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GETTING STARTED
Recurly's overview
Go live checklist
Sandbox features to discover
Recurly release notes/Changelog
Help & support
Frequently asked questions (FAQs)
Do you need help?
Professional services
Customer success manager
Technical account manager
Browser support
PLANS, PRICING & PROMOTIONS
Overview: Plans, pricing & promotions
Plan structure
Plans
Add-ons
Item catalog
Line items
Pricing models
Fixed recurring pricing
Ramp pricing
One-time pricing
Usage-based billing
Decimal pricing
Quantity-based pricing
Hybrid pricing
Tiered, stairstep and volume pricing
Prepaid account balance
Currencies
Promotions
Free trial management
Coupons & discounts
Bulk unique coupons
Multiple coupons per account
Gift subscriptions
Gift cards
Gift cards dashboard
SUBSCRIBER MANAGEMENT
Overview: Subscriber management
Accounts
Accounts dashboard
Account acquisition data
Accounts settings
Account hierarchy
Account hierarchy - invoice rollup
Countries provinces and states
Shipping addresses
Shipping addresses per purchase
Subscriber wallet
Subscriber wallet implementation guide
Entitlements
Subscription lifecycle
Subscription dashboard
Create subscription
Change subscription
Pause subscription
Postpone subscription
Expire/cancel subscription
Multiple subscription support
Lifecycle communications
Email templates
Alternate Email Templates
Email language support (30)
Email timezones and timestamps
Renewal reminder and trial ending notifications
Advanced email deliverability (SendGrid)
Transactions
Transactions dashboard
Authorization and capture
MOTO transactions
Refund
HOSTED PAGES
Hosted pages
Checkout
Checkout analytics dashboard
Hosted payment page
Hosted account management
PAYMENT ORCHESTRATION
Overview: Payment orchestration
Payment settings
Payment gateways
Adyen
Authorize.net
Amazon Pay V2
Braintree
Chase Paymentech Orbital
Check Commerce
Checkout.com
Commerce Hub by Fiserv
Cybersource
Ebanx (APAC and LATAM)
FreedomPay
GoCardless
Nuvei
PayPal Complete
Stripe
TSYS
WorldPay US eCommerce (formerly Vantiv)
Worldpay - Global e-commerce
Payment methods
Credit cards
Prepaid and gift cards
PayPal
Apple Pay on the Web
Google Pay™
Link Pay by Stripe
Amazon Pay
Cash App Pay
ACH (US only)
SEPA
BACS (UK Only)
Revolut
BECS
Klarna (BNPL, Pay Now, Pay Later)
iDEAL
Klarna Debit Risk (formerly Sofort)
Venmo
Boleto
Mercado Pago
Pix Automático
UPI AutoPay
Gateway configuration and features
Payment gateway & merchant account overview
Gateways & payment methods configuration
Multiple gateway configuration
Custom gateway routing (merchant-initiated)
Gateway failover
Fraud management
Chargeback management for cards
NACHA verification
Payment descriptors
Direct debit retries
Currency support
How to test your gateway
Gateway specific information for invoice numbers
Test gateway
RECURRING BILLING
Overview: Recurring billing
Invoices
Invoice dashboard
Invoice management
Edit invoice
Credit invoices
Invoice configuration
Automated invoicing
Automatic invoicing terms
Manual invoicing
Invoice template customization
Charges & credits adjustments
Chargebacks / late failures for direct debit
Billing preferences
Subscription billing terms
Calendar billing
Shipping fees
Verify billing info
Taxes
Sales taxes
Tax inclusive pricing
Tax location validation
VAT & GST support
European Union VAT
VAT number/Tax ID number validation
CHURN MANAGEMENT
Overview: Churn management
Involuntary churn
Account updater
Static retries
Intelligent retries
Dunning campaigns
Expired card management
Backup payment method
Voluntary churn
Pause subscriptions
RECURLY COMPASS
Overview: Recurly Compass
Compass Assistant
APP MANAGEMENT
Overview: App Management
App Management
App Management setup
API support and webhooks
Using App Management
Integration best practices
Sell and manage Apple subscriptions through Recurly
SITE MANAGEMENT
Business entity
Multiple business entities
Site settings
User roles and permissions
Two-factor authentication (2FA)
Single sign-on
Profile
Custom fields
Custom fields - API
Account activities export
Site activities export
Users export
Recurly account
INTEGRATION METHODS
Implementing Recurly
REST API keys
Recurly.js
Stripe Payment Elements
Adyen Web Components
Webhooks (JSON & XML)
Native Mobile SDKs
REPORTING & ANALYTICS
Analytics overview
Analytics settings
Built-in benchmarks
Dashboard
Explore overview
Explore - Invoices
Explore - Transactions
Explore Assistant
Business entities overview
Subscriber management analytics
Subscriber benchmarks
Subscribers
Subscribers (Legacy)
Hourly activation & churn
Signup declines
Signup declines trendalyzer
Trial performance
Subscriber retention
Accounts analysis
Recurring billing analytics
Monthly recurring revenue
Billings
Plans, pricing and promotions analytics
Plan KPI
Plans (legacy)
Subscription by plan
Churn trends by plan
Retention by plan
Trials by plan
MRR by plan
LTV by plan
Churn management analytics
Subscriber churn benchmarks
Subscriber churn analysis
Renewal benchmarks
Renewal invoices
Renewal invoices trendalyzer
Recovered revenue
Renewal declines
Renewal declines trendalyzer
Dunning campaigns overview
Dunning campaigns dashboards
Dunning benchmarks
Dunning summary
Invoices details
Revenue details
Subscription details
Compare dunning
Compare versions
Compare campaigns
Data imports and exports
Customer data imports
Data exports
Automated exports
Account notes - export
Accounts - export
Adjustments - export
Adjustments — coupons - export
Adjustments — taxes - export
Billing info - export
Coupons - export
Coupons redemption - export
Coupons — bulk unique codes - export
Credit payments - export
Gift cards - export
Invoices — accounts receivable - export
Invoices — external - export
Invoices — summary - export
Invoices — unused numbers - export
Items — associated plans - export
Items — associated subscriptions - export
Product Catalog - export
Subscriptions - export
Subscription add-ons - export
Subscription add-ons — history - export
Subscriptions — churned - export
Subscriptions — external - export
Subscriptions — history - export
Subscriptions — pending changes - export
Subscriptions — ramp pricing - export
Subscriptions — usage records - export
Transactions - export
PARTNER INTEGRATIONS
Integration partners
Accounting, fraud and taxes
Avalara AvaTax integration
Avalara for Communications (AFC)
Vertex tax integration
Xero integration
QuickBooks Online integration
Kount (fraud) integration
Oracle NetSuite integration
Sales, marketing and services
Braze integration
MailChimp integration
SendGrid
Zendesk integration
Salesforce integration
Recurly Engage integration
Data and analytics
Snowflake integration
Merchant of record
Reach integration
Workflow automation
Zapier integration
Tray.io integration
SECURITY & COMPLIANCE
Security
Data hosting
PGP encryption
IP allowlist
Compliance
PCI-DSS compliance
PSD2 compliance
Strong customer authentication
3D secure
Dunning setup for 3D Secure 2 declines
Card on file
HIPAA Guidelines
CCPA
General Data Protection Regulation (GDPR)
RBI regulations
API GUIDES
Integration guides
Quick-start guide
Upgrade to API V3
Multi-item upload guide
Pagination guide
Payments Use Case Guides
Purchases guide
3D secure 2.0 integration guide
3D secure 2.0 with stored Billing Information
Free Trial Gateway Routing Continuity
Third-party checkout guide: Stripe Elements
Third-party checkout guide: Adyen Web Components
Using Gateway Tokens and External NTIDs with Recurly APIs
Co-badged cards guide
Pix Automático integration guide
Mercado Pago integration guide
UPI AutoPay integration guide
E-mandates with Cards in India
Pricing and billing guides
Coupons and discounts guide
Quantity-based pricing guide
Usage-based pricing guide
Subscription management guides
Subscription management guide
Subscription add-ons guide
Troubleshooting
API transaction errors
WEBHOOKS
Overview: Webhooks
Sandbox vs Production
Best practices
Configuration and security
Webhook details
Webhooks states
Automatic retries
Manual retries
Cross site request forgery (CSRF) for Rails applications
Webhook payloads: JSON vs. XML
Signature verification
Lifecycle events
Notifications
Account notifications
Subscription notifications
Prerenewal notifications
Usage notifications
Gift card notifications
Charge invoice notifications
Credit invoice notifications
Invoice notifications
Payment notifications
Credit payment notifications
Dunning events notifications
Item notifications
External subscription notifications
RECURLY.JS
Overview
Getting started
Styling Elements
Getting a token
Using a token
Events
Elements
Apple Pay
Google Pay
Bank accounts: US, IBAN, BACS, BECS
Boleto, iDEAL, Sofort, and CashApp
PayPal
Venmo
Amazon Pay
Pricing
3D Secure
Fraud
Recurly Engage
Validation
Errors
Examples
React & TypeScript
Upgrading
Support
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Chargeback management for cards
Updated 4 months ago
Fraud management
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