
- [Chargeback management for cards](https://docs.recurly.com/recurly-subscriptions/docs/chargeback-management-for-cards.md)
- [Currency support](https://docs.recurly.com/recurly-subscriptions/docs/currency-support-by-gateway.md): The Currency Support feature in Recurly is designed to help merchants manage and process transactions in multiple currencies. This capability ensures that businesses can accommodate various local currencies, enhancing their ability to serve a global customer base.
- [Custom gateway routing (merchant-initiated)](https://docs.recurly.com/recurly-subscriptions/docs/custom-gateway-routing-configuration.md): Navigate the seamless route towards efficient transaction handling with Recurly's Custom Gateway Routing. Tailor your financial avenues by directing transactions through specified payment gateways, ensuring optimal fund management, enhanced acceptance rates, and a bolstered financial reporting structure.
- [Fraud management](https://docs.recurly.com/recurly-subscriptions/docs/fraud-management.md): Attract a larger audience and secure customer trust with superior fraud prevention mechanisms built right into your Recurly setup, courtesy of Kount's expertise.
- [Multiple gateway configuration](https://docs.recurly.com/recurly-subscriptions/docs/gateway-configuration.md)
- [Gateway failover](https://docs.recurly.com/recurly-subscriptions/docs/gateway-failover.md): Ensure seamless transaction processing during primary gateway downtimes with Recurly's Gateway Failover feature, which automatically routes transactions to a backup gateway and reverts back post resolution.
- [Payment gateway & merchant account overview](https://docs.recurly.com/recurly-subscriptions/docs/gateway-merchant-account-overview.md): Recurly enables you to easily process recurring payments. Setting up a Recurly account is just the first step – you’ll also need to connect a payment gateway and merchant account to be able to accept credit cards.
- [Gateway specific information for invoice numbers](https://docs.recurly.com/recurly-subscriptions/docs/gateway-specific-information-for-invoice-numbers.md): Gateways each have their own specific attributes that are used for transactions.  Invoice numbers are often sent but can be used differently per gateway.
- [Gateways and token support](https://docs.recurly.com/recurly-subscriptions/docs/gateway-token-support.md): Understand how Recurly supports gateway tokens, network tokens, and where payment data is stored.
- [How to test your gateway](https://docs.recurly.com/recurly-subscriptions/docs/how-to-test-your-gateway.md): Ensure seamless payment processing by testing your gateway configuration in Recurly. Verify communication and transaction capabilities quickly and efficiently in just a few steps.
- [Gateway configuration and features](https://docs.recurly.com/recurly-subscriptions/docs/gateway-configuration-and-features.md): Engage in secure, adaptable, and efficient payment processing with Recurly's Gateway Configuration & Features. Discover a spectrum of functionalities crafted to support your business's diverse payment processing needs.
- [NACHA verification](https://docs.recurly.com/recurly-subscriptions/docs/nacha-verification.md): Effortlessly comply with NACHA regulations with Recurly's pre-verification feature, ensuring seamless ACH transactions and reduced instances of bad accounts or fraudulent transactions.
- [Payment descriptors](https://docs.recurly.com/recurly-subscriptions/docs/payment-descriptors.md): Ensure seamless payment processing by using default dynamic payment descriptors with your gateway. Ensure your plans and invoice descriptions are set up properly for bank statements.
- [Gateways & payment methods configuration](https://docs.recurly.com/recurly-subscriptions/docs/payment-gateways.md): Payment gateways are responsible for processing transactions and distributing funds into your merchant bank account.
- [Direct debit retries](https://docs.recurly.com/recurly-subscriptions/docs/sepa-retries.md): Streamline your Direct Debit payments with Recurly's Automatic retries! Our new feature supports automated retries for failed SEPA, ACH, BACS, and BECS payments due to Insufficient Funds, exclusively on Adyen, Stripe, WorldPay, and GoCardless gateways. Say goodbye to manual retries and involuntary churn; let Recurly do the heavy lifting and help keep your customers on board.
- [Test gateway](https://docs.recurly.com/recurly-subscriptions/docs/test.md): Effortlessly test your transaction configurations with Recurly's Test Gateway, ensuring seamless live operations.
- [Overview: Payment orchestration](https://docs.recurly.com/recurly-subscriptions/docs/overview-4.md): Optimize, simplify, and secure complex payment processing with a symphony of resources that reach and win subscribers anywhere in the world you choose to play.
- [Adyen](https://docs.recurly.com/recurly-subscriptions/docs/adyen.md): Harness the power of Adyen's global payment solutions, seamlessly integrated with Recurly, to elevate your business's payment experience.
- [Amazon Pay V2](https://docs.recurly.com/recurly-subscriptions/docs/amazon-pay-v2.md): Amazon Pay V2 on Recurly offers a streamlined, secure way for customers to pay using their Amazon account information. It enhances the subscription experience by leveraging familiar Amazon payment methods.
- [Authorize.net](https://docs.recurly.com/recurly-subscriptions/docs/authorizenet.md): Harness the power of Authorize.net’s global payment solutions, seamlessly integrated with Recurly, to elevate your business's payment experience.
- [Braintree](https://docs.recurly.com/recurly-subscriptions/docs/braintree-rd.md): Integrate Braintree seamlessly into your Recurly account for efficient and secure payments processing.
- [Chase Paymentech Orbital](https://docs.recurly.com/recurly-subscriptions/docs/chase-paymentech-orbital.md): Effortlessly integrate Recurly with Chase Paymentech Orbital, Salem Platform to optimize your payment processing capabilities.
- [Check Commerce](https://docs.recurly.com/recurly-subscriptions/docs/check-commerce.md): Simplify and secure your ACH payments with Check Commerce through Recurly.
- [Checkout.com](https://docs.recurly.com/recurly-subscriptions/docs/checkoutcom.md): Configure Checkout.com as a payment gateway in Recurly to accept credit cards, Apple Pay, and Google Pay across global markets.
- [Commerce Hub by Fiserv](https://docs.recurly.com/recurly-subscriptions/docs/commerce-hub.md): Seamless and secure payment processing with Commerce Hub integration for Recurly.
- [Cybersource](https://docs.recurly.com/recurly-subscriptions/docs/cybersource.md): Seamless and secure payment processing with CyberSource integration for Recurly.
- [Ebanx (APAC and LATAM)](https://docs.recurly.com/recurly-subscriptions/docs/ebanx-gateway.md): Ebanx Gateway: A secure and innovative payment platform enabling seamless transactions, advanced data analytics, and enhanced customer experiences for businesses wanting to expand internationally.
- [FreedomPay](https://docs.recurly.com/recurly-subscriptions/docs/freedompay.md): FreedomPay Gateway: A secure and innovative payment platform enabling seamless transactions, advanced data analytics, and enhanced customer experiences for retail, e-commerce, and SaaS businesses.
- [GoCardless](https://docs.recurly.com/recurly-subscriptions/docs/gocardless.md): GoCardless gateway integration documentation, configuration, implementation.
- [Payment gateways](https://docs.recurly.com/recurly-subscriptions/docs/payment-gateways-1.md): Explore a comprehensive range of payment gateways integrated with Recurly, each bringing a unique blend of features, geographic and currency support, ensuring a seamless, secure, and global payment processing experience.
- [Nuvei](https://docs.recurly.com/recurly-subscriptions/docs/nuvei.md): Set up Nuvei in Recurly to process cards and wallets, enable 3D Secure, and meet browser data requirements.
- [PayPal Complete](https://docs.recurly.com/recurly-subscriptions/docs/paypal-complete.md): PayPal Complete is the latest and greatest payment gateway solution by PayPal that simplifies the payment process by accommodating a variety of PayPal payment methods within one single integration. Incorporating PayPal Complete into Recurly is swift and hassle-free, eliminating the need to acquire a separate merchant account
- [Stripe](https://docs.recurly.com/recurly-subscriptions/docs/stripe.md): Discover seamless financial transactions with Recurly's Stripe integration, allowing easy account setup and ensuring continuity with Gateway Failover for a streamlined payment process that adapts to your business needs.
- [TSYS](https://docs.recurly.com/recurly-subscriptions/docs/tsys.md): Enhance your payment operations with the TSYS Gateway, designed to integrate seamlessly with Recurly, facilitating secure and efficient transactions for merchants in the US.
- [WorldPay US eCommerce (formerly Vantiv)](https://docs.recurly.com/recurly-subscriptions/docs/vantiv.md): Experience secure and efficient payment processing with Recurly’s integration for WorldPay eCommerce (formerly known as Vantiv). Leverage the potential of an established platform offering account update automation and fraud filtering, ensuring a smooth payment experience.
- [Worldpay - Global e-commerce](https://docs.recurly.com/recurly-subscriptions/docs/worldpaydlocal-latam-support.md): Unlock the potential of the Global e-commerce landscape by integrating Recurly with WorldPay and Ebanx/dLocal. This powerful collaboration simplifies navigation through the region's complex payment ecosystem, offering robust support for local currencies and preferred card brands, facilitating seamless expansion.
- [ACH (US only)](https://docs.recurly.com/recurly-subscriptions/docs/ach-bank-payments.md): Recurly's ACH payment method, a US-exclusive feature, allows for direct and easy transactions right from a customer's bank account, bypassing the need for credit card processors and physical checks, hence, revolutionizing payment solutions with streamlined processes.
- [Amazon Pay](https://docs.recurly.com/recurly-subscriptions/docs/amazon-pay.md): Integrate Amazon Pay, the trusted payment solution from Amazon, into your Recurly payment gateway to provide a smooth subscription payment experience leveraging a platform utilized by millions of Amazon customers worldwide.
- [Apple Pay on the Web](https://docs.recurly.com/recurly-subscriptions/docs/apple-pay-on-the-web.md): Enable seamless transactions on your web pages with Recurly's Apple Pay on the Web integration. Offer your customers a secure, fast, and streamlined payment experience with just a touch or a glance.
- [BACS (UK Only)](https://docs.recurly.com/recurly-subscriptions/docs/bacs.md): Harness the convenience of direct debit payments globally with Recurly's integration with GoCardless, facilitating smooth BACS transactions to enhance your business operations.
- [BECS](https://docs.recurly.com/recurly-subscriptions/docs/becs.md)
- [Boleto](https://docs.recurly.com/recurly-subscriptions/docs/boleto.md): Easily integrate Boleto, a leading Brazilian payment method, with Recurly for seamless transactions and increased market outreach.
- [Cash App Pay](https://docs.recurly.com/recurly-subscriptions/docs/cash-app-pay.md): Integrate Cash App Pay, a trusted peer-to-peer wallet option, into your Recurly payment gateway to provide a smooth subscription payment experience leveraging a platform utilized by millions of Cash App customers worldwide.
- [Credit cards](https://docs.recurly.com/recurly-subscriptions/docs/credit-cards.md): Harness the power and flexibility of Recurly's credit card processing solutions. Securely and efficiently handle your recurring transactions with support for a range of credit and debit card types, backed by the most popular gateways worldwide.
- [Google Pay™](https://docs.recurly.com/recurly-subscriptions/docs/google-pay.md): Leverage Google Pay™ with Recurly to offer a seamless and simplified checkout experience for your customers, facilitating transactions through payment details stored in their Google accounts.
- [iDEAL](https://docs.recurly.com/recurly-subscriptions/docs/ideal.md): Navigate through the seamless integration of iDEAL, the predominant online payment method in the Netherlands, into your Recurly checkout flow, offering your customers a familiar and trusted payment platform while enhancing your business prospects in the region.
- [Payment methods](https://docs.recurly.com/recurly-subscriptions/docs/payment-methods.md): Discover an extensive range of payment methods integrated within Recurly, ensuring your business caters to a global audience with diversified payment preferences
- [Klarna (BNPL, Pay Now, Pay Later)](https://docs.recurly.com/recurly-subscriptions/docs/klarna-bnpl-pay-now-pay-later.md): Klarna allows customers to choose from Klarna's flexible payment options. Choose to pay in 4 interest-free payments, pay the full amount immediately, or pay later on their pay day.
- [Mercado Pago](https://docs.recurly.com/recurly-subscriptions/docs/mercadopago.md): Mercado Pago is Latin America's largest digital payment platform and wallet, valued for offering secure, versatile payment methods such as subscriptions, which promotes financial inclusion for millions.
- [Venmo](https://docs.recurly.com/recurly-subscriptions/docs/pay-with-venmo.md): Integrate Venmo™, the favored payment platform of the next-gen subscriber base, into your Recurly payment gateway and offer a frictionless subscription payment experience leveraging a platform with over 52 million active users.
- [PayPal](https://docs.recurly.com/recurly-subscriptions/docs/paypal-payments.md): Enhance your Recurly checkout experience with PayPal, offering seamless transactions through familiar PayPal services including Express Checkout and One Touch™. Discover the prerequisites, limitations, and best case use scenarios for this integration below.
- [Pix Automático](https://docs.recurly.com/recurly-subscriptions/docs/pix-automatico.md): Integrate Pix Automático, the favored payment platform of the next-gen Brazilian subscriber base, into your Recurly payment gateway and offer a frictionless subscription payment experience leveraging a platform with over 168 million registered users.
- [Prepaid and gift cards](https://docs.recurly.com/recurly-subscriptions/docs/prepaid-and-gift-cards.md): Recurly provides credit card processing solutions that support a variety of credit and debit card types, offering secure and efficient handling of recurring transactions through globally recognized gateways.
- [Revolut](https://docs.recurly.com/recurly-subscriptions/docs/revolut.md): Revolut Pay, developed by Revolut, a global finance app, is a digital wallet payment method. Revolut Pay uses the customer’s stored balance or cards to fund the payment, and offers the option for non-Revolut customers to save their details after their first purchase.
- [SEPA](https://docs.recurly.com/recurly-subscriptions/docs/sepa-direct-debit.md): Discover how to expand your business reach in the European Union (EU) by leveraging SEPA Direct Debit through Recurly, a secure and trusted way to process one-off or recurring Euro-denominated payments.
- [Klarna Debit Risk (formerly Sofort)](https://docs.recurly.com/recurly-subscriptions/docs/sofort.md): Seamlessly integrate Sofort (Klarna Debit Risk), a dominant online banking payment method in regions including Germany and Austria, into your Recurly system, allowing for secure and efficient transactions in multiple currencies including EUR, CHF, and GBP.
- [Link Pay by Stripe](https://docs.recurly.com/recurly-subscriptions/docs/stripe-link-pay.md): Link allows your customers to select a saved payment method at checkout instead of entering payment information every time they check out. Your customers can save their credit cards, debit cards, or US bank accounts for faster checkout at any Link-enabled business.
- [UPI AutoPay](https://docs.recurly.com/recurly-subscriptions/docs/upi-autopay.md): Unlock Subscriptions in India by integrating Recurly with Ebanx, thus enabling UPI AutoPay, a secure and popular payment method in India, specifically built for subscriptions, for your business needs.
- [Payment settings](https://docs.recurly.com/recurly-subscriptions/docs/payment-settings.md): Enable AVS and CVV fraud rules to secure your account. Also, turn on Account Updater with user-friendly toggles. These features provide access to some of the best income recovery resources available in the industry.
- [Currencies](https://docs.recurly.com/recurly-subscriptions/docs/currencies.md): Recurly supports 141 currencies, letting you price plans independently per currency and present charges to customers in their preferred local denomination — no conversion performed.
- [Fixed recurring pricing](https://docs.recurly.com/recurly-subscriptions/docs/fixed-recurring-pricing.md): Set up a subscription plan with a fixed base charge — simple for straightforward billing or configurable for complex, multi-period commitments.
- [Tiered, volume and stairstep pricing](https://docs.recurly.com/recurly-subscriptions/docs/-tiered-stairstep-and-volume-pricing.md): Learn how tiered, volume, and stairstep pricing models work in Recurly, and how to configure each one on a plan or add-on.
- [Hybrid pricing](https://docs.recurly.com/recurly-subscriptions/docs/hybrid-pricing.md): Hybrid pricing lets you combine recurring, quantity-based, usage-based, and one-time charges into a single transaction, so subscribers can purchase a subscription and custom products together at checkout.
- [Pricing models](https://docs.recurly.com/recurly-subscriptions/docs/billing-models.md): Choose the perfect Pricing Model for your business with Recurly. From Fixed Recurring to Hybrid Pricing, tailor your pricing to maximize revenue. Explore our guide to understand how to leverage these models.
- [One-time pricing](https://docs.recurly.com/recurly-subscriptions/docs/one-time-pricing.md): Recurly's one-time billing model lets merchants charge setup fees and sell non-recurring items alongside subscriptions — or as standalone purchases — using the item catalog.
- [Prepaid account balance](https://docs.recurly.com/recurly-subscriptions/docs/prepaid-account-balance.md): Prepaid account balance lets customers pay in advance, building a balance that automatically offsets future subscription and one-time purchase invoices.
- [Quantity-based pricing](https://docs.recurly.com/recurly-subscriptions/docs/quantity-based-pricing.md): Configure tiered, volume, or stairstep pricing models in Recurly to charge customers based on the number of units they purchase.
- [Ramp pricing](https://docs.recurly.com/recurly-subscriptions/docs/ramp-pricing.md): Configure subscription prices that increase or decrease over time using Recurly's ramp pricing — ideal for introductory offers and customer loyalty programs.
- [Decimal pricing](https://docs.recurly.com/recurly-subscriptions/docs/decimal-pricing.md): Recurly's decimal pricing supports up to nine decimal places for usage add-on unit prices, enabling precise per-unit billing for businesses whose cost-per-unit is a fractional value.
- [Usage-based billing](https://docs.recurly.com/recurly-subscriptions/docs/usage-based-billing.md): Recurly's usage-based billing model lets you charge customers at the end of each billing cycle based on actual consumption, with flexible add-on pricing strategies, measured units, and full API support for logging and managing usage.
- [Overview: Plans, pricing & promotions](https://docs.recurly.com/recurly-subscriptions/docs/overview.md): Quickly configure and launch new offers, dial in best pricing, upsell one-time products, celebrate with gift subscriptions, and entice customers through discounted promotions.
- [Add-ons](https://docs.recurly.com/recurly-subscriptions/docs/add-ons.md): Elevate your subscription model with Recurly's versatile Add-ons. Tailor pricing, design unique add-ons or reuse items across plans, and enjoy flexible billing options. Streamline your product setup and enhance your offerings effortlessly.
- [Item catalog](https://docs.recurly.com/recurly-subscriptions/docs/catalog.md): How to create, manage, and sell items from the Recurly item catalog as one-time charges, plan add-ons, and recurring subscription charges.
- [Line items](https://docs.recurly.com/recurly-subscriptions/docs/line-items.md): Learn how line items are displayed on invoices and how they impact totals, taxes, and hosted page displays.
- [Plan structure](https://docs.recurly.com/recurly-subscriptions/docs/plan-structure.md): Design and organize your product catalog with Recurly's robust Plan Structure. Create and manage comprehensive Plans, Add-ons, and Items efficiently. Dive into our guide to unlock its potential.
- [Plans](https://docs.recurly.com/recurly-subscriptions/docs/plans.md): How to create, configure, update, duplicate, and delete subscription plans in Recurly — including billing cycles, pricing models, price segments, and add-ons.
- [Bulk unique coupons](https://docs.recurly.com/recurly-subscriptions/docs/bulk-unique-coupons.md): Create large-scale coupon campaigns made up of thousands of individually unique codes — each trackable, targetable, and reported on as part of a single unified campaign in Recurly.
- [Coupons & discounts](https://docs.recurly.com/recurly-subscriptions/docs/coupons.md): Create and manage coupons and discounts in Recurly — configure discount types, duration, redemption rules, and eligible plans or items to run targeted promotions for your subscribers.
- [Multiple coupons per account](https://docs.recurly.com/recurly-subscriptions/docs/multiple-coupons-per-account.md): Enable multiple coupons per account to let subscribers stack discounts across campaigns, and configure how percentage and fixed amount discounts are sequenced and calculated on each invoice.
- [Free trial management](https://docs.recurly.com/recurly-subscriptions/docs/free-trial-management.md): Configure free trial periods on Recurly plans — set duration in days or months, choose whether to require billing information, and automatically convert trials to paid subscriptions at the end of the period.
- [Gift cards dashboard](https://docs.recurly.com/recurly-subscriptions/docs/gift-cards-dashboard.md): Use the Gift Cards dashboard to search, view, and manage gift card transactions — including status filtering, delivery edits, and exports.
- [Gift cards](https://docs.recurly.com/recurly-subscriptions/docs/gift-cards.md): Configure and manage Recurly's gift card program — including product setup, purchasing, redemption, delivery management, and third-party integrations.
- [Gift subscriptions](https://docs.recurly.com/recurly-subscriptions/docs/gift-subscriptions.md): Set up gift subscriptions in Recurly using gift cards or gift plans — each with a distinct fulfillment model suited to different business needs.
- [Promotions](https://docs.recurly.com/recurly-subscriptions/docs/promotions.md): Recurly's promotions tools — free trials, coupons and discounts, gift subscriptions, and gift cards — help you acquire new customers, drive conversions, and build long-term loyalty.
- [Compass Assistant](https://docs.recurly.com/recurly-subscriptions/docs/compass-assistant.md): An extension of your team.  Compass Assistant is an AI-powered chat that can help you make smarter, faster decisions to grow your subscription business.
- [Overview: Recurly Compass](https://docs.recurly.com/recurly-subscriptions/docs/recurly-compass.md): An extension of your team. Recurly Compass AI-powered tools help you make smarter, faster decisions to grow your subscription business.
- [Overview: Recurly Recover](https://docs.recurly.com/recurly-subscriptions/docs/overview-recurly-recover.md): Submit past-due invoices to Recurly's retry engine for collection, independent of your billing platform.
- [3D Secure](https://docs.recurly.com/recurly-subscriptions/docs/3d-secure.md): Add PSD-2 compliant 3-D Secure (3DS 2.x) flows to your Recurly.js checkout so card-holders can complete issuer-mandated authentication without leaving your page.
- [Amazon Pay](https://docs.recurly.com/recurly-subscriptions/docs/amazon-pay-v2-js.md): Quickly add Amazon Pay v2 to your checkout: render Amazon’s button, start the pop-up payment flow, and receive a short-lived Recurly token you can pass to any v3 API endpoint.
- [Apple Pay](https://docs.recurly.com/recurly-subscriptions/docs/apple-pay.md): Enable and run Apple Pay checkout flows in Recurly.js—including button display, payment-sheet handling, and optional Braintree support.
- [Bank accounts: US, IBAN, BACS, BECS](https://docs.recurly.com/recurly-subscriptions/docs/bank-accounts-us-iban-bacs-becs.md): Collect and tokenize U.S., IBAN/SEPA, UK (Bacs), and Australian (Becs) bank-account details with Recurly.js, then exchange the token for a secure ACH/SEPA/Bacs/Becs payment.
- [Boleto, iDEAL, Sofort, and CashApp](https://docs.recurly.com/recurly-subscriptions/docs/boleto-ideal-sofort-and-cashapp.md): Implement Boleto, iDEAL, Sofort, and Cash App with a single Recurly.js integration that renders the Adyen payment component, handles tokenization, and returns a secure payment-method token for your server-side purchase call.
- [Elements](https://docs.recurly.com/recurly-subscriptions/docs/elements.md): Full reference for **Recurly.js Elements**—creating groups and fields, attaching them to your DOM, configuring styles, and handling events.
- [Recurly Engage](https://docs.recurly.com/recurly-subscriptions/docs/engage.md): Use Recurly Engage with Recurly.js
- [Errors](https://docs.recurly.com/recurly-subscriptions/docs/errors.md): Central reference for `RecurlyError`—learn the common error codes, when they’re emitted, and how to surface customer-friendly messages.
- [Events](https://docs.recurly.com/recurly-subscriptions/docs/events.md): How to subscribe to and detach Recurly.js element events with `on` / `off`, including a working example for the `change` event.
- [Examples](https://docs.recurly.com/recurly-subscriptions/docs/examples.md): Quick links to officially-maintained sample integrations for Ruby, Node.js, Python, and PHP.
- [Fraud](https://docs.recurly.com/recurly-subscriptions/docs/fraud.md): Add device-fingerprinting data to every Recurly.js token so Recurly Fraud Management, Kount, or Braintree can score the transaction before it reaches your gateway.
- [Getting a token](https://docs.recurly.com/recurly-subscriptions/docs/getting-a-token.md): Learn how to securely tokenize customer payment information with Recurly.js—reducing your PCI scope and enabling a smooth API-based subscription process.
- [Getting started](https://docs.recurly.com/recurly-subscriptions/docs/getting-started.md): A comprehensive guide to getting started with Recurly.js—covering script integration, configuration, and building a secure, PCI-compliant payment form using Elements.
- [Google Pay](https://docs.recurly.com/recurly-subscriptions/docs/google-pay-tm.md): Add Google Pay to your Recurly.js checkout: render the button, launch the native payment sheet, and receive a Recurly token—optionally routing through Braintree.
- [Overview](https://docs.recurly.com/recurly-subscriptions/docs/overview-recurlyjs.md)
- [PayPal](https://docs.recurly.com/recurly-subscriptions/docs/paypal.md): Use Recurly to process PayPal transactions using a PayPal Complete, Braintree, or PayPal Business gateway.
- [Pricing](https://docs.recurly.com/recurly-subscriptions/docs/pricing.md): Programmatically calculate real-time checkout totals—plans, add-ons, coupons, taxes, adjustments, gift cards, multi-subscription carts, and more—using `recurly.Pricing.Checkout` in Recurly.js.
- [React & TypeScript](https://docs.recurly.com/recurly-subscriptions/docs/react-typescript-support.md): Official React wrappers and community-maintained TypeScript types make it painless to use Recurly.js in modern front-end stacks.
- [Styling Elements](https://docs.recurly.com/recurly-subscriptions/docs/styling-elements.md): Learn how to customize and style Recurly.js Elements to seamlessly integrate with your checkout design. This guide covers configuration options, style properties, CSS classes, custom fonts, and responsive styling.
- [Support](https://docs.recurly.com/recurly-subscriptions/docs/support.md): Where to find technical help for Recurly.js: supported browsers, self-service resources, and how to contact the Recurly team.
- [Upgrading](https://docs.recurly.com/recurly-subscriptions/docs/upgrading.md): Step-by-step guidance for migrating legacy Recurly.js integrations—Hosted Fields, v3, and older—to modern v4 Elements.
- [Using a token](https://docs.recurly.com/recurly-subscriptions/docs/using-a-token.md): Use the Recurly token you generated with Recurly.js to create purchases, subscriptions, or update billing info via API v3—examples in every official client library plus key rules on token lifespan and security.
- [Validation](https://docs.recurly.com/recurly-subscriptions/docs/validation.md): Lightweight helper that lets you verify U.S. routing numbers—and fetch the issuing bank name—before you create a Recurly.js token.
- [Venmo](https://docs.recurly.com/recurly-subscriptions/docs/venmo.md): Add a Venmo button, launch the Venmo pop-up, and receive a one-time Recurly token you can charge through the API—fully compatible with Braintree if needed.
- [Calendar billing](https://docs.recurly.com/recurly-subscriptions/docs/calendar-billing.md): Streamline your invoicing process by consolidating multi-product invoicing charges into a single invoice with Calendar Billing.
- [Billing preferences](https://docs.recurly.com/recurly-subscriptions/docs/billing-preferences.md): Optimize your billing strategy with Recurly's versatile Billing Preferences.
- [Shipping fees](https://docs.recurly.com/recurly-subscriptions/docs/shipping.md): Recurly's Shipping Fees feature enables you to charge shipping fees on subscriptions through our API and UI and on one-time purchases through our API.
- [Subscription billing terms](https://docs.recurly.com/recurly-subscriptions/docs/subscription-terms.md): Unlock flexible subscription terms, decouple billing periods from plan length, and offer tailored commitments to your customers.
- [Verify billing info](https://docs.recurly.com/recurly-subscriptions/docs/verify-stored-billing-info-endpoint.md): Effortlessly validate and ensure the accuracy of stored customer billing information with Recurly's Verify Billing Info feature.
- [Charges & credits adjustments](https://docs.recurly.com/recurly-subscriptions/docs/adjustments.md): Effortlessly manage your Recurly account's billing events with Charge & Credit Adjustments. Customize charges and credits to align with your unique business needs.
- [Automatic invoicing terms](https://docs.recurly.com/recurly-subscriptions/docs/automatic-invoicing-terms.md): Set invoice terms on automatic invoices to separate invoice creation and payment collection.
- [Chargebacks / late failures for direct debit](https://docs.recurly.com/recurly-subscriptions/docs/chargebacks-for-direct-debit.md): Efficiently manage and respond to late failure events associated with direct debit payments through Recurly’s comprehensive chargeback and late failure handling feature.
- [Invoice configuration](https://docs.recurly.com/recurly-subscriptions/docs/invoice-configuration.md): Tailor your invoicing process to perfection with Recurly's comprehensive Invoice Configuration tools.
- [Invoice template customization](https://docs.recurly.com/recurly-subscriptions/docs/invoice-customization.md): Customize your invoices to reflect your brand and meet diverse business needs with Recurly’s Invoice Template Customization feature.
- [Automated invoicing](https://docs.recurly.com/recurly-subscriptions/docs/invoice-settings.md): Automate your invoicing process with Recurly, ensuring timely, accurate, and professional invoices for every transaction.
- [Manual invoicing](https://docs.recurly.com/recurly-subscriptions/docs/manual-payments.md): Take control of your billing process with Recurly's Manual Invoicing, offering flexibility and precision in your customer billing interactions.
- [Credit invoices](https://docs.recurly.com/recurly-subscriptions/docs/credit-invoices.md): Elevate your billing experience with Recurly's Credit Invoice feature. Streamline your credit adjustments, ensure clarity in financial records, and enhance customer satisfaction.
- [Edit invoice](https://docs.recurly.com/recurly-subscriptions/docs/edit-invoice.md): Optimize your billing process by seamlessly editing and tailoring invoices as per your requirements with Recurly's Edit Invoice feature.
- [Invoices](https://docs.recurly.com/recurly-subscriptions/docs/invoices-1.md): Streamline billing and payment processes with detailed, customizable invoices that capture every transaction's essence, enhancing clarity and trust in your financial interactions.
- [Invoice management](https://docs.recurly.com/recurly-subscriptions/docs/invoice-management.md): Effortlessly manage and customize invoices with Recurly's comprehensive invoice management features, ensuring clear, compliant invoices  tailored to your business needs.
- [Invoice dashboard](https://docs.recurly.com/recurly-subscriptions/docs/invoices.md): Efficiently manage and understand your Recurly invoices with our comprehensive Invoices Dashboard. Gain insights, control, and clarity in your billing processes.
- [Overview: Recurring billing](https://docs.recurly.com/recurly-subscriptions/docs/overview-2.md): Streamline and automate even complex subscription billing scenarios as you scale locally and across borders.
- [European Union VAT](https://docs.recurly.com/recurly-subscriptions/docs/eu-vat-2015.md): This feature or setting is available to all customers on any Recurly subscription plan.
- [Taxes](https://docs.recurly.com/recurly-subscriptions/docs/taxes.md): Navigate the complexities of global taxation with Recurly's robust taxes environment.
- [Tax location validation](https://docs.recurly.com/recurly-subscriptions/docs/tax-location-validation.md): Automate tax compliance with Recurly's Tax Location Validation, ensuring accurate tax collection based on customer location.
- [Sales taxes](https://docs.recurly.com/recurly-subscriptions/docs/tax.md): Navigate the complexities of global sales tax with Recurly's comprehensive guide. From the U.S. to the EU, understand rates, rules, and best practices for seamless tax collection.
- [Tax inclusive pricing](https://docs.recurly.com/recurly-subscriptions/docs/tax-inclusive-pricing.md): Tax inclusive pricing lets merchants display prices that already include applicable taxes, ensuring subscribers see a consistent all-in price at checkout and on invoices.
- [VAT & GST support](https://docs.recurly.com/recurly-subscriptions/docs/vat-gst-support.md): Navigate the complexities of global taxation with ease. Recurly's VAT & GST support ensures compliance and accuracy, tailored for your business needs.
- [VAT number/Tax ID number validation](https://docs.recurly.com/recurly-subscriptions/docs/vat-number-validation.md): A comprehensive guide on Tax ID Validation in Recurly, detailing how customer tax IDs and VAT numbers are verified through government lookups and format validation to ensure compliance with local regulations.
- [Business entities overview](https://docs.recurly.com/recurly-subscriptions/docs/business-entities-overview.md): The Business Entities Overview dashboard helps provide key insights into metrics like MRR, churn, expansion, and growth across each of their business entities supported on a single Recurly site.
- [Churn management analytics](https://docs.recurly.com/recurly-subscriptions/docs/churn-management-analytics.md): Harness the power of churn management analytics.
- [Recovered revenue](https://docs.recurly.com/recurly-subscriptions/docs/recovered-revenue.md): Boost your bottom line with Recurly's Recovered Revenue dashboard. Track, analyze, and optimize your strategies to minimize involuntary churn and maximize recovered revenue.
- [Renewal benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/renewal-benchmarks.md): The Renewal Benchmarks dashboard will provide insights on your renewal invoice success and decline rates, benchmarked against those in your industry.
- [Renewal declines trendalyzer](https://docs.recurly.com/recurly-subscriptions/docs/renewal-declines-trendalyzer.md): Analyze your renewal decline trends of various metrics with dynamic pivoting.
- [Renewal declines](https://docs.recurly.com/recurly-subscriptions/docs/renewal-declines.md): Decrease your Renewal Invoice Declines by monitoring your rate against others in your industry using Recurly’s built-in benchmarks. Learn about your gateway performance and payment method effectiveness.
- [Renewal invoices trendalyzer](https://docs.recurly.com/recurly-subscriptions/docs/renewal-invoices-trendalyzer.md): Analyze your renewal Invoice trends of various metrics with dynamic pivoting.
- [Renewal invoices](https://docs.recurly.com/recurly-subscriptions/docs/renewal-invoices.md): Understand the effectiveness of Recurly’s recovered revenue methods and how your invoice paid rate can increase over time compared to others in your industry using Recurly’s built-in benchmarks.
- [Subscriber churn analysis](https://docs.recurly.com/recurly-subscriptions/docs/subsciber-churn-analysis.md): Discover key insights on customer retention with our Churn Analysis dashboard. Identify churn reasons, analyze trends, and devise effective strategies to minimize subscription loss and maximize growth.
- [Subscriber churn benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/subscriber-churn-benchmarks.md): Subscriber churn benchmarks allow merchants to see their key performance metrics, related to subscribers, how they stack against similar companies within their industry, and how they’re trending.
- [Customer data imports](https://docs.recurly.com/recurly-subscriptions/docs/customer-imports.md): Transition smoothly to Recurly by safely and efficiently migrating your existing customer data using Recurly's Customer Imports services, equipped with both self-managed and Recurly-managed solutions.
- [Account activities - export](https://docs.recurly.com/recurly-subscriptions/docs/account-activities-export-an.md): Learn how the Account Activities export provides a detailed log of user actions and modifications made within customer accounts in Recurly.
- [Account notes - export](https://docs.recurly.com/recurly-subscriptions/docs/account-notes-export.md): Manage and export your internal Account Notes efficiently.
- [Accounts - export](https://docs.recurly.com/recurly-subscriptions/docs/accounts-export.md): Explore detailed account insights with Recurly's Accounts Export feature.
- [Invoices — accounts receivable - export](https://docs.recurly.com/recurly-subscriptions/docs/accounts-receivable-export.md): Unlock insights into outstanding receivables and unpaid invoices with the Account Receivable export section.
- [Adjustments — coupons  - export](https://docs.recurly.com/recurly-subscriptions/docs/adjustments-coupons.md): Unlock insightful details with the Adjustments - Coupons export in your Recurly user guide.
- [Adjustments - export](https://docs.recurly.com/recurly-subscriptions/docs/adjustments-exports.md): Unveil detailed insights with the Adjustments Export feature.
- [Adjustments — taxes - export](https://docs.recurly.com/recurly-subscriptions/docs/adjustments-taxes-export.md): Maximize your reporting efficiency with the Adjustments - Taxes export section.
- [Automated exports](https://docs.recurly.com/recurly-subscriptions/docs/automated-exports.md): Schedule and retrieve nightly data exports from Recurly to keep your data warehouse in sync without logging into the admin console.
- [Billing info - export](https://docs.recurly.com/recurly-subscriptions/docs/billing-info-export.md): Explore the detailed guide on Billing Info export in Recurly's user guide.
- [Coupons — bulk unique codes - export](https://docs.recurly.com/recurly-subscriptions/docs/coupons-bulk-unique-codes.md): Uncover intricate details of your bulk unique coupons with this exclusive Coupons - Bulk Unique Codes export.
- [Coupons - export](https://docs.recurly.com/recurly-subscriptions/docs/coupons-export.md): Master your promotions with the detailed Coupons export section.
- [Coupons redemption - export](https://docs.recurly.com/recurly-subscriptions/docs/coupons-redemption.md): Dive into detailed insights with the Coupon Redemptions export section.
- [Credit payments - export](https://docs.recurly.com/recurly-subscriptions/docs/credit-payments-export.md): Dive into the world of credit payments with the Credit Payments Export, tracking every credit payment action and its details.
- [Custom exports](https://docs.recurly.com/recurly-subscriptions/docs/custom-export.md): The Custom Exports page gives merchants visibility into their Recurly-configured data exports — including destination, schedule, and credential status — for AWS S3, Google Drive, and SFTP targets.
- [Gift cards - export](https://docs.recurly.com/recurly-subscriptions/docs/gift-cards-export.md)
- [Data exports](https://docs.recurly.com/recurly-subscriptions/docs/export-overview.md): Recurly offers a variety of ways to export your data. This page will give you a high-level overview of how to retrieve exports, what each export does, and some tips on how to use them. If you're interested in learning about each export in detail, please see below.
- [Invoices — external - export](https://docs.recurly.com/recurly-subscriptions/docs/invoices-external.md): Simplify external invoice tracking with the Invoices - External export.
- [Invoices — summary - export](https://docs.recurly.com/recurly-subscriptions/docs/invoices-summary.md): Discover your Recurly invoice data effortlessly with the Invoices - External export feature.
- [Invoices — unused numbers - export](https://docs.recurly.com/recurly-subscriptions/docs/invoices-unused-numbers.md): Discover your Recurly invoice data effortlessly with the Invoices -  Unused numbers feature.
- [Items — associated plans - export](https://docs.recurly.com/recurly-subscriptions/docs/items-associated-plans.md): Explore the Items - Associated Plans export to manage and track your catalog efficiently.
- [Items — associated subscriptions - export](https://docs.recurly.com/recurly-subscriptions/docs/items-associated-subscriptions.md): Unlock detailed insights into your subscription add-ons with the Items - Associated Subscriptions export.
- [Product Catalog - export](https://docs.recurly.com/recurly-subscriptions/docs/products-catalog-export.md): Unlock detailed insights into your product catalog with the product catalog export.
- [Site activities - export](https://docs.recurly.com/recurly-subscriptions/docs/site-activities-export-an.md): Learn how the Site Activities export captures and logs changes to your Recurly site, including plan modifications, user management, and login activity.
- [Subscription add-ons - export](https://docs.recurly.com/recurly-subscriptions/docs/subscription-add-ons-export.md): Explore the comprehensive details of your current subscription add-ons with the Subscription Add-ons export feature.
- [Subscriptions — history - export](https://docs.recurly.com/recurly-subscriptions/docs/subscription-history-export.md): Unlock a detailed record of subscription alterations with the Subscriptions - History export.
- [Subscriptions — ramp pricing - export](https://docs.recurly.com/recurly-subscriptions/docs/subscription-ramp-pricing-export.md): Explore the detailed ramp interval data with the Subscriptions - Ramp Pricing export.
- [Subscription add-ons — history  - export](https://docs.recurly.com/recurly-subscriptions/docs/subscriptions-add-ons-history-export.md): Delve into the rich history of your subscription add-ons and leverage valuable insights with our detailed export feature in the "Subscription Add-ons — History" section.
- [Subscriptions — churned - export](https://docs.recurly.com/recurly-subscriptions/docs/subscriptions-churned.md): Track and export data on churned Recurly subscriptions with ease.
- [Subscriptions  - export](https://docs.recurly.com/recurly-subscriptions/docs/subscriptions-exports.md): Discover the ins and outs of your subscriptions with the detailed Subscriptions export.
- [Subscriptions — external - export](https://docs.recurly.com/recurly-subscriptions/docs/subscriptions-external.md): Track and manage Subscriptions - External export effortlessly.
- [Subscriptions — pending changes - export](https://docs.recurly.com/recurly-subscriptions/docs/subscriptions-pending-changes-export.md): All active subscriptions with a pending change that will be applied at the next renewal or a future date.
- [Transactions - export](https://docs.recurly.com/recurly-subscriptions/docs/transaction-export.md): Maximize your understanding of every payment interaction with the comprehensive Transactions export.
- [Subscriptions — usage records - export](https://docs.recurly.com/recurly-subscriptions/docs/usages-records-export.md): Unveil your customer's usage details with the Subscriptions Usage Records Export.
- [Users - export](https://docs.recurly.com/recurly-subscriptions/docs/users-export-an.md): Learn how the User export lets administrators download a full report of every site user with access to their Recurly site, including permissions, roles, and creation dates.  #
- [Data imports and exports](https://docs.recurly.com/recurly-subscriptions/docs/data-imports-and-exports.md): Unlock the full potential of your Recurly data through comprehensive data imports and exports; a pivotal tool in achieving data-driven insights and business intelligence.
- [Dunning benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/dunning-benchmarks.md): Built-in dunning benchmarks allow merchants to see their key performance metrics, related to subscribers, how they stack against similar companies within their industry, and how they’re trending.
- [Dunning campaigns dashboards](https://docs.recurly.com/recurly-subscriptions/docs/dunning-effectiveness.md): Boost your bottom line with Recurly's dunning campaigns effectiveness dashboards.
- [Dunning summary](https://docs.recurly.com/recurly-subscriptions/docs/dunning-summary.md): The dunning recovery dashboard has an intuitive layout, presenting you with an at-a-glance view of the revenue key performance indicators, a detailed bar chart showing the recovered revenue, and a chart detailing the revenue recovered by each of Recurly's processes.
- [Dunning campaigns overview](https://docs.recurly.com/recurly-subscriptions/docs/dunning-campaigns-overview.md): Discover the dunning campaigns tools Recurly offers.
- [Payments Hub](https://docs.recurly.com/recurly-subscriptions/docs/payments-hub.md): Payments Hub provides a unified view of payments performance for your Recurly site.
- [Account updater](https://docs.recurly.com/recurly-subscriptions/docs/payments-hub-account-updater.md): Tracks retained revenue through automated card updates. Monitor how the Account Updater service prevents payment failures by keeping payment methods current.
- [Fraud prevention](https://docs.recurly.com/recurly-subscriptions/docs/payments-hub-fraud-prevention.md): Monitor transaction blocking and fraud risk score trends. Track fraud protection effectiveness while balancing security with customer experience.
- [Overview dashboard](https://docs.recurly.com/recurly-subscriptions/docs/payments-hub-overview.md): The Overview provides a high-level summary of payment performance, geographic distribution, payment method mix, and the health of payment recovery services.
- [Payment processing](https://docs.recurly.com/recurly-subscriptions/docs/payments-hub-payment-processing.md): Comprehensive view of payment success rates across all transaction types, payment methods, and gateways. Monitor success rates and decline patterns to optimize payment processing.
- [Payment retry recovery](https://docs.recurly.com/recurly-subscriptions/docs/payments-hub-payment-retry-recovery.md): Monitor retained revenue through intelligent retry strategies. Track how optimized retry logic helps recover initially failed payments.
- [Churn trends by plan](https://docs.recurly.com/recurly-subscriptions/docs/churn-trends-by-plan.md): Dive into Recurly's Plan Performance Subscription Churn: A tri-fold visualization revealing the nuances of total, voluntary, and involuntary churn.
- [Plans, pricing and promotions analytics](https://docs.recurly.com/recurly-subscriptions/docs/plans-pricing-and-promotions-analytics.md): Unlock insights with Plans Pricing and Promo analytics. Optimize plan performance, analyze churn, and elevate retention strategies for profitability.
- [LTV by plan](https://docs.recurly.com/recurly-subscriptions/docs/ltv-by-plan.md): Unlock the monetary potential of long-term customer relationships with 'Plan Performance LTV'. Delve into the true value each customer brings over time.
- [MRR by plan](https://docs.recurly.com/recurly-subscriptions/docs/mmr-by-plan.md): Dive deep into the heart of your revenue metrics with 'Plan Performance MRR'. Understand and optimize your Monthly Recurring Revenue sources and trends.
- [Movement by plan](https://docs.recurly.com/recurly-subscriptions/docs/movement-by-plan.md): Movement by Plan shows whether their subscription plans are gaining or losing subscribers over time.
- [Plan KPI](https://docs.recurly.com/recurly-subscriptions/docs/plan-performance.md): Dive into 'KPIs' for a bird's-eye view of your plan's performance. Decode key metrics & attributes to steer your strategy effectively.
- [Subscription by plan](https://docs.recurly.com/recurly-subscriptions/docs/plans-1.md): Discover the power of 'Subscription By Plans Bars': A vibrant and detailed breakdown of plan subscription trends over time.
- [Plans (legacy)](https://docs.recurly.com/recurly-subscriptions/docs/plans-legacy.md): Harness the power of your subscription data, refine your offerings, and drive growth with the Plans Section.
- [Retention by plan](https://docs.recurly.com/recurly-subscriptions/docs/retention-by-plan.md): Delve deep with Recurly's 'Subscriber Retention by Plan': An intricate breakdown of subscriber activity and churn across diverse plans.
- [Trials by plan](https://docs.recurly.com/recurly-subscriptions/docs/trials-by-plan.md): Dive into Recurly's 'Plan Performance Subscription Trials': A dynamic visualization of trial effectiveness and conversion rates.
- [Analytics settings](https://docs.recurly.com/recurly-subscriptions/docs/analytics-settings.md): Customize your analytics with ease: Set time zones, manage MRR calculations, and benchmark against industry standards to optimize insights and drive strategic growth on the analytics settings page.
- [Built-in benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/built-in-benchmarks.md): Built-in benchmarks allow merchants to see their key performance metrics, related to their business, how they stack against similar companies within their industry, and how they’re trending.
- [Dashboard](https://docs.recurly.com/recurly-subscriptions/docs/dashboard.md): Experience real-time business insights with dynamically updating widgets and illustrative charts on the Analytics Dashboard, your window to performance metrics.
- [Analytics overview](https://docs.recurly.com/recurly-subscriptions/docs/recurly-analytics-overview.md): Effortlessly turn your subscription data into actionable insights with Recurly Analytics. Our comprehensive dashboard and report sections give you a 360-degree view of your business performance, enabling you to make data-driven decisions for unprecedented growth.
- [Explore - Invoices and workbook agent](https://docs.recurly.com/recurly-subscriptions/docs/explore-invoices.md): The Invoices Explore feature is a is an interactive analytics tool that lets you slice and filter invoice-related data across accounts, subscriptions, plans, dunning events, and more to create custom reports. Use the Workbook Agent to ask natural-language questions and get AI-assisted analysis.
- [Explore - Transactions and workbook agent](https://docs.recurly.com/recurly-subscriptions/docs/explore-transactions-workbook-agent.md): The Transactions Explore feature is a is an interactive analytics tool that lets you slice and filter transaction-related data across payment transactions, fraud signals, geographic data, and subscription activity. Use the Workbook Agent to ask natural-language questions and surface actionable payment insights.
- [Explore overview](https://docs.recurly.com/recurly-subscriptions/docs/recurly-builder.md): Explore provides a new powerful and flexible way to visualize your organization’s Recurly data. This report builder includes insight into your transactions, invoices, accounts, and credit card details, in addition to many others.
- [Billings](https://docs.recurly.com/recurly-subscriptions/docs/billings.md): This meticulous financial tracker segregates each category over a specified timeframe, equipping you with granular insights and the true state of your cash flow. Take charge of your financial decisions, decode customer behaviors, and shape your revenue strategies with absolute confidence.
- [Recurring billing analytics](https://docs.recurly.com/recurly-subscriptions/docs/recurring-billing-analytics.md): Unlock the power of data-driven subscription management with Recurring Billing. Gain valuable subscriber insights, optimize financial health, evaluate performance, and enhance dunning effectiveness. Maximize your revenue potential with accurate data insights and personalized marketing strategies,
- [Monthly recurring revenue](https://docs.recurly.com/recurly-subscriptions/docs/monthly-recurring-revenue.md)
- [Accounts analysis](https://docs.recurly.com/recurly-subscriptions/docs/accounts-analytics.md): Dive deep into Recurly's Account analytics for a comprehensive view of account behaviors, trends, and growth patterns.
- [Hourly activation & churn](https://docs.recurly.com/recurly-subscriptions/docs/hourly-activation-churn.md): Dive deep into Recurly's Hourly Activation & Churn analytics for a comprehensive view of subscriber behaviors, trends, and growth patterns.
- [Subscriber management analytics](https://docs.recurly.com/recurly-subscriptions/docs/subscriber-management-analytics.md): Explore Subscriber Management analytics to optimize engagement, retention, and experiences. Dive into demographics, behavior metrics, and churn analysis for actionable insights.
- [Signup declines trendalyzer](https://docs.recurly.com/recurly-subscriptions/docs/signup-declines-trendalyzer.md): Analyze your Sign-up Decline trends of various metrics with dynamic pivoting.
- [Signup declines](https://docs.recurly.com/recurly-subscriptions/docs/signup-declines.md): Dive deep into your signup Decline rates to understand subscriber behavior at sign-up.
- [Subscriber benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/subscriber-benchmarks.md): Built-in subscriber benchmarks allow merchants to see their key performance metrics, related to subscribers, how they stack against similar companies within their industry, and how they’re trending.
- [Subscribers (Legacy)](https://docs.recurly.com/recurly-subscriptions/docs/subscriber-metrics.md): Dive deep into Recurly's Subscribers analytics for a comprehensive view of subscriber behaviors, trends, and growth patterns.
- [Subscriber retention](https://docs.recurly.com/recurly-subscriptions/docs/subscriber-retention.md): Unlock powerful insights with Recurly's Subscriber Retention feature. Dive deep into retention & churn trends, leverage cohort analysis, and strategize effectively to boost customer loyalty.
- [Subscribers](https://docs.recurly.com/recurly-subscriptions/docs/subscribers-new.md): Dive deep into Recurly's subscribers analytics for a comprehensive view of subscriber behaviors, trends, and growth patterns.
- [Trial performance](https://docs.recurly.com/recurly-subscriptions/docs/trial-performance.md): Unlock insights with the 'Trial Performance' dashboard: A real-time tool to monitor subscription trial outcomes and conversion rates, updated frequently for the latest data.
- [Card on file](https://docs.recurly.com/recurly-subscriptions/docs/card-on-file.md): Discover how Recurly manages credentials on file.
- [CCPA](https://docs.recurly.com/recurly-subscriptions/docs/ccpa.md): Recurly's robust and detailed adherence to CCPA (California’s Consumer Privacy Act) standards enhances user trust by ensuring comprehensive protection of personal information and upholding user rights to data privacy.
- [General Data Protection Regulation (GDPR)](https://docs.recurly.com/recurly-subscriptions/docs/gdpr.md): Learn about the EU and UK General Data Protection Regulation (GDPR), its history, and how Recurly enables compliance, ensuring privacy and security for your business data in the digital realm.
- [HIPAA Guidelines](https://docs.recurly.com/recurly-subscriptions/docs/hipaa-guidelines.md): Delve into how Recurly supports HIPAA-regulated subscription businesses, bolstering data privacy, consumer trust, and enabling businesses to tap into the burgeoning healthcare subscription market.
- [Compliance](https://docs.recurly.com/recurly-subscriptions/docs/compliance.md): Step into a world of comprehensive, global compliance with Recurly. Our advanced platform ensures adherence to all major compliance standards, enhancing security, trust, and transparency.
- [PCI-DSS compliance](https://docs.recurly.com/recurly-subscriptions/docs/pci-dss-compliance.md): Ensure PCI-DSS compliance effortlessly with Recurly. Prioritizing top-notch security with PCI-DSS Level 1 standards, we offer flexible solutions like Checkout, hosted payment pages, Recurly.js, and API integrations, streamlining your business's path to safeguarding credit card transactions and consumer data.
- [RBI regulations](https://docs.recurly.com/recurly-subscriptions/docs/rbi-regulations-update.md): Navigate the new RBI e-mandate guidelines for recurring transactions with ease, ensuring compliance and reducing payment failure rates.
- [3D secure](https://docs.recurly.com/recurly-subscriptions/docs/-3d-secure.md): Explore how the Setup for 3D Secure 2.0 can aid in combating rising rates of fraud and ensure you're keeping your solutions compliant and ensure positive authorization rates.
- [Strong customer authentication](https://docs.recurly.com/recurly-subscriptions/docs/-strong-customer-authentication.md): Enhance online payment security with Strong Customer Authentication (SCA) - a vital requirement under the PSD2 mandate, reducing fraud and boosting trust in e-commerce.
- [Dunning setup for 3D Secure 2 declines](https://docs.recurly.com/recurly-subscriptions/docs/dunning-configuration-for-3ds-2-declines.md): Explore how the Dunning Setup for 3D Secure 2 Declines can aid in revenue recovery for failed Merchant Initiated Transactions (MITs) under the PSD2 Mandate, improving customer authentication processes and reducing transaction failures.
- [PSD2 compliance](https://docs.recurly.com/recurly-subscriptions/docs/revised-payment-services-directive-psd2.md): Learn how Recurly supports PSD2 and Strong Customer Authentication (SCA) compliance for European transactions, including 3DS setup, subscription reactivation, and dunning configuration.
- [Data hosting](https://docs.recurly.com/recurly-subscriptions/docs/data-hosting.md): Choose Recurly for flexible data hosting across US and EU data centers. Select your preferred data hosting region during account setup, with confidence in our GDPR-compliant practices.
- [Security](https://docs.recurly.com/recurly-subscriptions/docs/security.md): Step into a world of comprehensive, global compliance with Recurly. Our advanced platform ensures adherence to all major compliance standards, enhancing security, trust, and transparency.
- [IP allowlist](https://docs.recurly.com/recurly-subscriptions/docs/ip-allowlist.md): Boost your online business's security with Recurly's IP Allowlisting feature. Gain enhanced control, trust, and compliance by facilitating secure communication between Recurly and external systems. Check out our complete list of IP addresses for seamless integration.
- [PGP encryption](https://docs.recurly.com/recurly-subscriptions/docs/pgp-encryption.md): Securing your interactions through PGP encryption, Recurly safeguards the safety of your sensitive communications.
- [Account activities export](https://docs.recurly.com/recurly-subscriptions/docs/account-activities-export.md): Track and export a detailed log of all account-level actions in Recurly — filter by actor, verb, object, and date to audit changes and understand user behavior.
- [Business entity](https://docs.recurly.com/recurly-subscriptions/docs/business-entities.md): Configure and customize your business entity with Recurly for a professional, tailored customer experience. Our guide provides insights to effectively manage your business operations, enhancing brand recognition, offering global flexibility, ensuring tax compliance, and enabling scalability.
- [Multiple business entities](https://docs.recurly.com/recurly-subscriptions/docs/multiple-business-entities.md): Managing all of your organizations’ business entities from one Recurly site simplifies tax calculation and reporting, ensures customers receive invoices from the correct business entity, and allows businesses to scale with efficiency and flexibility.
- [Custom fields - API](https://docs.recurly.com/recurly-subscriptions/docs/custom-fields-legacy-api-content.md)
- [Custom fields](https://docs.recurly.com/recurly-subscriptions/docs/custom-fields.md): Extend Recurly objects like accounts, subscriptions, plans, and charges with custom fields to capture the data that matters most to your business.
- [Data retention](https://docs.recurly.com/recurly-subscriptions/docs/data-retention.md): Configure automatic redaction of inactive account payment method and PII data after defined retention periods to support GDPR and data minimization requirements.
- [Profile](https://docs.recurly.com/recurly-subscriptions/docs/profile.md): Streamline your security and contact settings effortlessly in a user-friendly interface.
- [Site activities export](https://docs.recurly.com/recurly-subscriptions/docs/site-activities-export.md): Harness the power of Recurly's Site Activities export to monitor, track, and analyze site-level activities, ensuring transparency and control over your Recurly site's operations.
- [Site settings](https://docs.recurly.com/recurly-subscriptions/docs/site-settings.md): Dive into the Site Settings to configure, customize, and control your Recurly platform, ensuring it aligns seamlessly with your business needs.
- [Single sign-on](https://docs.recurly.com/recurly-subscriptions/docs/single-sign-on.md): Single Sign-On (SSO) is a user authentication service that allows a user to use one set of login credentials to access multiple applications. This feature increases security and efficiency by reducing the need for multiple passwords and streamlining access management.
- [User roles and permissions](https://docs.recurly.com/recurly-subscriptions/docs/user-roles-and-permissions.md): Delve into Recurly's User Roles and Permissions to streamline access, enhance security, and optimize collaboration within your platform.
- [Users export](https://docs.recurly.com/recurly-subscriptions/docs/users-export.md): Effortlessly download a report of your Recurly site users, apply filters, and gain valuable insights into your user base.
- [Recurly account](https://docs.recurly.com/recurly-subscriptions/docs/your-recurly-account.md): Dive into the central hub of your Recurly experience, where you can manage your subscription, view invoices, update details, and more.
- [Account acquisition data](https://docs.recurly.com/recurly-subscriptions/docs/account-acquisition-data.md): Capture and use customer acquisition details in Recurly to measure acquisition costs, lifetime value, and marketing channel effectiveness.
- [Account hierarchy](https://docs.recurly.com/recurly-subscriptions/docs/account-hierarchy-1.md): Set up and manage parent-child account relationships in Recurly, with flexible billing configuration and full visibility across subscriptions and invoices.
- [Accounts dashboard](https://docs.recurly.com/recurly-subscriptions/docs/accounts-dashboard.md): Search, create, update, close, reopen, and delete customer accounts in Recurly, with full visibility into account status, subscription status, billing info, and internal notes.  <br />
- [Accounts settings](https://docs.recurly.com/recurly-subscriptions/docs/accounts.md): View, create, and manage customer accounts in Recurly — including search, filters, billing info, account status, and per-account rate limiting.
- [Account hierarchy - invoice rollup](https://docs.recurly.com/recurly-subscriptions/docs/ah-invoice-rollup.md): Consolidate charges from multiple accounts in an account hierarchy into a single invoice billed to the parent, powered by Recurly's Calendar Billing feature.
- [Countries provinces and states](https://docs.recurly.com/recurly-subscriptions/docs/countries-provinces-and-states.md): Recurly converts all countries, Canadian provinces, and U.S. states to ISO alpha-2 codes for use with payment gateways and third-party services. Reference the full code list here.
- [Entitlements](https://docs.recurly.com/recurly-subscriptions/docs/entitlements.md): Enable comprehensive access management across your digital ecosystem with Recurly's Cross-platform Entitlements. Create and manage customer access rights, establish effective paywalls, and leverage API functionality for detailed entitlement checks. Learn more in our comprehensive guide.
- [Accounts](https://docs.recurly.com/recurly-subscriptions/docs/accounts-1.md): Manage all subscriber-related details in Recurly, including account hierarchies, billing and shipping addresses, and payment methods via the Subscriber Wallet.
- [Shipping addresses per purchase](https://docs.recurly.com/recurly-subscriptions/docs/shipping-address-per-line-item.md): Assign distinct shipping addresses to individual line items within a single purchase in Recurly, with per-address tax calculation and clear invoice display.
- [Shipping addresses](https://docs.recurly.com/recurly-subscriptions/docs/shipping-addresses.md): Associate physical delivery addresses with individual subscriptions in Recurly to ensure accurate shipment routing and location-based tax calculations.
- [Subscriber wallet](https://docs.recurly.com/recurly-subscriptions/docs/wallet.md): Give subscribers the flexibility to store multiple payment methods and assign specific billing info to individual subscriptions or purchases — with fallback support to reduce involuntary churn.
- [Subscriber wallet implementation guide](https://docs.recurly.com/recurly-subscriptions/docs/wallet-implementation-guide.md): Learn how to set up and manage multiple payment methods per account using Recurly's Subscriber Wallet, including primary payment method configuration, subscription billing info assignment, and API endpoint usage.
- [Email language support (30)](https://docs.recurly.com/recurly-subscriptions/docs/email-template-languages.md): Learn how to configure Recurly's email language support to send customer communications in 30 locales, set default languages, and customize email templates by region.
- [Alternate Email Templates](https://docs.recurly.com/recurly-subscriptions/docs/alternate-email-templates.md): Learn how to create, configure, and manage alternate email template variants in Recurly to deliver personalized, segmented communications to your subscribers.
- [Email templates](https://docs.recurly.com/recurly-subscriptions/docs/email-templates.md): Configure, customize, and manage Recurly's automated email templates for account actions, billing events, subscription changes, gift cards, and dunning scenarios.
- [Email timezones and timestamps](https://docs.recurly.com/recurly-subscriptions/docs/email-time-zones-and-time-stamps.md): Learn how to configure site-level and account-level email timezones in Recurly, use timezone-aware email parameters, and set account-specific timezones via the API.
- [Lifecycle communications](https://docs.recurly.com/recurly-subscriptions/docs/lifecycle-communications.md): Learn how Recurly's lifecycle communications tools help you send personalized, timely, and targeted messages to subscribers across every stage of their journey.
- [Renewal reminder and trial ending notifications](https://docs.recurly.com/recurly-subscriptions/docs/renewal-reminder.md): Learn how to configure renewal reminder emails, trial ending notifications, and pre-renewal webhook notifications in Recurly to keep subscribers informed and reduce churn.
- [Overview: Subscriber management](https://docs.recurly.com/recurly-subscriptions/docs/overview-5.md): Gain a complete view of subscribers and subscriptions and manage them with ease through integrated subscription and communications tools that simplify complexity and accelerate growth.
- [Change subscription](https://docs.recurly.com/recurly-subscriptions/docs/change-subscription.md): Modify a subscription's plan, price, quantity, or add-ons in Recurly — with control over timing, proration behavior, credits, charges, discounts, and trial handling.
- [Create subscription](https://docs.recurly.com/recurly-subscriptions/docs/create-subscription.md): Create customer subscriptions in Recurly through the Admin UI, Checkout, Hosted Payment Pages, or the API — with options for trials, future start dates, add-ons, and custom billing configuration.
- [Expire/cancel subscription](https://docs.recurly.com/recurly-subscriptions/docs/expire-subscription.md): Learn how to cancel, terminate, reactivate, and expire subscriptions in Recurly using the Admin Console, Hosted Account Management, or API.
- [Subscription lifecycle](https://docs.recurly.com/recurly-subscriptions/docs/subscription-lifecycle.md): Manage every stage of a subscriber's journey in Recurly — from creation and modification to pausing, postponing, and cancellation.
- [Multiple subscription support](https://docs.recurly.com/recurly-subscriptions/docs/multiple-subscriptions.md): Learn how to create and manage multiple subscriptions per account in Recurly using the purchase endpoint, Admin Console, or the create subscription endpoint.
- [Pause subscription](https://docs.recurly.com/recurly-subscriptions/docs/pause-subscription.md): Temporarily halt a customer subscription for a set number of billing cycles in Recurly — without canceling it — to reduce churn and accommodate changing customer needs.
- [Postpone subscription](https://docs.recurly.com/recurly-subscriptions/docs/postpone-subscription.md): Learn how to extend or shorten a subscription's current billing cycle by changing the next bill date using the Admin Console or API.
- [Subscription dashboard](https://docs.recurly.com/recurly-subscriptions/docs/subscription-dashboard.md): View, organize, and manage all customer subscriptions from Recurly's centralized subscription dashboard — with filters, sorting, and direct access to create, change, postpone, or expire subscriptions.
- [Authorization and capture](https://docs.recurly.com/recurly-subscriptions/docs/auth-and-capture.md): An overview of Recurly's Authorization and Capture feature, including how to authorize, capture, and cancel transactions via the API for greater payment flexibility.
- [Transactions](https://docs.recurly.com/recurly-subscriptions/docs/transactions.md): An overview of transactions in Recurly, covering the transaction dashboard, supported transaction types, and MOTO (Mail Order / Telephone Order) processing.
- [MOTO transactions](https://docs.recurly.com/recurly-subscriptions/docs/moto-transactions.md): An overview of Mail Order / Telephone Order (MOTO) transactions in Recurly, including supported gateways, compliance considerations, and configuration steps.
- [Refund](https://docs.recurly.com/recurly-subscriptions/docs/refund-transaction.md): A guide to issuing refunds in Recurly, including how to refund by full amount, specific amount, or line items from the Admin UI or API, with details on credit handling, proration, and troubleshooting.
- [Transactions dashboard](https://docs.recurly.com/recurly-subscriptions/docs/transactions-dashboard.md): A guide to the Recurly transaction dashboard, covering transaction types, statuses, search, creation, settlement, verification, and refunds and voids.
- [Account notifications](https://docs.recurly.com/recurly-subscriptions/docs/account-notifications.md): Account-related webhook notifications for account creation, updates, closures, billing info changes, and shipping address events, in both JSON and XML formats.
- [Charge invoice notifications](https://docs.recurly.com/recurly-subscriptions/docs/charge-invoice-notifications.md): Alerts for charge invoice lifecycle events—created, processing, past due, paid, failed, reopened, and updated—when the Credit Invoices feature is enabled on your site.
- [Credit invoice notifications](https://docs.recurly.com/recurly-subscriptions/docs/credit-invoice-notifications.md): Alerts for credit invoice lifecycle events—created, processing, closed, voided, reopened, opened, and updated—when the Credit Invoices feature is enabled on your site.
- [Credit payment notifications](https://docs.recurly.com/recurly-subscriptions/docs/credit-payment-notifications.md): Notifications for credit payments—when a credit payment is created or voided—sent in JSON or XML once the Credit Invoices feature is enabled.
- [Dunning events notifications](https://docs.recurly.com/recurly-subscriptions/docs/dunning-events-notifications.md): Dunning Event Notifications sent when an invoice enters and remains in dunning, with full invoice, subscription, and transaction details in JSON or XML.
- [External subscription notifications](https://docs.recurly.com/recurly-subscriptions/docs/external-subscription-notifications.md): External Subscription Notifications alert your system to lifecycle changes (creation, renewal, cancellation, upgrades, downgrades, expirations, etc.) for subscriptions managed outside of Recurly, delivering full context in JSON or XML.
- [Gift card notifications](https://docs.recurly.com/recurly-subscriptions/docs/gift-card-notifications.md): Notifications fired for gift card lifecycle events—including purchase, cancellation, updates, regeneration, redemption, and balance changes.
- [Invoice notifications](https://docs.recurly.com/recurly-subscriptions/docs/invoice-notifications.md): Legacy invoice webhooks (created, pending, processing, closed, past\_due, updated) that are emitted only for invoices issued before the Credit Invoices feature was enabled.
- [Item notifications](https://docs.recurly.com/recurly-subscriptions/docs/item-notifications.md): Item Notifications fire when catalog items are created, updated, deactivated, or reactivated, delivering full item details in JSON or XML.
- [Payment notifications](https://docs.recurly.com/recurly-subscriptions/docs/payment-notifications.md): Legacy payment webhook events (scheduled, processing, succeeded, failed, refunded, voided, fraud info updated, transaction status updated, authorized) emitted in JSON or XML, including full transaction details in XML payloads.
- [Prerenewal notifications](https://docs.recurly.com/recurly-subscriptions/docs/prerenewal-notifications.md): Advance webhook notifications sent before key subscription lifecycle events—renewal, expiration, billing reminders, and more.
- [Subscription notifications](https://docs.recurly.com/recurly-subscriptions/docs/subscription-notifications.md): Subscription webhook notifications for subscriptions—created, updated, canceled, renewed, paused, resumed, and related events—in both JSON and XML formats.
- [Usage notifications](https://docs.recurly.com/recurly-subscriptions/docs/usage-notifications.md): Alerts fired when Recurly automatically creates usage records during refund or termination operations.
- [Overview: Webhooks](https://docs.recurly.com/recurly-subscriptions/docs/overview-webhooks.md): Receive real-time notifications from Recurly—learn how to configure, secure, and consume webhook events to keep your internal systems and partners in sync.

## API Reference
- [Close Account](https://docs.recurly.com/recurly-subscriptions/reference/closeaccount.md): Marks an account as closed and cancels any active subscriptions. Any saved billing information will also be permanently removed from the account.
- [Create an Account](https://docs.recurly.com/recurly-subscriptions/reference/createanaccount.md): Creates a new account. You may optionally include billing information.
- [Get Account](https://docs.recurly.com/recurly-subscriptions/reference/getaccount.md): Returns information about a single account.  HOSTED LOGIN TOKEN You may automatically log the user into their hosted management pages by directing the user to:  `https://:subdomain.recurly.com/account/:hosted_login_token`  ###### Please note <div class="alert alert--warning" markdown="1"> The client library will raise an exception if the account is not found. </div>
- [List Account Notes](https://docs.recurly.com/recurly-subscriptions/reference/listaccountnotes.md): Returns a list of the notes on an account sorted in descending order.
- [List Accounts](https://docs.recurly.com/recurly-subscriptions/reference/listaccounts.md): Returns a list of accounts on your site.  Account States:      **active**           Active accounts      **closed**           Closed accounts  ###### Please note <div class="alert alert--warning" markdown="1"> An account may be in more than one state. For example, an account may be active and have a past-due invoice. </div>
- [Reopen Account](https://docs.recurly.com/recurly-subscriptions/reference/reopenaccount.md): Transitions a closed account back to active.   ###### Please note <div class="alert alert--warning" markdown="1"> Editing an account, creating a new transaction or subscription also reopens an account. Reopening an account does not modify any previously canceled or expired subscriptions. </div>
- [Update Account](https://docs.recurly.com/recurly-subscriptions/reference/updateaccount.md): Updates an existing account.  BILLING INFO You may optionally include billing information when updating an account. If the billing information is provided, the billing information will be validated. The account will only be updated if the billing information is valid.
- [Create a Charge or Credit](https://docs.recurly.com/recurly-subscriptions/reference/createachargeorcredit.md): Creates a one-time charge on an account. Charges are not invoiced or collected immediately. Non-invoiced charges will automatically be invoices when the account's subscription renews, or you trigger a collection by posting an invoice. Charges may be removed from an account if they have not been invoiced.
- [Delete an Adjustment](https://docs.recurly.com/recurly-subscriptions/reference/deleteanadjustment.md): Delete a non-invoiced adjustment from an account.   ###### Please note <div class="alert alert--warning" markdown="1"> An adjustment may only be deleted if it has not been invoiced. </div>
- [Get an Adjustment](https://docs.recurly.com/recurly-subscriptions/reference/getanadjustment.md): Returns information about a single adjustment.
- [List an Account's Adjustments](https://docs.recurly.com/recurly-subscriptions/reference/listanaccountsadjustments.md): Lists all charges and credits issued for a given account.
- [Clear an Account's Billing Info](https://docs.recurly.com/recurly-subscriptions/reference/clearanaccountsbillinginfo.md): You may remove any stored billing information for an account. If the account has a subscription, the renewal will go into past due unless you update the billing info before the renewal occurs.
- [Create an Account's Billing Info (Token)](https://docs.recurly.com/recurly-subscriptions/reference/createanaccountsbillinginfotoken.md): Creates an account's Billing Information using a [token generated by Recurly.js](https://docs.recurly.com/js/#getting-a-token). Returns the account's created Billing Information.
- [Lookup an Account's Billing Info](https://docs.recurly.com/recurly-subscriptions/reference/lookupanaccountsbillinginfo.md): Returns only the account's current billing information.
- [Update an Account's Billing Info (Token)](https://docs.recurly.com/recurly-subscriptions/reference/updateanaccountsbillinginfotoken.md): Updates an account's Billing Information using a token [generated by Recurly.js](https://docs.recurly.com/js/#getting-a-token). Returns the account's current Billing Information.  [Recurly.js](https://js.recurly.com/) allows you to collect customer Billing Information and tokenize it, preventing your servers from having to handle credit card information. When you send these tokens to Recurly through our API, we unpack the token and update Billing Information accordingly.  When Billing Information is updated, it is only saved if valid. If the account has a past due invoice, the outstanding balance will be collected to validate the Billing Information.  If you want to create an account at the same time, you should use the [Account API end-point](https://docs.recurly.com/api/accounts#create-account) instead and include billing info with your request.
- [Lookup a Coupon Redemption on an Account](https://docs.recurly.com/recurly-subscriptions/reference/lookupacouponredemptiononanaccount.md): Lookup information about the 'active' coupon redemption on an account
- [Lookup a Coupon Redemption on an Invoice](https://docs.recurly.com/recurly-subscriptions/reference/lookupacouponredemptiononaninvoice.md): Lookup information about a coupon redemption applied to an invoice
- [Redeem a Coupon Before or After a Subscription](https://docs.recurly.com/recurly-subscriptions/reference/redeemacouponbeforeorafterasubscription.md): Most coupons are redeemed during a new subscription. This endpoint allows you to redeem a coupon for a customer after their initial subscription, or in anticipation of a future subscription. When you redeem a coupon on an account, the coupon will be applied to the next subscription creation (new subscription), modification (e.g. upgrade or downgrade), or renewal.
- [Remove a Coupon from an Account](https://docs.recurly.com/recurly-subscriptions/reference/removeacouponfromanaccount.md): Occasionally, you may want to remove a coupon from an account. Recurly will automatically remove coupons after they expire or are otherwise no longer valid for an account. If you want to remove a coupon from an account before it expires, you may use the examples below. Please note: the coupon will still count towards the "maximum redemption total" of a coupon.
- [Create Coupon](https://docs.recurly.com/recurly-subscriptions/reference/createcoupon.md): Creates a new coupon. Please note: coupons cannot be updated after being created.  **DISCOUNT IN DOLLARS** When specifying a discount amount as a flat amount, the currency must be specified with the amount in an array. For example: ``` <discount_type>dollars</discount_type> <discount_in_cents>   <USD>500</USD>   <EUR>400</EUR>   <GBP>300</GBP> </discount_in_cents> ``` **DISCOUNT IN PERCENTAGE** Percentage discounts only need to specify the discount percentage. For example: ``` <discount_type>percent</discount_type> <discount_percent>10</discount_percent> ``` **LIMITING TO SPECIFIC PLANS** If a coupon applies to all plans, it will also apply to any plans created in the future. To limit a coupon to specific plans, you may specify an array of plan codes. For example: ``` <applies_to_all_plans>false</applies_to_all_plans> <plan_codes>   <plan_code>silver</plan_code>   <plan_code>gold</plan_code> </plan_codes> ```
- [Deactivate Coupon](https://docs.recurly.com/recurly-subscriptions/reference/deactivatecoupon.md): Deactivate the coupon so customers can no longer redeem the coupon.
- [List Active Coupons](https://docs.recurly.com/recurly-subscriptions/reference/listactivecoupons.md): Returns a list of all the coupons.
- [Lookup a Coupon](https://docs.recurly.com/recurly-subscriptions/reference/lookupacoupon.md): Returns information about an active coupon.
- [Enter an Offline Payment for a Manual Invoice (Beta)](https://docs.recurly.com/recurly-subscriptions/reference/enteranofflinepaymentforamanualinvoicebeta.md): Allows you to enter an offline payment for a manual invoice, such as a check or money order.  **ATTRIBUTES** | Parameter | Description | | --- | --- | | `payment_method` | The method of payment. "credit_card", "paypal", "eft", "wire_transfer", "money_order", "check", or "other".**`required`** | | `collected_at` | Date payment was collected. | | `amount_in_cents` | The amount paid in cents. | | `description` | Note for the manual payment. Max 50 characters. |
- [Line Item Refunds](https://docs.recurly.com/recurly-subscriptions/reference/lineitemrefunds.md): If enabled, allows specific invoice line items and/or quantities to be refunded.    <div class="alert alert--warning" markdown="1"> An invoice with a processed line item refund cannot accept refunds of an open amount </div> **REFUND ATTRIBUTES** | Parameter | Description | | --- | --- | | `uuid` | Unique adjustment ID.**`required`** | | `quantity` | Quantity of the line item to refund.**`required`** | | `prorate` | oggle to prorate the line item to refund. Set as `true` or `false`. | | `refund_apply_order` | If credit line items exist on the invoice, this parameter specifies which refund method to use first. Most relevant in a partial refunds, you can chose to refund credit back to the account first or a transaction giving money back to the customer first. If not specified, the default is credit back to the account. Set as `credit` or `transaction`. |
- [List an Account's Invoices](https://docs.recurly.com/recurly-subscriptions/reference/listanaccountsinvoices.md): Returns a list of all the invoices.
- [List Invoices](https://docs.recurly.com/recurly-subscriptions/reference/listinvoices.md): Returns a list of all invoices.  **INVOICE STATES**  | State | Description | | --- | --- | | `open` | Open, pending collection | | `collected` | Collection completed successfully | | `failed` | Failed to collect | | `past_due` | Initial collection failed, still attempting collection |    <div class="alert alert--warning" markdown="1"> Please note: an invoice will only be in one state. </div>
- [Lookup Invoice Details](https://docs.recurly.com/recurly-subscriptions/reference/lookupinvoicedetails.md): Lookup an invoice to retrieve detailed information about its line items and payments.  **PAYMENTS** Recurly returns an array of payments applied to an Invoice. At the moment, there is usually only one successful payment per invoice. The API only returns successful payments—it does not return failed payment attempts on an invoice nor does it return refunds on payments made to an invoice.
- [Mark an Invoice as Failed Collection](https://docs.recurly.com/recurly-subscriptions/reference/markaninvoiceasfailedcollection.md)
- [Mark an Invoice as Paid Successfully](https://docs.recurly.com/recurly-subscriptions/reference/markaninvoiceaspaidsuccessfully.md)
- [Post an Invoice: Invoice Pending Charges on an Account](https://docs.recurly.com/recurly-subscriptions/reference/postaninvoiceinvoicependingchargesonanaccount.md): When you post one-time charges to an account, these will remain pending until they are invoiced. An account is automatically invoiced when the subscription renews. However, there are times when it is appropriate to invoice an account before the renewal. If the subscriber has a yearly subscription, you might want to collect the one-time charges well before the renewal.  **INVOICE ATTRIBUTES** | Invoice Parameters | Description | | --- | --- | | `terms_and_conditions` | Optional notes field. This will default to the Terms and Conditions text specified on the Invoice Settings page in your Recurly admin. Specify custom notes with this tag to add or override Terms and Conditions. Custom notes will stay with a subscription on all renewals. | | `customer_notes` | Optional notes field. This will default to the Customer Notes text specified on the Invoice Settings page in your Recurly admin. Specify custom notes with this tag to add or override Customer Notes. Custom notes will stay with a subscription on all renewals. | | `vat_reverse_charge_notes` | VAT Reverse Charge Notes only appear if you have EU VAT enabled or are using your own Avalara AvaTax account and the customer is in the EU, has a VAT number, and is in a different country than your own. This will default to the VAT Reverse Charge Notes text specified on the Tax Settings page in your Recurly admin, unless custom notes were created with the original subscription. Specify custom notes with this tag to add or override VAT Reverse Charge Notes. Custom notes will stay with a subscription on all renewals. | | `collection_method` | Can be either 'automatic' or 'manual'. Defaults to 'automatic'. | | `net_terms` | Integer representing the number of days after an invoice's creation that the invoice will become past due. If an invoice's net terms are set to '0', it is due 'On Receipt' and will become past due 24 hours after it’s created. If an invoice is due net 30, it will become past due at 31 days exactly. Defaults to '0'. | | `po_number` | Optional notes field. Attach a PO number to the invoice. |    <div class="alert alert--warning" markdown="1"> This API call will return the new invoice's details on success. If there are no pending charges, it will return an HTTP status code of `422 Unprocessable Entity`. </div>
- [Preview an Invoice](https://docs.recurly.com/recurly-subscriptions/reference/previewaninvoice.md): Preview allows you to display the invoice details, including estimated tax, before you post it.    <div class="alert alert--warning" markdown="1"> This API call will return the new invoice's details on success. If there are no pending charges, it will return an HTTP status code of `422 Unprocessable Entity`. </div>
- [Create an Add-On](https://docs.recurly.com/recurly-subscriptions/reference/createanaddon.md): Add an add-on to a plan.  **ATTRIBUTES** | Attribute | Description | | --- | --- | | `add_on_code` | Add On Code. Max of 50 characters. | | `name` | Add-on name. Max of 255 characters. | | `unit_amount_in_cents` | Array of unit amounts for currencies. Max 10000000. | | `default_quantity` | Default quantity for the hosted pages, defaults to 1. | | `display_quantity_on_hosted_page` | If true, display a quantity field on the hosted pages for the add-on. | | `accounting_code` | Accounting code for invoice line items for the add-on, defaults to add_on_code. Max of 20 characters. | | `tax_code` | Optional field for EU VAT merchants and Avalara AvaTax Pro merchants. If you are using Recurly's EU VAT feature, you can use values of 'unknown', 'physical', or 'digital'. If you have your own AvaTax account configured, you can use Avalara tax codes to assign custom tax rules. |
- [Delete an Add-On](https://docs.recurly.com/recurly-subscriptions/reference/deleteanaddon.md)
- [List Add-Ons for a Plan](https://docs.recurly.com/recurly-subscriptions/reference/listaddonsforaplan.md): Returns a list of all the add-ons for a plan.
- [Lookup an Add-On](https://docs.recurly.com/recurly-subscriptions/reference/lookupanaddon.md): Returns information about an add-on.  **ATTRIBUTES** | Attribute | Description | | --- | --- | | `add_on_code` | Add on code. | | `name` | Add on name. | | `unit_amount_in_cents` | Array of unit amounts for currencies. | | `default_quantity` | Default quantity for the hosted pages, defaults to 1. | | `display_quantity_on_hosted_page` | If true, display a quantity field on the hosted pages for the addon. | | `created_at` | Date the add-on was created. |
- [Update an Add-On](https://docs.recurly.com/recurly-subscriptions/reference/updateanaddon.md): Update the pricing information or description for an add-on. Subscriptions who have already subscribed to the add-on will not receive the new pricing.
- [Create Plan](https://docs.recurly.com/recurly-subscriptions/reference/createplan.md): Create a new subscription plan.
- [Delete Plan](https://docs.recurly.com/recurly-subscriptions/reference/deleteplan.md): Deleting a plan makes it inactive. New accounts cannot be created on the plan.
- [List Plans](https://docs.recurly.com/recurly-subscriptions/reference/listplans.md): Lists all your active subscription plans.    <div class="alert alert--info" markdown="1"> The client library will automatically fetch the next page of the results. There may be a slight delay when fetching the next page. </div>
- [Lookup Plan Details](https://docs.recurly.com/recurly-subscriptions/reference/lookupplandetails.md): Lookup a plan's details.
- [Update Plan](https://docs.recurly.com/recurly-subscriptions/reference/updateplan.md): Update the pricing or details for a plan. Existing subscriptions will remain at the previous renewal amounts.
- [Cancel Subscription](https://docs.recurly.com/recurly-subscriptions/reference/cancelsubscription.md): Cancel a subscription so it remains active and then expires at the end of the current bill cycle.  Canceling a subscription turns off the subscription's auto-renewal. The subscription will continue through the current, invoiced term. When the subscription is up for renewal, the account will transition to a free account and the subscription will no longer be active.  When a subscription is canceled, Recurly will send a cancelation webhook. Recurly will send an additional subscription expired webhook once the subscription is no longer active.   <div class="alert alert--warning" markdown="1"> Please note: If a subscription that is set to start in the future is canceled, the subscription will be deleted from the account and will not show up in the account's subscription list. </div>
- [Create Subscription](https://docs.recurly.com/recurly-subscriptions/reference/createsubscription.md): ##### SUBSCRIPTION STARTS DATE If you would like the subscription to start on a specified date, please set the `trial_ends_at` parameter in your API request. Recurly will ignore any trial period currently specified on the plan and begin charging the subscription on the date specified. This is useful for creating your own, custom trial intervals and for importing existing subscriptions from an external system. ##### CREATING AN ACCOUNT SIMULTANEOUSLY To avoid paying multiple transaction fees, Recurly allows you to create a subscription, account and billing information in one API call. That way the billing information can be validated when charging for the subscription. ##### USING STORED BILLING INFO You may create a subscription without specifying billing information if an account already has stored billing information. ##### REDEEMING A COUPON You may optionally pass a coupon_code with the subscription request. The subscription will only be created if the coupon code is valid for the given plan. In the future, to change the coupon that is applied, you will have to remove this coupon from the corresponding account and redeem the new coupon.
- [List Account's Subscriptions](https://docs.recurly.com/recurly-subscriptions/reference/listaccountssubscriptions.md)
- [List Subscriptions](https://docs.recurly.com/recurly-subscriptions/reference/listsubscriptions.md): **Subscription Query States**  | state | description | | --- | --- | | active | Subscriptions that are valid for the current time. This includes subscriptions in a trial period | | canceled | Subscriptions that are valid for the current time but will not renew because a cancelation was requested | | expired | Subscriptions that have expired and are no longer valid | | future | Subscriptions that will start in the future, they are not active yet | | in_trial | Subscriptions that are active or canceled and are in a trial period | | live | All subscriptions that are not expired | | past_due | Subscriptions that are active or canceled and have a past-due invoice |    <div class="alert alert--warning" markdown="1"> Please note: a queried state and the base state of a returned subscription may differ. For example, querying for past_due subscriptions will not result in a list of subscriptions with a 'past_due' state (they will either be 'active' or 'canceled'). Only base states ('pending', 'active', 'canceled', 'expired', 'future') will be present in the returned subscription records. </div>
- [Lookup Subscription Details](https://docs.recurly.com/recurly-subscriptions/reference/lookupsubscriptiondetails.md): **Subscription Attributes**  | Subscription Parameters | Description | | --- | --- | | plan | Nested plan_code and plan name | | uuid | Unique subscription ID | | active | "active", "canceled", "future", "expired" | | unit_amount_in_cents | Unit amount of the subscription | | quantity | Unit amount of the subscription | | currency | 3-letter ISO currency for the subscription | | activated_at | Date the subscription started | | canceled_at | Date the subscription was marked canceled | | expires_at | Date the subscription will end (if state is "canceled") or ended (if state is "expired") | | current_period_started_at | Date the current bill cycle started | | current_period_ends_at | Date the current bill cycle will end | | trial_started_at | Date the trial was started, if applicable | | trial_ends_at | Date the trial ended, if applicable | | tax_in_cents | Amount of tax or VAT within the transaction, in cents. | | tax_type | Tax type as "vat" for VAT or "usst" for US Sales Tax. | | tax_region | Region where taxes are applied. | | tax_rate | Tax rate that will be applied to this subscription. | | po_number | PO number reference. | | net_terms | Invoice net terms in days. | | collection_method | Invoice collection as "automatic" or "manual". | | subscription_add_ons | Nested list of add-ons on the subscription, if applicable | | pending_subscription | Nested information about a pending subscription change at renewal | | terms_and_conditions | Optional notes field. This will default to the Terms and Conditions text specified on the Invoice Settings page in your Recurly admin. Specify custom notes with this tag to add or override Terms and Conditions. Custom notes will stay with a subscription on all renewals. | | customer_notes | Optional notes field. This will default to the Customer Notes text specified on the Invoice Settings page in your Recurly admin. Specify custom notes with this tag to add or override Customer Notes. Custom notes will stay with a subscription on all renewals. | | bank_account_authorized_at | Recurring subscriptions paid with ACH will have this attribute with an iso8601 timestamp value. This timestamp is used for alerting customers to reauthorize in 3 years in accordance with NACHA rules. If a subscription becomes inactive or the billing info is no longer a bank account, this timestamp is cleared and the attribute will not exist. |   ###### PENDING SUBSCRIPTION CHANGES <div class="alert alert--info" markdown="1"> When looking up a subscription that has pending changes, the new subscription details will be in a pending_subscription node. Since immediate subscription changes take place immediately, pending subscription changes will only show for changes occurring when the subscription renews. </div>
- [Postpone Subscription](https://docs.recurly.com/recurly-subscriptions/reference/postponesubscription.md): For an active subscription, this will pause the subscription until the specified date. The subscription will not be prorated. For a subscription in a trial period, modifying the renewal date will modify when the trial expires.
- [Preview Subscription](https://docs.recurly.com/recurly-subscriptions/reference/previewsubscription.md)
- [Preview Subscription Change](https://docs.recurly.com/recurly-subscriptions/reference/previewsubscriptionchange.md)
- [Reactivate Canceled Subscription](https://docs.recurly.com/recurly-subscriptions/reference/reactivatecanceledsubscription.md): Reactivate a canceled subscription so it renews at the end of the current bill cycle.  When a subscription is canceled, it will not renew. It is considered active until the end of the current billing period. Then, the subscription will end. To renew the subscription without modifying it, simply send a reactivation request to this end point.
- [Terminate Subscription](https://docs.recurly.com/recurly-subscriptions/reference/terminatesubscription.md): | Refund Type | Description | | --- | --- | | partial | Prorates a refund based on the amount of time remaining in the current bill cycle. | | full | Performs a full refund of the last charge for the current subscription term. | | none | Terminates the subscription without a refund. |
- [Update Subscription](https://docs.recurly.com/recurly-subscriptions/reference/updatesubscription.md): ##### TIMEFRAME The timeframe parameter controls when the upgrade or downgrade takes place. The subscription change can occur now or when the subscription renews. Generally, if you're performing an upgrade, you will want the change to occur immediately (now). If you're performing a downgrade, you should set the timeframe to "renewal" so the change takes affect at the end of the current billing cycle. ##### ADD-ONS The original subscription's add-ons will be removed unless they are specified in your update subscription request. Please specify all the add-ons that should be present after the subscription change.
- [Update Subscription Notes](https://docs.recurly.com/recurly-subscriptions/reference/updatesubscriptionnotes.md)
- [Create Transaction](https://docs.recurly.com/recurly-subscriptions/reference/createtransaction.md): The Recurly API provides a shortcut for creating an invoice, charge, and optionally account, and processing the payment immediately. When creating an account all of the required account attributes must be supplied. When charging an existing account only the account_code must be supplied.  ##### Using stored billing info You may create a transaction without specifying billing information if an account already has stored billing information. <div class="codewrap" markdown="1"> <div class="codetabs"> <p class="codetab codetab--xml" data-tab="xml">xml</p> <p class="codetab codetab--php" data-tab="php">PHP</p> <p class="codetab codetab--ruby" data-tab="ruby">Ruby</p> <p class="codetab codetab--python" data-tab="python">Python</p> <p class="codetab codetab--text" data-tab="text">text</p> </div>  <div class="codelanguage codelanguage--xml" markdown="1">  ```xml <transaction>   <amount_in_cents>100</amount_in_cents>   <currency>USD</currency>   <account>     <account_code>1</account_code>   </account> </transaction> ```  </div><div class="codelanguage codelanguage--php" markdown="1">  ```php $transaction = new Recurly_Transaction(); $transaction->amount_in_cents = 100; // $1.00 $transaction->currency = 'USD';  $transaction->account = new Recurly_Account(); $transaction->account->account_code = '1';  $transaction->create(); ```  </div><div class="codelanguage codelanguage--ruby" markdown="1">  ```ruby transaction = account.transactions.create(   :amount_in_cents => 1_00,   :currency        => 'USD',   :account         => { :account_code => '1' } ) ```  </div><div class="codelanguage codelanguage--python" markdown="1">  ```python transaction = Transaction(   amount_in_cents=100,   currency='USD',   account=Account(account_code='1') ) transaction.save() ```  </div><div class="codelanguage codelanguage--text" markdown="1">  ```text var transaction = new Transaction("1", 100, "USD"); // account code, unit amount in cents, currency transaction.Create(); ```  </div>       </div>
- [List Account's Transactions](https://docs.recurly.com/recurly-subscriptions/reference/listaccountstransactions.md)
- [List Transactions](https://docs.recurly.com/recurly-subscriptions/reference/listtransactions.md)
- [Lookup Transaction](https://docs.recurly.com/recurly-subscriptions/reference/lookuptransaction.md): The details section contains the account and billing information at the time the transaction was submitted. It may not reflect the latest account information. A transaction_error section may be included if the transaction failed. Please see [transaction error codes](https://recurly.com/developers/pages/api-transaction-errors.html) for more details. **Transaction Attributes**  | Attributes | Description | | --- | --- | | uuid | Unique transaction id | | action | "purchase", "authorization" or "refund" | | amount_in_cents | Total transaction amount in cents | | tax_in_cents | Amount of tax or VAT within the transaction, in cents | | currency | 3-letter currency for the transaction | | status | "success", "failed", or "void" | | payment_method | "credit_card", "paypal", "check", "wire_transfer", "money_order" | | reference | Transaction reference from your payment gateway | | source | Source of the transaction. Possible values: `transaction` for one-time transactions, `subscription` for subscriptions, `billing_info` for updating billing info. | | recurring | True if transaction is recurring | | test | True if test transaction | | voidable | True if the transaction may be voidable, accuracy depends on your gateway | | refundable | True if the transaction may be refunded | | ip_address | Customer's IP address on the transaction, if applicable | | cvv_result | CVV result, if applicable | | avs_result | AVS result, if applicable | | avs_result_street | AVS result for the street address, line 1 | | avs_result_postal | AVS result for the postal code | | created_at | Date the transaction took place | | details | Nested account and billing information submitted at the time of the transaction. When writing a client library, do not map these directly to Account or Billing Info objects. |

## Pages
- [Open Source Attribution](https://docs.recurly.com/recurly-subscriptions/open-source-attribution.md)

## Changelog
- [2026 - Recurly Subscriptions Changelog](https://docs.recurly.com/recurly-subscriptions/changelog/2026.md)
- [2025 - Recurly Subscriptions Changelog](https://docs.recurly.com/recurly-subscriptions/changelog/2025.md)