# Recurly Engage Docs Documentation

> Documentation for Recurly Engage Docs

## Guides
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Goals](https://docs.recurly.com/recurly-engage/docs/goals.md): How to set up and use custom conversion goals for your Recurly Engage prompts.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Email notifications](https://docs.recurly.com/recurly-engage/docs/email-notifications.md): You can now receive notifications when prompts are set to expire.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Billing integrations](https://docs.recurly.com/recurly-engage/docs/billing.md): High‑level overview of all billing and subscription connectors available in Recurly Engage.
- [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)
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [CRM integrations](https://docs.recurly.com/recurly-engage/docs/crm.md): High-level overview of all CRM and engagement connectors available in Recurly Engage.
- [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.
- [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.
- [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.
- [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
- [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.
- [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.
- [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.
- [Analytics integrations](https://docs.recurly.com/recurly-engage/docs/analytics-integrations.md): High-level overview of all analytics integrations available in Recurly Engage.
- [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.
- [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.
- [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.
- [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).
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Push notifications](https://docs.recurly.com/recurly-engage/docs/push.md): How to configure push notification endpoints and credentials for Recurly Engage.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.

## API Reference
- [Introduction](https://docs.recurly.com/recurly-engage/reference/api-introduction.md)
- [Sequence Diagram](https://docs.recurly.com/recurly-engage/reference/api-sequence-diagram.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
- [Impression API](https://docs.recurly.com/recurly-engage/reference/impression-api.md)
- [Dismiss API](https://docs.recurly.com/recurly-engage/reference/dismiss-api.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)
- [Usage Tracker API](https://docs.recurly.com/recurly-engage/reference/usage-tracker-api.md)
- [Reset API](https://docs.recurly.com/recurly-engage/reference/reset-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)
- [Prompt Attributes](https://docs.recurly.com/recurly-engage/reference/prompt-attributes.md)
- [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.
- [Create a new Redfast tenant](https://docs.recurly.com/recurly-engage/reference/post_v1-tenants.md): Creates a new tenant on 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.
- [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.

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


# Recurly RevRec Docs Documentation

> Documentation for Recurly RevRec Docs

## Guides
- [Overview: RevRec](https://docs.recurly.com/recurly-revrec/docs/recurly-revenue-recognition.md): Recurly RevRec automates revenue recognition for ASC 606, IFRS 15/16, ASC 842, and ASC 340-40 compliance, with multi-currency support, real-time insights, and automated contract modifications.
- [RevRec FAQs](https://docs.recurly.com/recurly-revrec/docs/revrec-faqs.md): Find answers to common questions about Recurly RevRec, covering core concepts, application setup, data transformation, reports, administration, credit events, period close, and stage errors.
- [Implementation](https://docs.recurly.com/recurly-revrec/docs/revenue-recognition-implementation.md): Learn about the Recurly RevRec implementation process — a five-phase approach covering BRD and CRP creation, core design, integration, UAT, and Go Live.
- [Compass Assistant — RevRec](https://docs.recurly.com/recurly-revrec/docs/compass-assistant-revrec.md): Compass Assistant is an in-app AI chat experience in Recurly that helps you navigate RevRec tasks, search docs and knowledge base content, and take action using natural language.
- [Setup for RevRec](https://docs.recurly.com/recurly-revrec/docs/setup.md): Get an overview of Recurly RevRec setup — Books, Profiles, Attribute labels, Segments, Business events, and Currencies — and jump to each configuration page.
- [Books (ASC606 vs IFRS15)](https://docs.recurly.com/recurly-revrec/docs/books-asc606-vs-ifrs15.md): Configure ASC 606 and IFRS 15 books in Recurly RevRec to control revenue recognition treatment, including how to set up your primary and secondary books.  <br />
- [Profiles](https://docs.recurly.com/recurly-revrec/docs/profiles.md): Configure application-level controls in Recurly RevRec using Profiles, including currency, overage, contract revision, and revenue duration settings.
- [Access management](https://docs.recurly.com/recurly-revrec/docs/access-management.md): Create roles, manage user access, and configure read-only or administrator privileges in Recurly RevRec.
- [Attribute labels](https://docs.recurly.com/recurly-revrec/docs/attribute-labels.md): Configure attribute labels in Recurly RevRec to map Recurly attribute names to their RevRec counterparts and control display order across contracts, documents, cost, and outbound attributes.
- [Segments](https://docs.recurly.com/recurly-revrec/docs/segments.md): Define your accounting structure in Recurly RevRec using Segments, and use the Segment mapper to link segment values to contract attributes or static codes.
- [Business events](https://docs.recurly.com/recurly-revrec/docs/business-events.md): Configure standard and custom business events in Recurly RevRec, link them to POBs, and structure your event file upload template.
- [Currencies](https://docs.recurly.com/recurly-revrec/docs/currencies.md): Review and edit currency precision settings in Recurly RevRec, where all ISO currency codes are predefined by default.
- [Rules](https://docs.recurly.com/recurly-revrec/docs/rules.md): Overview of the Rules section in Recurly RevRec — covering contract grouping, performance obligations, standalone selling price, variable considerations, cost, holds, and additional journals.
- [Contract grouping](https://docs.recurly.com/recurly-revrec/docs/contract-grouping.md): Configure and manage Contract Grouping rules in Recurly RevRec to define how transactions are grouped into contracts for revenue recognition.
- [Performance obligation](https://docs.recurly.com/recurly-revrec/docs/performance-obligation.md): Configure performance obligations (POBs) in Recurly RevRec, including recognition rules, POB rules, and revenue forecasting for ASC 606 and IFRS 15 compliance.
- [Standalone selling price](https://docs.recurly.com/recurly-revrec/docs/standalone-selling-price.md): Set up Standalone Selling Price (SSP) in Recurly RevRec, configure the SSP Analyzer for data upload or automated analysis, and prepare and approve SSP data.
- [Variable considerations](https://docs.recurly.com/recurly-revrec/docs/variable-considerations.md): Configure variable consideration (VC) templates and rules in Recurly RevRec, upload transaction data, and understand how VC estimates apply automatically to transaction lines.
- [Cost](https://docs.recurly.com/recurly-revrec/docs/cost.md): Configure cost types, cost rules, and cost file uploads in Recurly RevRec to manage manual and formula-based cost calculation for revenue recognition.
- [Holds](https://docs.recurly.com/recurly-revrec/docs/holds.md): Configure contract and element level holds in Recurly RevRec to pause revenue recognition based on specific conditions, and learn how to apply and release holds manually.
- [Additional journals](https://docs.recurly.com/recurly-revrec/docs/additional-journals.md): Configure Additional Journals in Recurly RevRec to generate journal entries for special-purpose requirements based on billing, revenue waterfall, or adjustment waterfall amounts.
- [Custom fields for RevRec](https://docs.recurly.com/recurly-revrec/docs/custom-fields-revrec.md): Map Recurly custom fields to RevRec attribute slots F36–F40 to carry contextual business data into your revenue recognition workflows, reports, and ERP output.  <br />
- [Coupon code visibility](https://docs.recurly.com/recurly-revrec/docs/coupon-code-visibility.md): RevRec surfaces coupon code data from Recurly Billing at the subscription and charge line level, including on credit events, to help your finance team trace discounts for ASC 606 and IFRS 15 reporting.
- [Revenue workbench](https://docs.recurly.com/recurly-revrec/docs/revenue-recognition-workbench.md): Use the Revenue Workbench in Recurly RevRec to review contracts, analyze performance obligations, and perform manual actions including linking, POB changes, revenue recognition, and allocation management.
- [Contract modification](https://docs.recurly.com/recurly-revrec/docs/-contract-modification.md): Understand the six types of contract modifications in Recurly RevRec, set contract revision levels, configure modification rules, and view changes in the Revenue Workbench.
- [Imports and exports](https://docs.recurly.com/recurly-revrec/docs/imports-exports.md): Use the Import/Export tool in Recurly RevRec to upload transactions, events, and cost files, manage the stage area, transfer journal entries, and close periods.
- [Credits](https://docs.recurly.com/recurly-revrec/docs/recurly-revenue-recognition-credits.md): Overview of Recurly RevRec credit types — Goodwill, On-account, and Prepayment credits — including how to configure credit event inclusion in revenue recognition and how credits appear in RevRec.
- [Goodwill credit](https://docs.recurly.com/recurly-revrec/docs/goodwill-credit.md): Learn how Goodwill credits work in Recurly RevRec — how they're issued, redeemed, voided, and tracked in revenue recognition reports using plan codes.
- [On-account credit](https://docs.recurly.com/recurly-revrec/docs/on-account-credit.md): Learn how on-account credits work in Recurly RevRec — how they're issued when subscriptions are canceled, redeemed, voided, and tracked in revenue recognition reports using plan codes.
- [Prepayment credit](https://docs.recurly.com/recurly-revrec/docs/prepayment-credit.md): Learn how prepayment credits work in Recurly RevRec — how advance payments are tracked as a single SO line with two invoices, and how to identify prepayment credit activity by plan code.
- [Product bundle](https://docs.recurly.com/recurly-revrec/docs/product-bundle.md): Group multiple products into a single unit in Recurly RevRec so one parent sales order line automatically expands into its configured child lines.
- [Month end close](https://docs.recurly.com/recurly-revrec/docs/month-end-close-overview.md): The month end close process finalizes all billing and financial data for a period in Recurly RevRec, with automatic and manual options.
- [Automatic month end close](https://docs.recurly.com/recurly-revrec/docs/automatic-month-end-close.md): Use the Period Close Checklist in Recurly RevRec to finalize data, transfer journals, reconcile balances, and automatically close each period.
- [Manual month end close](https://docs.recurly.com/recurly-revrec/docs/manual-month-end-close.md): Follow the ordered steps to verify data, reconcile reports, transfer journal entries, and manually close a period in Recurly RevRec.
- [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.
- [Data transformation](https://docs.recurly.com/recurly-revrec/docs/data-transformation.md): Recurly RevRec data transformation features let you bundle products, apply data rules, auto-generate billing, derive exchange rates, and build analytics datasets.
- [Autobill for external data](https://docs.recurly.com/recurly-revrec/docs/autobill-for-external-data.md): Auto Bill in Recurly RevRec generates invoice lines directly from uploaded sales orders, so you don't import separate billing files when subscription and billing terms align.
- [Derive exchange rate for external data](https://docs.recurly.com/recurly-revrec/docs/derive-exrate-for-external-data.md): Recurly RevRec automatically derives the correct currency exchange rate for contracts, invoices, and costs created outside Recurly, based on their creation date.  <br />
- [Datasets](https://docs.recurly.com/recurly-revrec/docs/data-sets.md): Datasets in Recurly RevRec are custom, user-defined tables of attributes that power your reports and analysis, refreshing nightly to keep insights current.
- [Dashboard](https://docs.recurly.com/recurly-revrec/docs/dashboard.md): The Revenue Recognition Dashboard gives finance teams a real-time view of revenue performance, deferred balances, and audit-ready compliance metrics in one place.
- [RevRec Reports](https://docs.recurly.com/recurly-revrec/docs/reports.md): Recurly RevRec's reporting module provides detailed reports across revenue, cost, transactions, balances, audit, and exceptions, with configurable views and savable layouts.
- [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.
- [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.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Manual journal entry](https://docs.recurly.com/recurly-revrec/docs/manual-journal-entry.md): Upload accounting adjustments directly into Recurly RevRec with full control over journal data, posting period, and approval workflow.
- [App Management — RevRec](https://docs.recurly.com/recurly-revrec/docs/recurly-revenue-recognition-app-management.md): Configure Recurly RevRec to handle App Store and Google Play Store subscription data through contract grouping, an exclusive POB, data rules, and the App Management integration.

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

## Changelog
- [April 30, 2026](https://docs.recurly.com/recurly-revrec/changelog/april-30-2026.md)
- [2026](https://docs.recurly.com/recurly-revrec/changelog/2026.md)
- [2025](https://docs.recurly.com/recurly-revrec/changelog/2025.md)


# Recurly Subscriptions Docs Documentation

> These pages serve as a guide to set up your Recurly account and as reference documentation for working with everything Recurly has to offer.

## Guides
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 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.
- [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.
- [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.
- [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 />
- [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.
- [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](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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Payment settings](https://docs.recurly.com/recurly-subscriptions/docs/payment-settings.md): Configure Account Updater, CVV and AVS verification rules, and duplicate billing information prevention from Recurly's Payment Settings page.
- [Payment gateways](https://docs.recurly.com/recurly-subscriptions/docs/payment-gateways-1.md): Overview of Recurly's supported payment gateways, with links to setup documentation for each provider.
- [Adyen](https://docs.recurly.com/recurly-subscriptions/docs/adyen.md): Set up and configure the Adyen payment gateway with Recurly, including webhooks, alternative payment methods, regional cards, and gateway feature support.
- [Authorize.net](https://docs.recurly.com/recurly-subscriptions/docs/authorizenet.md): Connect Authorize.net to Recurly to process credit card transactions — configure your API credentials, AVS, CVV, and card type settings in a few steps.
- [Amazon Pay V2](https://docs.recurly.com/recurly-subscriptions/docs/amazon-pay-v2.md): Integrate Amazon Pay V2 with Recurly using Recurly.js to let customers subscribe and purchase using payment methods already stored in their Amazon account.
- [Braintree](https://docs.recurly.com/recurly-subscriptions/docs/braintree-rd.md): Connect Braintree to Recurly to process credit cards, PayPal, Venmo, Apple Pay, and Google Pay — with multi-currency support and optional Braintree Vault storage.
- [Chase Paymentech Orbital](https://docs.recurly.com/recurly-subscriptions/docs/chase-paymentech-orbital.md): Connect Chase Paymentech Orbital (Salem Platform) to Recurly to process credit card, Google Pay, and China UnionPay transactions across a wide range of currencies.
- [Check Commerce](https://docs.recurly.com/recurly-subscriptions/docs/check-commerce.md): Set up a Check Commerce account through Recurly to accept ACH payments from US-based customers — covering eligibility, required documents, and gateway configuration.
- [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): Connect Commerce Hub (formerly First Data / Payeezy) to Recurly to process card, Apple Pay, Google Pay, and network token transactions globally via Fiserv's payment management platform.
- [Cybersource](https://docs.recurly.com/recurly-subscriptions/docs/cybersource.md): Connect CyberSource to Recurly using your Merchant ID, SOAP Toolkit key, and P12 certificate to process card, Apple Pay, and Google Pay transactions globally.
- [Ebanx (APAC and LATAM)](https://docs.recurly.com/recurly-subscriptions/docs/ebanx-gateway.md): Connect Ebanx to Recurly to process UPI AutoPay, Pix Automatico, and Mercado Pago subscription payments across India, Brazil, and Latin America.
- [FreedomPay](https://docs.recurly.com/recurly-subscriptions/docs/freedompay.md): Connect FreedomPay to Recurly using your Store ID, Terminal ID, Enhanced Security Key, and RSA Key to process card payments, gateway tokens, and Point of Sale subscriptions.
- [GoCardless](https://docs.recurly.com/recurly-subscriptions/docs/gocardless.md): Connect GoCardless to Recurly to process direct debit payments via SEPA, ACH, BACS, and BECS — covering OAuth setup, currency configuration, webhooks, and refund handling.
- [Nuvei](https://docs.recurly.com/recurly-subscriptions/docs/nuvei.md): Connect Nuvei to Recurly to process card, Apple Pay, and Google Pay transactions globally — with 3DS2 support, dynamic descriptors, and AVS/CVV verification.
- [PayPal Complete](https://docs.recurly.com/recurly-subscriptions/docs/paypal-complete.md): Connect PayPal Complete to Recurly to accept credit cards, debit cards, and PayPal payments — with support for subscriptions, one-time payments, and the PayPal Recurring Module.
- [Stripe](https://docs.recurly.com/recurly-subscriptions/docs/stripe.md): Connect Stripe to Recurly to process card payments, Apple Pay, Google Pay, and Stripe Elements payment methods globally — with 3DS2, Auth and Capture, and India e-mandate support.
- [TSYS](https://docs.recurly.com/recurly-subscriptions/docs/tsys.md): Connect TSYS Gateway to Recurly to process credit card purchases, recurring billing, and MOTO transactions for US-based merchants on the Summit Host Capture platform.
- [WorldPay US eCommerce (formerly Vantiv)](https://docs.recurly.com/recurly-subscriptions/docs/vantiv.md): Connect WorldPay eCommerce (formerly Vantiv/Litle) to Recurly to process card payments and Apple Pay for US and Canadian merchants — with automatic account updater and fraud filtering support.
- [Worldpay - Global e-commerce](https://docs.recurly.com/recurly-subscriptions/docs/worldpaydlocal-latam-support.md): Connect WorldPay WPG to Recurly for global payment processing — including LATAM via Ebanx, SEPA, ACH, Tarjeta Naranja, and multi-currency support across 50+ currencies.
- [Payment methods](https://docs.recurly.com/recurly-subscriptions/docs/payment-methods.md): An overview of every payment method Recurly supports — including cards, digital wallets, direct debit, and local payment methods — with gateway, currency, and region details.
- [Credit cards](https://docs.recurly.com/recurly-subscriptions/docs/credit-cards.md): Process credit and debit card payments through Recurly across 14 supported gateways — with Level II data support, dual/co-badged card compliance, and MOTO processing.
- [Prepaid and gift cards](https://docs.recurly.com/recurly-subscriptions/docs/prepaid-and-gift-cards.md): Accept prepaid Visa, Mastercard, and other network-branded cards on Recurly using any card-supporting gateway — with guidance on AVS limitations, free trial risk, and blocking prepaid cards.
- [PayPal](https://docs.recurly.com/recurly-subscriptions/docs/paypal-payments.md): Accept PayPal payments on Recurly using PayPal Complete or Braintree — including Express Checkout, One Touch, and automatic shipping and billing address collection.
- [Apple Pay on the Web](https://docs.recurly.com/recurly-subscriptions/docs/apple-pay-on-the-web.md): Integrate Apple Pay on the Web with Recurly using Recurly.js v4 or Checkout — covering certificate setup, MPAN best practices, and gateway-specific configuration for Braintree.
- [Google Pay™](https://docs.recurly.com/recurly-subscriptions/docs/google-pay.md): Accept Google Pay™ payments on Recurly through Stripe, Adyen, Braintree, Worldpay, CyberSource, Commerce Hub, or Chase Orbital — available in Google Chrome on web and Android devices.
- [Link Pay by Stripe](https://docs.recurly.com/recurly-subscriptions/docs/stripe-link-pay.md): Enable Link Pay by Stripe on Recurly to let customers auto-fill saved cards and US bank accounts at checkout — available exclusively via Stripe Payment Elements.
- [Amazon Pay](https://docs.recurly.com/recurly-subscriptions/docs/amazon-pay.md): Let customers pay using their Amazon account on your Recurly site — available in V1 (widgets) and V2 (redirect), with support for subscriptions, multi-currency, and Recurly.js integration.
- [Cash App Pay](https://docs.recurly.com/recurly-subscriptions/docs/cash-app-pay.md): Accept Cash App Pay on Recurly via Adyen (Recurly.js) or Stripe (Payment Elements) — supporting USD subscription sign-ups and QR code–based contactless payments.
- [ACH (US only)](https://docs.recurly.com/recurly-subscriptions/docs/ach-bank-payments.md): Accept ACH bank account payments on Recurly for US merchants — with NACHA-regulated authorization requirements, dunning guidance, and support across Adyen, GoCardless, Stripe, Worldpay, and Check Commerce.
- [SEPA](https://docs.recurly.com/recurly-subscriptions/docs/sepa-direct-debit.md): Accept SEPA Direct Debit payments on Recurly for EUR-denominated one-time and recurring transactions across the European Union — via Adyen, Stripe, GoCardless, or Worldpay.
- [BACS (UK Only)](https://docs.recurly.com/recurly-subscriptions/docs/bacs.md): Accept BACS Direct Debit payments on Recurly for GBP-denominated recurring transactions in the United Kingdom — via GoCardless, Stripe, or Adyen.
- [Revolut](https://docs.recurly.com/recurly-subscriptions/docs/revolut.md): Accept Revolut Pay on Recurly via Stripe Payment Elements — letting UK and EU customers pay using their Revolut balance or saved cards with app-based authentication.
- [BECS](https://docs.recurly.com/recurly-subscriptions/docs/becs.md): Accept BECS Direct Debit payments on Recurly for AUD-denominated recurring transactions in Australia — via GoCardless or Stripe (Third Party Checkout).
- [Klarna (BNPL, Pay Now, Pay Later)](https://docs.recurly.com/recurly-subscriptions/docs/klarna-bnpl-pay-now-pay-later.md): Accept Klarna's flexible payment options on Recurly via Stripe Payment Elements — including Pay Now, Pay Later, and Buy Now Pay Later installments for B2C subscriptions.
- [iDEAL](https://docs.recurly.com/recurly-subscriptions/docs/ideal.md): Accept iDEAL payments on Recurly for initial subscription payments from Netherlands customers — via Adyen or Stripe, with SEPA Direct Debit handling recurring renewals.
- [Klarna Debit Risk (formerly Sofort)](https://docs.recurly.com/recurly-subscriptions/docs/sofort.md): Accept Klarna Debit Risk (formerly Sofort) on Recurly via Adyen for initial subscription payments in Germany, Austria, Switzerland, and Belgium — available to existing Sofort merchants only.
- [Venmo™](https://docs.recurly.com/recurly-subscriptions/docs/pay-with-venmo.md): Accept Venmo™ payments on Recurly via Braintree and Recurly.js — supporting USD subscription sign-ups with QR code and desktop web authentication.
- [Boleto](https://docs.recurly.com/recurly-subscriptions/docs/boleto.md): Accept Boleto Bancário payments on Recurly via Adyen for the Brazilian market — generating barcode invoices payable at ATMs, banks, online banking, or retail stores.
- [Mercado Pago](https://docs.recurly.com/recurly-subscriptions/docs/mercadopago.md): Accept Mercado Pago payments on Recurly via Ebanx for subscription sign-ups in Brazil, Argentina, Chile, Mexico, and Uruguay — with automatic retries and Recurly.js integration.
- [Pix Automático](https://docs.recurly.com/recurly-subscriptions/docs/pix-automatico.md): Accept Pix Automático payments on Recurly via Ebanx for recurring subscription sign-ups in Brazil — with QR code–based enrollment, automatic retries, and bank app cancellation support.
- [UPI AutoPay](https://docs.recurly.com/recurly-subscriptions/docs/upi-autopay.md): Accept UPI AutoPay recurring payments on Recurly via Ebanx for Indian merchants — with mandate setup, QR code and App Intent authentication, and webhook-driven subscription lifecycle management.
- [Gateway configuration and features](https://docs.recurly.com/recurly-subscriptions/docs/gateway-configuration-and-features.md): An overview of Recurly's payment gateway configuration options — including multiple gateways, custom routing, failover, fraud management, and multi-currency support.
- [Payment gateway & merchant account overview](https://docs.recurly.com/recurly-subscriptions/docs/gateway-merchant-account-overview.md): An overview of how payment gateways, merchant accounts, and card issuers work together in Recurly's transaction flow — and how to choose the right setup for your business.
- [Gateways & payment methods configuration](https://docs.recurly.com/recurly-subscriptions/docs/payment-gateways.md): Configure payment gateways in Recurly — add credentials, set card types, enable Zero Dollar Authorizations, manage failover, and switch gateways without losing customer payment data.
- [Multiple gateway configuration](https://docs.recurly.com/recurly-subscriptions/docs/gateway-configuration.md): Configure multiple payment gateways in Recurly to support diverse currencies, card types, and payment methods — with gateway hierarchy, default settings, and failover.
- [Gateways and token support](https://docs.recurly.com/recurly-subscriptions/docs/gateway-token-support.md): Understand how Recurly handles gateway tokens, network tokens, and one-time tokens — including storage location, interoperability rules, and gateway-specific tokenisation behaviour.
- [Custom gateway routing (merchant-initiated)](https://docs.recurly.com/recurly-subscriptions/docs/custom-gateway-routing-configuration.md): Use Recurly's Custom Gateway Routing to direct transactions to a specific payment gateway by passing a gateway_code — for fund segregation, acceptance rate optimization, and subscription routing control.
- [Gateway failover](https://docs.recurly.com/recurly-subscriptions/docs/gateway-failover.md): Enable Gateway Failover in Recurly to automatically route transactions to a backup gateway when your primary gateway experiences downtime — ensuring continuous payment processing.
- [NACHA verification](https://docs.recurly.com/recurly-subscriptions/docs/nacha-verification.md): Meet NACHA bank account verification requirements for ACH in Recurly — with built-in support via Adyen (Giact), Stripe (Financial Connections), and Worldpay, plus guidance for external verification with GoCardless and Check Commerce.
- [Currency support](https://docs.recurly.com/recurly-subscriptions/docs/currency-support-by-gateway.md): An overview of currencies supported by Recurly — including gateway-specific currency availability, ISO standard currencies, and zero decimal currency handling.
- [Fraud management](https://docs.recurly.com/recurly-subscriptions/docs/fraud-management.md): Configure Recurly's fraud management tools — including Kount integration, AVS/CVV verification, risk score thresholds, velocity rules, and blocked countries — to protect against payment fraud.
- [Chargeback management for cards](https://docs.recurly.com/recurly-subscriptions/docs/chargeback-management-for-cards.md): Manage card chargebacks in Recurly — automatically create refund invoices, expire subscriptions, and configure gateway-specific chargeback webhooks for Adyen, Chase Orbital, and Stripe.
- [Payment descriptors](https://docs.recurly.com/recurly-subscriptions/docs/payment-descriptors.md): Configure dynamic payment descriptors in Recurly to display your business name and charge details on customer bank statements — reducing friendly chargebacks and improving transparency.
- [Gateway specific information for invoice numbers](https://docs.recurly.com/recurly-subscriptions/docs/gateway-specific-information-for-invoice-numbers.md): Reference guide for how each payment gateway handles invoice numbers in Recurly — including character limits, truncation behavior, and gateway-specific attribute mappings.  <br />
- [Direct debit retries](https://docs.recurly.com/recurly-subscriptions/docs/sepa-retries.md): Enable Recurly's automatic Direct Debit retry feature for ACH, BACS, BECS, and SEPA payments — retrying failed insufficient funds transactions up to twice, per NACHA, SEPA, and EU/AU regulations.
- [How to test your gateway](https://docs.recurly.com/recurly-subscriptions/docs/how-to-test-your-gateway.md): Validate your Recurly payment gateway configuration by running a test transaction in development or production mode before going live.
- [Test gateway](https://docs.recurly.com/recurly-subscriptions/docs/test.md): Use Recurly's Test Gateway to simulate credit card and ACH transactions — with predefined card numbers for successful transactions, declines, and 3DS2 challenge flows.
- [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.
- [Involuntary churn](https://docs.recurly.com/recurly-subscriptions/docs/involuntary-churn.md): Reduce involuntary customer churn in Recurly through Account Updater, Intelligent Retries, Dunning Campaigns, Expired Card Management, and backup payment methods.
- [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.
- [Static retries](https://docs.recurly.com/recurly-subscriptions/docs/static-retries.md): Understand Recurly's static retry logic for failed subscription payments — including soft decline schedules, hard decline exceptions, gateway error handling, manual collection, and APM-specific retry rules.
- [Intelligent retries](https://docs.recurly.com/recurly-subscriptions/docs/retry-logic.md): Recurly's Intelligent Retries uses machine learning to determine the optimal time to retry a declined recurring credit card payment, improving recovery rates and reducing involuntary subscriber churn.
- [Dunning campaigns](https://docs.recurly.com/recurly-subscriptions/docs/dunning-management.md): Configure Recurly's dunning campaigns to recover failed payments — including email schedules, dunning cycles, multiple campaigns, priority logic, and best practices for maximizing recovery rates.
- [Expired card management](https://docs.recurly.com/recurly-subscriptions/docs/expired-card-management.md): Recurly's Expired Card Management automatically extends expiring card dates before renewal to reduce transaction failures and involuntary churn — no setup required.
- [Backup payment method](https://docs.recurly.com/recurly-subscriptions/docs/backup-payment-method.md): Enable Recurly's Backup Payment Method to automatically switch to a subscriber's alternate payment method when their primary payment fails — reducing involuntary churn and improving renewal success rates.
- [Voluntary churn](https://docs.recurly.com/recurly-subscriptions/docs/voluntary-churn.md): Reduce voluntary subscription churn in Recurly by offering pause options, targeted Recurly Engage campaigns, and personalized retention offers before customers cancel.
- [Overview: Recurring billing](https://docs.recurly.com/recurly-subscriptions/docs/overview-2.md): An overview of Recurly's Recurring Billing tools — designed to help merchants automate billing cycles, manage subscriptions, and grow revenue streams.
- [Invoices](https://docs.recurly.com/recurly-subscriptions/docs/invoices-1.md): An overview of Recurly's invoicing tools — including the invoice dashboard, invoice management, editing, and credit invoices for managing billing adjustments.
- [Invoice dashboard](https://docs.recurly.com/recurly-subscriptions/docs/invoices.md): View, search, filter, and sort all customer invoices from Recurly's centralized invoice dashboard — with full status definitions for charge and credit invoices.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Billing preferences](https://docs.recurly.com/recurly-subscriptions/docs/billing-preferences.md): Optimize your billing strategy with Recurly's versatile Billing Preferences.
- [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.
- [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.
- [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.
- [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.
- [Taxes](https://docs.recurly.com/recurly-subscriptions/docs/taxes.md): Navigate the complexities of global taxation with Recurly's robust taxes environment.
- [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.
- [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.
- [VAT & GST support](https://docs.recurly.com/recurly-subscriptions/docs/vat-gst-support.md): Configure VAT and GST tax collection in Recurly, set up tax registration numbers, and enable country-specific tax rates from your Business Entities settings.
- [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.
- [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.
- [Overview: Recurly Recover](https://docs.recurly.com/recurly-subscriptions/docs/overview-recurly-recover.md): Use Recurly Recover's standalone retry engine to collect on past-due invoices from your existing billing platform — without adopting Recurly for subscription management.
- [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.
- [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: 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.
- [App Management](https://docs.recurly.com/recurly-subscriptions/docs/app-management.md): App Management gives you a complete, cross-platform picture of your subscription business by syncing App Store and web data, centralizing lifecycle notifications, and streamlining entitlements.
- [App Management setup](https://docs.recurly.com/recurly-subscriptions/docs/step-by-step-process.md): Connect your Apple App Store and Google Play apps to Recurly App Management to track subscription lifecycles, then configure external products, entitlements, and webhooks.
- [API support and webhooks](https://docs.recurly.com/recurly-subscriptions/docs/api-support-and-webhooks.md): Use Recurly's REST API endpoints and webhooks to programmatically retrieve mobile app subscription data and respond to subscription lifecycle events.
- [Using App Management](https://docs.recurly.com/recurly-subscriptions/docs/using-app-management.md): View your mobile app subscriptions, analyze performance with cross-platform dashboards, export data, and automate subscription workflows with App Management.
- [Integration best practices](https://docs.recurly.com/recurly-subscriptions/docs/integration-best-practices.md): Best practices for configuring, testing, syncing, and building on App Management — covering sandbox testing, data migration, external products, webhooks, and automated exports.
- [Sell and manage Apple subscriptions through Recurly](https://docs.recurly.com/recurly-subscriptions/docs/sell-and-manage-apple-subscriptions-through-recurly.md): Offer web-based subscription checkouts outside the App Store with Recurly Checkout or Recurly.js — two secure, PCI-compliant ways to sell digital subscriptions and goods.
- [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.
- [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.
- [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.
- [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.
- [Profile](https://docs.recurly.com/recurly-subscriptions/docs/profile.md): Streamline your security and contact settings effortlessly in a user-friendly interface.
- [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.
- [Custom fields - API](https://docs.recurly.com/recurly-subscriptions/docs/custom-fields-legacy-api-content.md)
- [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.
- [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.
- [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.
- [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.
- [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.
- [REST API keys](https://docs.recurly.com/recurly-subscriptions/docs/api-keys.md): Integrate and communicate effortlessly with Recurly using secure REST API keys.
- [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.
- [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.
- [Webhooks (JSON & XML)](https://docs.recurly.com/recurly-subscriptions/docs/webhooks.md): Seamless synchronization with Recurly actions using Webhooks.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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](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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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)
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Churn management analytics](https://docs.recurly.com/recurly-subscriptions/docs/churn-management-analytics.md): Harness the power of churn management analytics.
- [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.
- [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.
- [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 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.
- [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.
- [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 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 declines trendalyzer](https://docs.recurly.com/recurly-subscriptions/docs/renewal-declines-trendalyzer.md): Analyze your renewal decline trends of various metrics with dynamic pivoting.
- [Dunning campaigns overview](https://docs.recurly.com/recurly-subscriptions/docs/dunning-campaigns-overview.md): Discover the dunning campaigns tools Recurly offers.
- [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 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 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Adjustments - export](https://docs.recurly.com/recurly-subscriptions/docs/adjustments-exports.md): Unveil detailed insights with the Adjustments Export feature.
- [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 — taxes - export](https://docs.recurly.com/recurly-subscriptions/docs/adjustments-taxes-export.md): Maximize your reporting efficiency with the Adjustments - Taxes export section.
- [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 - 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.
- [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.
- [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.
- [Gift cards - export](https://docs.recurly.com/recurly-subscriptions/docs/gift-cards-export.md)
- [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.
- [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.
- [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.
- [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.
- [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 — external - export](https://docs.recurly.com/recurly-subscriptions/docs/subscriptions-external.md): Track and manage Subscriptions - External export effortlessly.
- [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 — 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.
- [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.
- [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.
- [Transactions - export](https://docs.recurly.com/recurly-subscriptions/docs/transaction-export.md): Maximize your understanding of every payment interaction with the comprehensive Transactions 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.  #
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Braze integration](https://docs.recurly.com/recurly-subscriptions/docs/braze-integration.md): Elevate your customer engagement platform with Recurly's seamless integration with Braze.
- [MailChimp integration](https://docs.recurly.com/recurly-subscriptions/docs/mailchimp.md): Elevate your email marketing campaigns with Recurly's seamless integration with MailChimp.
- [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 />
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Card on file](https://docs.recurly.com/recurly-subscriptions/docs/card-on-file.md): Discover how Recurly manages credentials on file.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Payments Use Case Guides](https://docs.recurly.com/recurly-subscriptions/docs/popular-use-cases.md)
- [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.
- [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.
- [3D secure 2.0 with stored Billing Information](https://docs.recurly.com/recurly-subscriptions/docs/using-3d-secure-with-stored-billing-information.md)
- [Send CVV for Return Customers](https://docs.recurly.com/recurly-subscriptions/docs/send-cvv-for-return-customers.md): Mastercard and certain gateways mandate CVV on all customer initiated transactions. Recurly offers several options to comply with these requirements.
- [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.
- [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.
- [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.
- [Free Trial Gateway Routing Continuity ](https://docs.recurly.com/recurly-subscriptions/docs/free-trial-gateway-routing-continuity.md)
- [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).
- [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.
- [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!
- [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.
- [LATAM Payment Methods](https://docs.recurly.com/recurly-subscriptions/docs/latam-payment-methods.md)
- [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.
- [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.
- [APAC Payment Methods](https://docs.recurly.com/recurly-subscriptions/docs/apac-payment-methods.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.
- [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.
- [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)
- [Aynchronous payments webhook guide](https://docs.recurly.com/recurly-subscriptions/docs/asynchronous-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: 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Overview](https://docs.recurly.com/recurly-subscriptions/docs/overview-recurlyjs.md)
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Recurly Engage](https://docs.recurly.com/recurly-subscriptions/docs/engage.md): Use Recurly Engage with Recurly.js
- [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.
- [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.
- [Examples](https://docs.recurly.com/recurly-subscriptions/docs/examples.md): Quick links to officially-maintained sample integrations for Ruby, Node.js, Python, and PHP.
- [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.
- [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.
- [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.
- [Open source attribution](https://docs.recurly.com/recurly-subscriptions/docs/open-source-attribution-1.md)
- [Recurly Navigate Home Page](https://docs.recurly.com/recurly-subscriptions/docs/navigate-home.md): Explore Recurly Navigate, your Subscription Success Hub. Access expert learning paths to launch, acquire, retain, and scale your recurring revenue business.
- [Recurly Navigate: Launch](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch.md): Master Recurly strategy and launch best practices from the start. Configure payment gateways, schedule ideal Dunning communications, and get a headstart on your subscription analytics. From invoice fundamentals to the "First 90 Days" Launchpad learning paths, ensure a seamless transition from beginning production to site optimization with Recurly Navigate's expert-led paths.
- [Welcome to Navigate](https://docs.recurly.com/recurly-subscriptions/docs/navigate-intro.md): Welcome to Recurly Navigate, your official orientation to our digital Customer Success program. Learn how the Subscription Flywheel framework helps launch, acquire, retain, and scale your subscription business through curated learning paths and live expert guidance.
- [Welcome: The Subscription Flywheel](https://docs.recurly.com/recurly-subscriptions/docs/navigate-intro-flywheel.md): Master the four pillars of subscription growth with the Recurly Flywheel framework. Discover strategic insights for optimized subscription setup, subscriber acquisition, churn reduction, and global business scaling.
- [Welcome: Exploring Navigate home](https://docs.recurly.com/recurly-subscriptions/docs/navigate-intro-home.md): Learn how to access and maximize Recurly Navigate Home. Explore curated learning paths, technical documentation links, live training webinars, and weekly Customer Success Office Hours designed to accelerate your subscription business growth.
- [Welcome: The full program](https://docs.recurly.com/recurly-subscriptions/docs/navigate-intro-expect.md): Maximize subscription growth with the full Recurly Navigate program. Access 1:1 expert customer success sessions, live optimization webinars, weekly drop-in Office Hours, and proactive subscription health metric monitoring.
- [Resource Library](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-resource-library.md): Explore the Recurly Navigate Resource Library for a centralized hub of subscription tools, expert assets, and support links. Access Global Office Hours, live webinars, product changelogs, technical FAQs, and Recurly Docs configuration guides.
- [Navigate monthly calendar](https://docs.recurly.com/recurly-subscriptions/docs/navigate-home-monthly-calendar.md): Join Recurly's Customer Success Office Hours this July to master data dashboards, leverage churn tools, and optimize your subscription management strategy. Register for live, expert-led Navigate sessions available across global time zones, including EMEA.
- [Launchpad phase one: Optimize](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-launchpad-phase-one.md): Master your subscription billing lifecycle with Launchpad Phase One: Optimize. Discover how to configure automated dunning retry strategies, enable automatic card account updaters, and set up payment gateway failover routing to eliminate involuntary churn and secure post-launch subscription revenue from day one.
- [Launchpad phase one: Final production testing](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-launchpad-phase-one-production-testing.md): Eliminate checkout bugs before your subscribers find them. Learn how to safely run live test transactions, verify 3DS and PSD2 compliance routing, minimize mobile browser friction, and manage instant test refunds with Recurly’s production testing guide.
- [Launchpad phase one: Dunning](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-launchpad-phase-one-dunning.md): Don't lose subscribers to failed credit cards. Optimize your revenue retention with Recurly’s automated dunning management guide. Learn to map ideal 28-day and 60-day retry windows, construct escalating email flows, and deploy intelligent retry logic to recover revenue seamlessly.
- [Launchpad phase one: Account Updater](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-launchpad-phase-one-account-updater.md): Eliminate payment credit card declines before renewals occur. Learn how to configure Recurly’s Account Updater, locate your Mastercard MCC and Amex SE numbers, exploit real-time gateway updates, and lower involuntary subscription churn.
- [Launchpad phase one: Branding emails & invoices](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-launchpad-phase-one-branding.md): Build subscriber trust and maximize payment recovery rates by personalizing your recurring billing communications. Learn how to configure custom HTML email templates, upload merchant logos, customize automated dunning messages, and brand your B2B subscription invoices within Recurly site settings.
- [Launchpad phase one: Gateway Failover](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-launchpad-phase-one-gateway-failover.md): Protect subscription revenue from payment gateway outages. Learn how to configure automatic Gateway Failover in Recurly to seamlessly reroute live checkouts and queue recurring renewals using a backup payment gateway.
- [Launchpad phase one: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-launchpad-phase-one-review.md): Review and verify your completed subscription billing setup with Recurly’s Launchpad Phase 1 summary. Ensure your production testing, automated dunning windows, account updater settings, and gateway failover routing are fully configured to secure revenue before moving to Phase 2 metrics.
- [Launchpad phase two: Mastering metrics](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-phase-two.md): Master the core subscription metrics and KPIs that drive business growth. Learn to navigate Recurly Analytics, track voluntary and involuntary churn, and utilize the Benchmarks Dashboard to protect and optimize your subscription revenue.
- [Launchpad phase two: Benchmarks & reporting](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-phase-two-benchmarks-dashboard.md)
- [Launchpad phase two: Acquisition & decline](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-phase-two-acquisition-metrics.md): Optimize your subscription growth funnel by mastering your subscriber acquisition rate and sign-up decline rate. Learn how to pinpoint checkout friction, detect card-testing fraud, compare gateway performance, and leverage Recurly Analytics to maximize your transaction approval rates.
- [Launchpad phase two: Churn metrics](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-phase-two-churn-metrics.md): Diagnose and minimize subscriber loss by understanding the breakdown between voluntary and involuntary churn. Learn how to calculate churn rates, analyze performance in the Recurly Benchmarks Dashboard, and utilize revenue retention tools like Account Updater and dunning optimization to maximize subscriber loyalty.
- [Launchpad phase two: Revenue recovery](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-phase-two-retention-metrics.md)
- [Launchpad phase two: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-launch-phase-two-review.md): Review your subscription optimization progress and access essential growth resources. Recap core subscription metrics, utilize your KPI quick reference guide, and prepare for your Monthly Metrics Scorecard to track long-term revenue recovery and business health.
- [Recurly Navigate: Acquire](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire.md): Master the subscription acquisition lifecycle. Learn to optimize checkout conversion using Recurly.js and Hosted Payment Pages, manage complex promotion logic with coupons and gift cards, and scale globally with multi-currency support. This Navigate pillar provides the technical framework for building high-conversion, PCI-compliant subscriber onboarding flows designed for Product-Led Growth.
- [Plan price increase](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-plan-price-increase.md): Learn how to strategically plan and execute a subscription plan price increase in Recurly. This comprehensive path overview covers pricing template changes, manual and API subscriber migration, retention communication workflows, and analytics tracking to optimize recurring revenue without increasing churn.
- [Plan price increase: Use cases](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-plan-price-increase-use-case.md): Discover the strategic business triggers and use cases for executing a subscription plan price increase. Learn how to justify pricing changes through value delivery, evaluate safe increase ranges, and implement cohort testing to protect subscriber unit economics while mitigating churn risks.
- [Plan price increase: What to consider](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-plan-price-increase-considerations.md): Master the operational decisions behind a Recurly plan price increase before modifying your billing UI. Learn how to segment subscribers, establish notice timelines for monthly and annual billing cycles, manage customer grandfathering overrides, and safely execute pre-increase legacy plan audits without risking permanent data loss.
- [Plan price increase: Communicating the change](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-plan-price-increase-communicate.md): Optimize your subscription price change communication strategy using Recurly. Learn how to build an multi-touch announcement timeline, customize native email templates with dynamic merge tokens, and leverage pre-renewal webhooks to seamlessly integrate with your external ESP to maintain high retention and prevent support volume spikes.
- [Plan price increase: Tracking your impact](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-plan-price-increase-tracking.md): Track and analyze the financial impact of a subscription price change using Recurly Analytics. Learn how to establish a pre-change MRR baseline, interpret churn dashboards, and measure key revenue and retention KPIs at 30, 60, and 90 days post-migration to evaluate pricing strategy success.
- [Plan price increase: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-plan-price-increase-review.md): Access a consolidated hub of strategic frameworks, developer API documentation, email notification templates, and billing analytics tools to finalize your Recurly plan price increase. Revisit core methodologies for subscriber migration, grandfathering overrides, and revenue tracking to ensure a seamless execution.
- [Pricing & plans 101: The basics](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-101.md): Optimize your subscription management strategy with Recurly’s Pricing & Plans 101 course. Learn to configure foundation plans, add-ons, localized multi-currency billing, and trial structures while tracking critical revenue metrics like MRR, ARPU, and subscriber churn.
- [Pricing & plans 101: Plans](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-101-plans.md): Learn how to configure and structure subscription plans in Recurly. Understand key plan fields, permanent billing intervals, subscription terms, unique plan codes, and the business case for balancing monthly vs. annual billing.
- [Pricing & plans 101: Add-ons](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-101-add-ons.md): Master Recurly add-ons to maximize subscription expansion revenue. Learn to structure optional, required, and usage-based add-ons, utilize the item catalog for multi-plan consistency, and manage critical properties like billing timing, accounting codes, and pricing models.
- [Pricing & plans 101: Currency](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-101-currency.md): Configure multi-currency billing in Recurly to seamlessly scale your subscription business globally. Learn how to manage independent local pricing across 140+ currencies, verify payment gateway compatibility, set up localized coupons, and execute strategic market pricing models.
- [Pricing & plans 101: Pricing models](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-101-pricing-models.md): Optimize your subscription plan architecture using Recurly’s five pricing models: fixed, ramp, tiered, volume, and stairstep. Learn how each subscription billing structure calculates unit charges, handles volume thresholds, and aligns recurring revenue directly with your product’s value metrics.
- [Pricing & plans 101: Trials](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-101-trials.md): Optimize your subscription conversion funnel with Recurly's free trial management. Learn to configure automatic trial-to-paid conversion, implement pre-expiration notifications, and navigate the strategic business decision between card-required and cardless trials.
- [Pricing & Plans 101: Tracking success](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-101-analytics.md): Evaluate your plan and pricing performance using Recurly Analytics. Track essential subscription growth metrics from launch—including MRR growth breakouts, per-plan churn trends, active subscriber counts, ARPS, and trial conversion rates—against industry benchmarks.
- [Pricing & Plans 101: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-101-review.md): Validate your understanding of Recurly subscription foundations. Review permanent billing configurations, multi-currency plan rules, volume pricing math, and access advanced learning paths and documentation resources.
- [Pricing & plans 201: Advanced](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-201.md): Advance your subscription business with Recurly's Pricing & Plans 201 course. Master advanced billing configurations including price segmentation, B2B account hierarchies, metered usage billing, and hybrid pricing models.
- [Pricing & plans 201: Price segmentation](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-201-segmentation.md): Prevent plan sprawl using Recurly price segments. Learn how to configure geographic pricing, run A/B price tests, and manage grandfathered subscriber cohorts from a single subscription plan configuration.
- [Pricing & plans 201: Account hierarchy](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-201-hierarchy.md): Manage complex B2B and enterprise customer billing with Recurly's Account Hierarchy. Learn to structure parent-child accounts, implement consolidated Invoice Rollup, and configure flexible billing responsibilities.
- [Pricing & plans 201: Usage billing](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-201-usage-billing.md): Implement metered and consumption-based usage billing in Recurly. Learn how to configure usage-type add-ons, log records via the API, select aggregation strategies, and handle billing in arrears.
- [Pricing & plans 201: Advanced pricing models](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-201-advanced-models.md): Master advanced subscription billing with Recurly. Learn to configure hybrid pricing structures using the Purchases API and manage prepaid account balances for upfront B2B payments.
- [Pricing & plans 201: Advanced currency](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-201-advanced-currency.md): Scale global multi-currency billing with Recurly. Optimize international expansion using per-currency gateway routing, 3DS2/SCA compliance for European markets, and region-aware dunning campaigns.
- [Pricing & plans 201: Advanced analytics](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-201-advanced-analytics.md): Optimize your subscription insights with Recurly Advanced Analytics. Learn to leverage data exports, Analytics Explore, and native Snowflake integrations to evaluate pricing segment and cohort performance.
- [Pricing & plans 201: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-acquire-pricing-plans-201-review.md): Review and reinforce advanced subscription billing concepts in Recurly. Access comprehensive documentation and resources for price segmentation, account hierarchy, metered usage, and analytics.
- [Recurly Navigate: Retain](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain.md): Optimize your subscription retention strategy with Recurly Navigate. Master involuntary churn reduction through dunning and intelligent retries, prevent voluntary churn with save offers and pause features, and recover lost revenue automatically to increase subscriber LTV.
- [Account Updater](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-account-updater.md): Learn how Recurly's Account Updater automatically keeps credit and debit card details current before payments fail.
- [Account Updater: Why use it? ](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-account-updater-benefits.md): Discover why Recurly's Account Updater delivers 77x average ROI. Prevent involuntary churn, avoid gateway fees on invalid cards, and protect subscriber lifetime value — all before a single payment fails.
- [Account Updater: Things to consider](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-account-updater-considerations.md): Before enabling Account Updater, review key compatibility factors: tokenization setup, gateway overlap, bank participation limits, and prepaid card exclusions. Confirm readiness with a pre-enablement checklist.
- [Account Updater: How to enable it](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-account-updater-enable.md): Step-by-step guide to enabling Account Updater in Recurly. Configure your MasterCard MCC, enter your AMEX SE number, and activate proactive card management in minutes via Payment Settings.
- [Account Updater: Tracking impact](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-account-updater-data.md): Learn how to measure Account Updater's ROI in Recurly. Track recovered revenue, renewal counts, and involuntary churn rate using Churn Management dashboards and the Invoices Summary Export.
- [Account Updater: Pitch to leadership](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-account-updater-use-case.md): Build a data-backed business case for Account Updater. Get key talking points, ROI benchmarks, and answers to common leadership questions — including cost, implementation effort, and expected timeline to results.
- [Pause subscriptions](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-subscription-pause.md): Explore the comprehensive guide to configuring pause subscriptions, allowing merchants to temporarily suspend billing and service delivery without losing subscribers. Learn how to set duration parameters, maintain user account history, reduce voluntary churn, and understand the critical differences between pausing and postponing subscriptions.
- [Pause subscriptions: Why Pause reduces churn](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-subscription-pause-why-it-matters.md): Discover how allowing subscribers to pause instead of cancel reduces voluntary churn, improves customer retention, and stabilizes recurring revenue. Explore industry benchmarks, consumer behavioral insights, and actionable metrics to optimize your subscription retention strategy.
- [Pause subscriptions: Things to consider](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-subscription-pause-considerations.md): Review essential eligibility rules, plan type distinctions, and integration limitations before configuring subscription pauses in Recurly. Understand the technical differences between monthly and annual plan modifications, API versus Hosted Account Management (HAM) restrictions, and the overall impact on MRR and analytics tracking.
- [Pause subscriptions: How to enable Pause](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-subscription-pause-how-to-enable.md): Learn how to enable, configure, and manage subscription pause parameters in Recurly using the Admin Console or Developer API. Discover how to set cycle-based rules, implement event webhooks for entitlement updates, automate transactional emails, and strategically place pause options within your cancellation flow to preserve long-term subscriber value.
- [Pause subscriptions: Tracking your Pause impact](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-subscription-pause-tracking.md): Learn how to measure and interpret the financial and retention impact of your subscription pause program in Recurly. Understand how to monitor key performance metrics like unpause rate, pause duration, and voluntary churn rate using subscription exports, analytics reports, and real-time webhook tracking.
- [Pause subscriptions: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-subscription-pause-review.md): Test your knowledge on subscription pause configurations, API endpoints, and churn metrics. Access a comprehensive directory of technical resources, including API documentation, webhooks, Recurly Engage details, and industry benchmark reports to finalize your customer retention strategy.
- [Dunning 101: The Basics](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101.md): Master subscription dunning basics with Recurly's Dunning 101 path. Learn to optimize dunning windows, email messaging, and campaigns for maximum payment recovery and reduced involuntary churn.
- [Dunning 101: Understanding Dunning windows](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-dunning-windows.md): Optimize subscription dunning windows to maximize failed payment recovery. Learn benchmark window lengths for monthly and annual plans, leverage Intelligent Retries, and decouple product access using webhooks to protect revenue.
- [Dunning 101: Dunning window configuration](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-window-configuration.md): Step-by-step guide to Recurly dunning window configuration. Learn how to update window lengths for monthly and annual plans, optimize email schedules, and audit plan assignments to maximize payment recovery.
- [Dunning 101: Email branding](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-email-branding.md): Prevent dunning emails from looking like phishing attempts by applying your brand's visual identity, tone of voice, and clear CTAs. Learn how Recurly email template customization builds subscriber trust and boosts payment recovery rates.
- [Dunning 101: Email configuration](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-email-configuration.md): Configure your Recurly dunning email templates to maximize subscription recovery. Learn how to apply visual branding, insert dynamic personalization variables, write escalating message copy, and test payment update links.
- [Dunning 101: Email messaging strategy](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-email-messaging.md): Optimize your subscription recovery with an effective dunning email messaging strategy. Learn how to craft an escalating urgency message arc, high-converting call-to-actions, and mobile-optimized subject lines.
- [Dunning 101: Multiple campaigns](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-multiple-campaigns.md): Discover the power of multiple dunning campaigns in Recurly. Learn how to segment your failed payment recovery strategy by billing frequency and plan value to optimize your outreach, protect high-LTV subscribers, and prevent involuntary churn.
- [Dunning 101: Campaign configuration](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-campaigns-configure.md): Configure and assign new dunning campaigns in Recurly. Learn how to set custom retry windows, structure email schedules, and audit subscription plan mapping to maximize revenue recovery.
- [Dunning 101: Measuring your performance](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-analytics.md): Track and evaluate your subscription recovery success using Recurly's dunning analytics. Learn how to monitor recovery rates, compare campaign data, and measure total recovered revenue.
- [Dunning 101: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-dunning-101-review.md): Access a comprehensive review of Recurly's Dunning 101 path. Recapture key subscription recovery strategies—including dunning window lengths, email branding, and campaign segmentation—and explore all essential setup resources, documentation, and expert support links.
- [Payment banners](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-payment-banners.md): Discover how Recurly payment banners prevent subscriber churn by delivering targeted, in-session notifications. Learn best practices for configuring low-code Recurly Engage or custom webhook implementations to immediately recover failed billing attempts and track long-term subscription revenue impact.
- [Payment banners: Why it matters & when to use it](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-payment-banners-why.md): Explore how in-session payment banners combat involuntary subscription churn caused by failed renewals, expired cards, and dunning gaps. Learn the eight critical trigger scenarios, from Account Updater escalations to proactive cancellation save flows, that maximize subscriber retention.
- [Payment banners: Choosing your implementation path](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-payment-banners-implementation.md): Evaluate the tradeoffs between custom Recurly webhooks and the low-code Recurly Engage platform for deploying in-app payment banners. Discover engineering requirements, real-time webhook events, and no-code prompt configurations to accelerate subscription revenue recovery.
- [Payment banners: Strategy & best practices](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-payment-banners-strategy.md): Optimize subscription retention with strategic payment banner timing, frequency caps, and copywriting best practices. Learn how to craft high-converting, compliant messages for failed payments, active dunning cycles, and high-value annual pre-renewals.
- [Payment banners: Tracking your impact](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-payment-banners-tracking.md): Track and optimize your payment banner performance with Recurly's 90-day measurement framework. Learn to analyze click-through rates, revenue saved, and involuntary churn deltas while troubleshooting underperforming dunning campaigns.
- [Payment banners: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-payment-banners-review.md): Review the complete Recurly payment banners learning path and access the full resource library. Find implementation guides for webhooks and Recurly Engage, revenue recovery strategies, and dunning analytics to eliminate involuntary churn.
- [Recurly Navigate: Scale](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale.md): Master the complexities of scaling a global subscription business with Recurly’s advanced analytics, global expansion tools, and revenue optimization strategies. Learn to interpret industry churn benchmarks, automate tax compliance (VAT/GST), manage B2B account hierarchies, and streamline revenue recognition for enterprise-grade growth. Optimized for subscription leaders seeking data-driven insights and secure, scalable payment ecosystems.
- [Payments Hub: Getting started](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub.md): Discover how Payments Hub centralizes your payment performance data by consolidating information from multiple gateways into a single, actionable dashboard. This guide explains how to access the hub within Recurly Analytics and provides a roadmap for the full learning path.
- [Payments Hub: Overview dashboard](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-overview.md): Get a high-level summary of your payment health with the Overview dashboard, featuring real-time data on success rates, global volume, and payment method distribution. Learn to use interactive filters and distinguish between Customer-Initiated (CIT) and Merchant-Initiated (MIT) transaction performance.
- [Payments Hub: Payment processing dashboard](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-processing.md): Analyze payment failure patterns and authorization rates with granular insights into gateway performance, card BIN success, and decline reasons. This guide helps you distinguish between hard and soft declines to optimize your recovery strategy and identify underperforming routing paths.
- [Payments Hub: Account Updater](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-account-updater.md): Monitor how automatic card updates proactively protect your revenue by preventing payment failures before they occur. Learn to analyze update types, track authorized volume on updated cards, and identify trends across different card networks.
- [Payments Hub: Payment retry recovery dashboard](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-retries.md): Track how much initially failed revenue is successfully captured through Recurly’s intelligent retry logic. Analyze your recovery rate and success-by-attempt distribution to determine if your dunning timeline is effectively salvaging revenue at risk.
- [Payments Hub: Fraud prevention](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-fraud-prevention.md): Monitor blocked transactions and risk score trends in real-time using the Kount-integrated Fraud Prevention dashboard. Learn to identify early warning signals of fraud pressure and analyze attack concentrations by gateway and payment method.
- [Payments Hub: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-review-resources.md): Recap your progress through the Payments Hub learning path with a summary of all five dashboards and key metrics to watch. Access on-demand walkthroughs, register for live office hours, and explore deep-dive documentation to optimize your payment strategy.
- [Benchmarks 101](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-benchmarks-101.md): Discover Recurly's Benchmarks 101 path to evaluate 8 key subscription lifecycle metrics against real-time industry data and optimize your dashboard analytics.
- [Benchmarks 101: Reading benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-benchmarks-101-reading.md): Master Recurly's benchmark dashboards to track your trend line against industry peers. Learn how to interpret quartile charts, apply data filters, and configure industry settings.
- [Benchmarks 101: Subscriber benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-benchmarks-101-subscriber.md): Optimize your subscription funnel using Recurly's subscriber benchmarks. Compare your acquisition rate and sign-up decline rate to reduce checkout friction and detect fraud.
- [Benchmarks 101: Churn benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-benchmarks-101-churn.md): Optimize customer retention using Recurly's churn benchmarks. Isolate voluntary and involuntary churn to apply targeted payment recovery and retention fixes.
- [Benchmarks 101: Renewal & Dunning benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-benchmarks-101-renewal-dunning.md): Optimize your payment recovery strategy using Recurly's renewal and dunning benchmarks. Learn to evaluate invoice paid rates, reduce renewal declines, and extend dunning windows.
- [Benchmarks 101: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-benchmarks-101-review.md): Review and reinforce your knowledge of Recurly's 8 key subscription lifecycle KPIs. Access centralized resources for churn, dunning, and renewal analytics configuration.

## API Reference
- [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>
- [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>
- [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.
- [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.
- [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>
- [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 an Account's Adjustments](https://docs.recurly.com/recurly-subscriptions/reference/listanaccountsadjustments.md): Lists all charges and credits issued for a given account.
- [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.
- [Get an Adjustment](https://docs.recurly.com/recurly-subscriptions/reference/getanadjustment.md): Returns information about a single adjustment.
- [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>
- [Lookup an Account's Billing Info](https://docs.recurly.com/recurly-subscriptions/reference/lookupanaccountsbillinginfo.md): Returns only the account's current billing information.
- [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.
- [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.
- [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.
- [List Active Coupons](https://docs.recurly.com/recurly-subscriptions/reference/listactivecoupons.md): Returns a list of all the coupons.
- [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> ```
- [Lookup a Coupon](https://docs.recurly.com/recurly-subscriptions/reference/lookupacoupon.md): Returns information about an active coupon.
- [Deactivate Coupon](https://docs.recurly.com/recurly-subscriptions/reference/deactivatecoupon.md): Deactivate the coupon so customers can no longer redeem the coupon.
- [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
- [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.
- [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.
- [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>
- [List an Account's Invoices](https://docs.recurly.com/recurly-subscriptions/reference/listanaccountsinvoices.md): Returns a list of all the invoices.
- [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>
- [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.
- [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>
- [Mark an Invoice as Paid Successfully](https://docs.recurly.com/recurly-subscriptions/reference/markaninvoiceaspaidsuccessfully.md)
- [Mark an Invoice as Failed Collection](https://docs.recurly.com/recurly-subscriptions/reference/markaninvoiceasfailedcollection.md)
- [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`. |
- [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. |
- [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>
- [Create Plan](https://docs.recurly.com/recurly-subscriptions/reference/createplan.md): Create a new subscription plan.
- [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.
- [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 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.
- [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. |
- [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.
- [Delete an Add-On](https://docs.recurly.com/recurly-subscriptions/reference/deleteanaddon.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>
- [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)
- [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>
- [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.
- [Preview Subscription](https://docs.recurly.com/recurly-subscriptions/reference/previewsubscription.md)
- [Update Subscription Notes](https://docs.recurly.com/recurly-subscriptions/reference/updatesubscriptionnotes.md)
- [Preview Subscription Change](https://docs.recurly.com/recurly-subscriptions/reference/previewsubscriptionchange.md)
- [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>
- [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. |
- [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.
- [List Transactions](https://docs.recurly.com/recurly-subscriptions/reference/listtransactions.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)
- [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)