# 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.

This file lists one part of the documentation. The full index is at https://docs.recurly.com/recurly-subscriptions/llms.txt. The index for every project on this site is at https://docs.recurly.com/llms.txt.

## Product Docs: GETTING STARTED
- [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,…
- [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.
- [Recurly Subscriptions Changelog](https://docs.recurly.com/recurly-subscriptions/docs/recurly-subscriptions-changelog.md)
- [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,…

## Product Docs: PLANS, PRICING & PROMOTIONS
- [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…
    - [Decimal pricing](https://docs.recurly.com/recurly-subscriptions/docs/decimal-pricing.md): Recurly's decimal pricing supports up to nine decimal places on items and add-ons; enabling precise per-unit billing for businesses whose cost-per-unit is a fractional value.
  - [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…
  - [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…
  - [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…
    - [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…
  - [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.

## Product Docs: SUBSCRIBER MANAGEMENT
- [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…
  - [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…
- [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.

## Product Docs: HOSTED PAGES
- [Hosted pages](https://docs.recurly.com/recurly-subscriptions/docs/hosted-pages.md): An overview of Recurly's Hosted Pages suite, including Checkout, Hosted Payment Pages, and Hosted Account Management — PCI-compliant, out-of-the-box solutions for subscription sign-up and account…
- [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.

## Product Docs: PAYMENT ORCHESTRATION
- [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, Direct Debit Retries, 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.
  - [dLocal (Philippines)](https://docs.recurly.com/recurly-subscriptions/docs/dlocal.md): Configure the dLocal payment gateway in Recurly to process one-time and recurring subscription payments with the GCash wallet in the Philippines.
  - [Ebanx (APAC and LATAM)](https://docs.recurly.com/recurly-subscriptions/docs/ebanx-gateway.md): Connect Ebanx to Recurly to process Credit Cards in LATAM, 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.
  - [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, Nuvei, Checkout.com, Worldpay, CyberSource, Commerce Hub, or Chase Orbital — available in Google Chrome on web and Android…
  - [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.
  - [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.
  - [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.
  - [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…
  - [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.
  - [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.
  - [GCash Wallet](https://docs.recurly.com/recurly-subscriptions/docs/gcash-wallet.md): Accept GCash wallet on Recurly via dLocal — letting Filipino customers pay using their GCash wallet with app-based authentication.
  - [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.
  - [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.
  - [PayPay](https://docs.recurly.com/recurly-subscriptions/docs/paypay.md): Learn how PayPay wallet payments work with Recurly subscriptions through Adyen, including setup requirements, limitations, and integration details.
  - [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.
  - [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.
  - [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.
- [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 ](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 and/or backup_gateway_code — for fund segregation, acceptance rate optimization,…
  - [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…
  - [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.

## Product Docs: CHURN MANAGEMENT
- [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.…
  - [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…
  - [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…
- [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.

## Product Docs: RECURRING BILLING
- [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): Recurly's invoice management system generates, tracks, and customizes invoices for subscriptions, renewals, and refunds — with configurable numbering, collection methods, and display options.
  - [Edit invoice](https://docs.recurly.com/recurly-subscriptions/docs/edit-invoice.md): Edit specific attributes of an invoice after it's been generated — including Bill To details, PO numbers, due dates, and notes — directly from the Admin Console or via the API.
  - [Credit invoices](https://docs.recurly.com/recurly-subscriptions/docs/credit-invoices.md): Recurly's Credit Invoice feature separates credit adjustments from charge adjustments, giving every credit its own distinct invoice for cleaner financial records, tax compliance, and customer…
- [Invoice configuration](https://docs.recurly.com/recurly-subscriptions/docs/invoice-configuration.md): Configure and customize Recurly's invoicing tools — from automated and manual invoicing to templates, credit invoices, adjustments, and chargeback handling.
  - [Automated invoicing](https://docs.recurly.com/recurly-subscriptions/docs/invoice-settings.md): Configure Recurly's automated invoicing settings — including default terms, notes, email attachments, Bill To address, proration behavior, and modification enforcement for subscription upgrades and…
  - [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): Manual invoicing in Recurly lets you create invoices with custom payment terms, PO numbers, and collection methods — with tools to record payments, manage dunning, and reopen invoices as needed.
  - [Invoice template customization](https://docs.recurly.com/recurly-subscriptions/docs/invoice-customization.md): Create and manage multiple invoice templates in Recurly — with custom logos, company addresses, line item display rules, and per-account template assignment.
  - [Charges and credits adjustments](https://docs.recurly.com/recurly-subscriptions/docs/adjustments.md): Create and manage charge and credit adjustments in Recurly — automatically during subscription billing events or manually via the Admin Console or API — to handle one-time charges, service credits,…
  - [Chargebacks and late failures for direct debit](https://docs.recurly.com/recurly-subscriptions/docs/chargebacks-for-direct-debit.md): Manage SEPA direct debit chargebacks and late failures in Recurly — with automated or manual processing options, configurable invoice handling, and webhook notifications via GoCardless.
- [Billing preferences](https://docs.recurly.com/recurly-subscriptions/docs/billing-preferences.md): Configure how Recurly charges your customers — including billing terms, calendar billing, shipping fees, billing info verification, and authorization and capture settings.
  - [Subscription billing terms](https://docs.recurly.com/recurly-subscriptions/docs/subscription-terms.md): Set up subscription terms with multiple billing periods, configure end-of-term renewal behavior, and manage subscription changes and cancellations with precise timing control.
  - [Calendar billing](https://docs.recurly.com/recurly-subscriptions/docs/calendar-billing.md): Consolidate multiple subscription invoices into a single unified invoice using Calendar Billing — with Aggregate Invoices for physical goods merchants and Aligning Renewals for digital services.
  - [Shipping fees](https://docs.recurly.com/recurly-subscriptions/docs/shipping.md): Configure shipping methods and fees in Recurly — add recurring shipping to subscriptions or one-time purchases, manage taxation and refunds, and export shipping data for reporting.
  - [Verify billing info](https://docs.recurly.com/recurly-subscriptions/docs/verify-stored-billing-info-endpoint.md): Use Recurly's Verify Billing Info feature to validate stored credit card details via API — confirming payment information is accurate before transactions are attempted.
- [Taxes](https://docs.recurly.com/recurly-subscriptions/docs/taxes.md): Manage tax calculation, compliance, and reporting in Recurly — from sales tax and VAT to tax-inclusive pricing, location validation, and taxable address control.
  - [Sales taxes](https://docs.recurly.com/recurly-subscriptions/docs/tax.md): Configure Recurly's built-in tax solution — powered by Avalara — to calculate and collect sales tax, VAT, and GST across supported regions worldwide, with address validation, tax-exempt customers,…
    - [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): Verify customer location through two pieces of evidence before applying tax on digital services — for Australia, the European Union, New Zealand, and the United Kingdom.
  - [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): Configure and manage EU VAT collection in Recurly — including digital services tax categorization, VAT number validation, reverse charge handling, country invoice sequencing, and location validation.
  - [VAT number/Tax ID number validation](https://docs.recurly.com/recurly-subscriptions/docs/vat-number-validation.md): Verify customer VAT and tax ID numbers in Recurly using government lookup systems and format checks — covering the EU, UK, Australia, Belarus, the Dominican Republic, and 40+ format-validated…

## Product Docs: RECURLY COMPASS
- [Overview: Recurly Compass](https://docs.recurly.com/recurly-subscriptions/docs/recurly-compass.md): Recurly Compass is an AI-powered suite of tools — including proactive Insights, guided Playbooks, Global Search, and Explore Assistant — that help you make faster, smarter decisions about your…
  - [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.
  - [Compass public MCP server](https://docs.recurly.com/recurly-subscriptions/docs/compass-public-mcp-server.md): Connect Claude, Cursor, or any Model Context Protocol tool to Recurly's documentation and API knowledge through the public Compass MCP server.
  - [Compass skills](https://docs.recurly.com/recurly-subscriptions/docs/compass-skills.md): Skills make AI capabilities visible and tangible through clickable cards that show exactly what Compass can do.

## Product Docs: APP MANAGEMENT
- [Overview: App Management](https://docs.recurly.com/recurly-subscriptions/docs/app-management-overview.md): Recurly App Management integrates subscription metrics from the Apple App Store and Google Play into a unified view — with real-time notifications, automation, and full subscriber lifecycle…
- [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.

## Product Docs: SITE MANAGEMENT
- [Business entity](https://docs.recurly.com/recurly-subscriptions/docs/business-entities.md): Configure your business entity in Recurly to control the company name, address, contact information, and VAT/Tax ID details that appear on customer invoices — with support for multiple entities,…
  - [Multiple business entities](https://docs.recurly.com/recurly-subscriptions/docs/multiple-business-entities.md): Configure multiple business entities in Recurly to represent distinct brands, subsidiaries, or geographic locations — each with its own invoice treatment, tax configuration, and automatic subscriber…
- [Site settings](https://docs.recurly.com/recurly-subscriptions/docs/site-settings.md): Manage your Recurly account configuration, company profile, email settings, address requirements, IP allowlisting, and site customizations from a single location.
  - [User roles and permissions](https://docs.recurly.com/recurly-subscriptions/docs/user-roles-and-permissions.md): Create and assign roles in Recurly to control what each team member can access and do — from read-only customer views to full site admin privileges.
  - [Single sign-on](https://docs.recurly.com/recurly-subscriptions/docs/single-sign-on.md): Configure Single Sign-On (SSO) in Recurly with Okta, Microsoft Entra, or Google — including SAML setup, certificate management, user transitions, and SCIM provisioning for Okta.
- [Profile](https://docs.recurly.com/recurly-subscriptions/docs/profile.md): Update your personal information, manage your password, configure Two-Factor Authentication (2FA), and customize your appearance settings from your Recurly profile.
- [Custom fields](https://docs.recurly.com/recurly-subscriptions/docs/custom-fields.md): Create and manage custom fields on accounts, charges, subscriptions, plans, and invoices to capture additional data tailored to your business needs.
  - [Custom fields - API](https://docs.recurly.com/recurly-subscriptions/docs/custom-fields-legacy-api-content.md): API and UI reference for reading and writing custom field values on Recurly accounts, charges, subscriptions, items, and plans — with code examples for v2 and v3.
- [Account activities export](https://docs.recurly.com/recurly-subscriptions/docs/account-activities-export.md): The Account Activities export provides a detailed log of every user action and modification made within customer accounts — including actor, action type, affected object, and timestamp.
- [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): Download a comprehensive report of all Recurly site users — including name, email, access permissions, role, and date added — from Admin Exports.
- [Recurly account](https://docs.recurly.com/recurly-subscriptions/docs/your-recurly-account.md): Manage your Recurly subscription, billing information, company address, plan upgrades, invoices, and site closure from your Recurly account page.
- [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.

## Product Docs: INTEGRATION METHODS
- [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…
- [REST API keys](https://docs.recurly.com/recurly-subscriptions/docs/api-keys.md): Generate, regenerate, revoke, and secure REST API keys in Recurly to authenticate external applications and integrations with your account.
- [Recurly.js](https://docs.recurly.com/recurly-subscriptions/docs/recurlyjs.md): Recurly.js is a browser JavaScript library for securely handling payment details in your own checkout — reducing PCI scope while giving you full control over the user experience.
- [Stripe Payment Elements](https://docs.recurly.com/recurly-subscriptions/docs/stripe-payment-elements.md): Build a fully branded checkout UI with Stripe Payment Elements, then pass a confirmation token to Recurly's v3 API to process payments and store reusable billing details.
- [Adyen Web Components](https://docs.recurly.com/recurly-subscriptions/docs/adyen-web-components.md): Use Adyen Web Components with Recurly.js to collect payment state data on your site, generate a Recurly.js token, and submit it to the v3 API for one-time and recurring charges.
- [Webhooks (JSON & XML)](https://docs.recurly.com/recurly-subscriptions/docs/webhooks.md): Configure Recurly webhooks to receive real-time notifications about account events — with HTTP Basic Authentication, automatic retries, signature verification, and support for JSON and XML payloads.
- [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.

## Product Docs: REPORTING & ANALYTICS
- [Analytics overview](https://docs.recurly.com/recurly-subscriptions/docs/recurly-analytics-overview.md): Recurly Analytics gives you dashboards, reports, and built-in benchmarks to track subscription performance — covering MRR, churn, retention, dunning effectiveness, and more.
  - [Analytics settings](https://docs.recurly.com/recurly-subscriptions/docs/analytics-settings.md): Configure Recurly Analytics settings — including time zone display, MRR calculation rules for coupons and failed charges, industry benchmarking, and back-to-back subscription handling.
  - [Built-in benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/built-in-benchmarks.md): Compare your key subscription metrics — churn, renewal rates, dunning recovery, and more — against industry benchmarks drawn from over 58 million unique subscribers and 2,200 global brands.
  - [Dashboard](https://docs.recurly.com/recurly-subscriptions/docs/dashboard.md): The Recurly Analytics Dashboard provides real-time insights into subscriber metrics, subscription performance, and revenue — organized across Customers, Subscriptions, and Revenue sections.
- [Explore overview](https://docs.recurly.com/recurly-subscriptions/docs/recurly-builder.md): Recurly Explore lets Elite plan users build custom data reports, analyze subscription and transaction data with natural language via the Workbook Agent, and create shareable dashboards.
  - [Explore - Invoices and workbook agent](https://docs.recurly.com/recurly-subscriptions/docs/explore-invoices.md): Learn how to use Recurly's invoices Explore feature to build custom reports and analyze invoice and account data, including with the AI-powered Workbook Agent.
  - [Explore - Transactions and workbook agent](https://docs.recurly.com/recurly-subscriptions/docs/explore-transactions-workbook-agent.md): Use the Transactions Explore to build custom reports on gateway activity, payment failures, fraud signals, and geographic trends — with an AI-powered Workbook Agent for plain-language querying.
- [Business entities overview](https://docs.recurly.com/recurly-subscriptions/docs/business-entities-overview.md): Learn how to use the Business Entity Overview dashboard to compare key subscription metrics across your site's business entities.
- [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): Learn how the Subscriber Benchmarks dashboard compares your acquisition, signup decline, and churn rates against industry benchmarks.
  - [Subscribers](https://docs.recurly.com/recurly-subscriptions/docs/subscribers-new.md): Learn how to use the Subscribers dashboard in Recurly's Reporting & Analytics to track subscriber growth, composition, and churn.
  - [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): Learn how Recurly's Hourly Activation and Churn dashboard tracks subscriber activity, data freshness, and churn trends in near real time.
  - [Signup declines](https://docs.recurly.com/recurly-subscriptions/docs/signup-declines.md): Learn how to use Recurly's sign-up decline rate dashboard to identify why sign-up transactions fail and improve your payment strategy.
  - [Signup declines trendalyzer](https://docs.recurly.com/recurly-subscriptions/docs/signup-declines-trendalyzer.md): Learn how to use Recurly's sign-up declines trendalyzer dashboard to pivot and trend failed sign-up transactions by payment type, brand, gateway, and failure type.
  - [Trial performance](https://docs.recurly.com/recurly-subscriptions/docs/trial-performance.md): Learn how to use Recurly's Trial Performance dashboard to track trial starts, conversion rates, and trial subscription status.
  - [Subscriber retention](https://docs.recurly.com/recurly-subscriptions/docs/subscriber-retention.md): Learn how to use Recurly's Subscriber Retention dashboard to analyze cohort-based retention and churn trends for paying subscribers.
  - [Accounts analysis](https://docs.recurly.com/recurly-subscriptions/docs/accounts-analytics.md): Learn how to use Recurly's Accounts dashboard to track account counts and trends across new, returning, and closed accounts.
- [Recurring billing analytics](https://docs.recurly.com/recurly-subscriptions/docs/recurring-billing-analytics.md): An overview of Recurly's Recurring Billing reports, covering monthly recurring revenue and billings analytics.
  - [Monthly recurring revenue](https://docs.recurly.com/recurly-subscriptions/docs/monthly-recurring-revenue.md): Learn how Recurly's MRR dashboard calculates monthly recurring revenue, breaks it into components, and lets you drill into account-level detail.
  - [Billings](https://docs.recurly.com/recurly-subscriptions/docs/billings.md): Learn how to use Recurly's Billings dashboards to track payments, refunds, and net billings by region, country, and state.
- [Plans, pricing and promotions analytics](https://docs.recurly.com/recurly-subscriptions/docs/plans-pricing-and-promotions-analytics.md): An overview of Recurly's Plans, Pricing and Promotions analytics, covering plan performance, churn, retention, trials, MRR, and lifetime value.
  - [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): Learn how to use Recurly's Subscriptions by Plan dashboard to track active subscriptions and trends across your plans.
  - [Subscription by plan](https://docs.recurly.com/recurly-subscriptions/docs/plans-1.md): Learn how to use Recurly's Subscription by Plans view to see total subscriptions and subscription breakout by plan.
  - [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): Learn how to use Recurly's Retention by Plan dashboard to track subscriber retention, active volume, and churn by plan.
  - [Movement by plan](https://docs.recurly.com/recurly-subscriptions/docs/movement-by-plan.md): Learn how to use Recurly's Movement by Plan dashboard to track how subscribers move between plans, month over month.
  - [Trials by plan](https://docs.recurly.com/recurly-subscriptions/docs/trials-by-plan.md): Learn how to use Recurly's Plan Performance Subscription Trials view to track trial status and conversion rates by plan.
  - [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): Learn how to use Recurly's Plan Performance LTV dashboard to see average and subscription lifetime value by plan.
- [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): Learn how to use Recurly's Subscriber Churn Analysis dashboard to understand why subscribers leave and reduce churn.
  - [Renewal benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/renewal-benchmarks.md): Learn how to use Recurly's Renewal Benchmarks dashboard to compare your renewal invoice performance against industry standards.
  - [Renewal invoices](https://docs.recurly.com/recurly-subscriptions/docs/renewal-invoices.md): Learn how to use Recurly's Renewal Paid Rate dashboard to track renewal invoice outcomes and recovery performance.
  - [Renewal invoices trendalyzer](https://docs.recurly.com/recurly-subscriptions/docs/renewal-invoices-trendalyzer.md): Learn how to use Recurly's renewal invoices trendalyzer dashboard to pivot and trend renewal invoice data by payment type, brand, gateway, and outcome.
  - [Recovered revenue](https://docs.recurly.com/recurly-subscriptions/docs/recovered-revenue.md): Learn how Recurly's Recovered Revenue dashboard tracks revenue reclaimed from declined invoices across each recovery process.
  - [Renewal declines](https://docs.recurly.com/recurly-subscriptions/docs/renewal-declines.md): Learn how to use Recurly's Renewal Decline Rate dashboard to track why renewals fail and compare your performance against industry benchmarks.
  - [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): Explore Recurly's dunning reporting and analytics tools to track, compare, and optimize revenue recovery performance.
  - [Dunning campaigns dashboards](https://docs.recurly.com/recurly-subscriptions/docs/dunning-effectiveness.md): Learn how to use Recurly's Dunning Effectiveness dashboards to monitor, compare, and optimize your dunning campaigns' revenue recovery performance.
  - [Dunning benchmarks](https://docs.recurly.com/recurly-subscriptions/docs/dunning-benchmarks.md): See how your dunning recovery rate compares to industry benchmarks with Recurly's Dunning Benchmarks dashboard.
  - [Dunning summary](https://docs.recurly.com/recurly-subscriptions/docs/dunning-summary.md): See how Recurly's dunning mechanisms recover revenue from declined transactions, broken down by recovery method.
- [Payments Hub](https://docs.recurly.com/recurly-subscriptions/docs/payments-hub.md): Explore Recurly's Payments Hub dashboards to monitor payment performance, recovery services, and fraud protection across your 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): Dig into your payment stack's performance — success rates, trends, and breakdowns by gateway, payment method, and card BIN.
  - [Account updater](https://docs.recurly.com/recurly-subscriptions/docs/payments-hub-account-updater.md): Track card update activity and the revenue lift from successful payments processed on updated cards.  <br />
  - [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.
  - [3DS Processing](https://docs.recurly.com/recurly-subscriptions/docs/3ds-authentication.md): See how your payments perform through 3D Secure and the issuer's final decision, broken out by outcome, gateway, and country.
  - [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…
    - [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.  #

## Product Docs: PARTNER INTEGRATIONS
- [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…
  - [Justt.AI](https://docs.recurly.com/recurly-subscriptions/docs/justtai.md): Connect Recurly to Justt's AI-powered chargeback dispute platform to automatically apply subscription and invoice actions based on dispute outcomes.
- [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…
  - [Avalara for Communications (AFC) integration](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.…
  - [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…
  - [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…
  - [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.

## Product Docs: SECURITY & COMPLIANCE
- [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.…
- [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…
  - [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…
  - [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…
  - [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 RBI e-mandate guidelines for recurring transactions with ease, ensuring compliance and reducing payment failure rates.

## Product Docs: API GUIDES
- Integration guides
  - [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.
    - [Dynamic Transaction Statement Descriptor guide](https://docs.recurly.com/recurly-subscriptions/docs/dynamic-transaction-statement-descriptor-guide.md): Customize your transaction descriptors on one-time and subscription transactions using the Recurly V3 API.
    - [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.
    - [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): Learn how to connect an Adyen Web Components (Advanced Flow) integration to Recurly using Recurly.js and the V3 API.
    - [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.
  - [One Time Payments gateway routing](https://docs.recurly.com/recurly-subscriptions/docs/one-time-payments-gateway-routing.md): Learn how to route one time payments with a custom gateway code.
  - [Free Trial Gateway Routing Continuity ](https://docs.recurly.com/recurly-subscriptions/docs/free-trial-gateway-routing-continuity.md): Learn how to route renewals to the proper gateway if you are using gateway_code parameters with a free trial.
  - [Backup / Failover custom routing](https://docs.recurly.com/recurly-subscriptions/docs/backup-failover-custom-routing.md): Learn how to use the backup_gateway_code in your transactions to customize failover routing.
  - [LATAM Payment Methods](https://docs.recurly.com/recurly-subscriptions/docs/latam-payment-methods.md): Learn how to implement Credit Cards, Pix Automatico, and Mercado Pago with Recurly to accept payments across the LATAM regions.
    - [LATAM Credit Card integration guide](https://docs.recurly.com/recurly-subscriptions/docs/latam-credit-card-integration-guide.md): Learn how to create new subscriptions using a credit card on Ebanx or WorldPay in the LATAM region, including the customer data and 3DS handling required for regional compliance.
    - [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): Learn how to implement APAC payment methods with Recurly to accept payments across the APAC (Asia Pacific) regions.
    - [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, QR Code, or App Links and Ebanx sandbox simulation.
    - [PayPay integration guide](https://docs.recurly.com/recurly-subscriptions/docs/paypay-integration-guide.md): Learn how to accept subscriptions payments with the PayPay wallet through Adyen, using Recurly's Purchase endpoint and Recurly.js.
    - [GCash Integration guide](https://docs.recurly.com/recurly-subscriptions/docs/gcash-integration-guide.md): Learn how to accept subscriptions and ecommerce payments with the GCash wallet through dLocal, using Recurly's Purchase endpoint and Recurly.js.
  - [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): Learn how to manage payment status updates for methods that remain in pending and are later updated.
    - [Subscription lifecycle webhook guide](https://docs.recurly.com/recurly-subscriptions/docs/post-authorization-webhook-guide.md): Learn how to manage your subscriptions' lifecycles through webhooks.
- Pricing and billing guides
  - [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…
  - [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,…
- Subscription management guides
  - [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…
  - [ 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.
- Troubleshooting
  - [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.

## Product Docs: WEBHOOKS
- [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.
- Notifications
  - [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…
  - [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,…

## Product Docs: RECURLY.JS
- [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.
- [Customizing 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…
- [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): Pass a Recurly.js token (token_id) to the Recurly API in place of raw payment details — code samples, the endpoints that accept it, and token rules.
- [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.
- [Adyen APMs: PayPay, Boleto, iDEAL, Sofort, and Cash App](https://docs.recurly.com/recurly-subscriptions/docs/boleto-ideal-sofort-and-cashapp.md): Configure, render, and tokenize alternative payment methods — PayPay, Boleto, iDEAL, Sofort, and Cash App — using recurly.AlternativePaymentMethods and Adyen.
- [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.

## Product Docs: ABOUT
- [Open source attribution](https://docs.recurly.com/recurly-subscriptions/docs/open-source-attribution-1.md)

## Product Docs: RECURLY NAVIGATE
- [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…
  - [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…
    - [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…
    - [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…
    - [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…
  - [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…
    - [Navigate monthly calendar](https://docs.recurly.com/recurly-subscriptions/docs/navigate-home-monthly-calendar.md): Join Recurly's Customer Success Office Hours to master data dashboards, leverage churn tools, and optimize your subscription management strategy. Register for live, expert-led Navigate sessions and…
  - [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…
    - [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…
    - [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 27-day and 60-day retry windows, construct…
    - [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…
    - [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…
    - [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…
    - [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…
  - [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…
    - [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…
    - [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…
    - [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…
- [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…
  - [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,…
    - [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,…
    - [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…
    - [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…
    - [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…
    - [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…
  - [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…
    - [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…
    - [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…
    - [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…
    - [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,…
    - [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…
    - [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…
    - [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…
  - [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…
    - [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…
    - [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…
    - [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…
    - [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…
  - [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…
    - [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…
    - [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…
  - [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…
    - [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…
    - [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…
    - [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…
    - [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…
    - [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…
  - [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…
    - [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…
    - [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…
    - [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…
    - [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…
    - [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…
    - [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…
  - [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…
    - [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…
    - [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…
    - [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,…
    - [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…
    - [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…
- [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…
  - [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…
    - [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…
    - [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…
    - [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…
    - [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…
    - [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…
    - [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…
  - [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.
  - [Compass agents and skills](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-compass-agents.md): Discover how Recurly Compass leverages specialized AI agents and skills—from natural language plan configuration to automated involuntary churn remediation — to streamline subscription management and…
    - [Compass agents & skills: Knowledge agent](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-compass-agents-knowledge.md): Discover how Recurly's Knowledge Agent uses the Documentation Search skill to deliver instant, sourced answers from help guides and developer docs directly inside your account.
    - [Compass agents & skills: Code agent](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-compass-agents-code.md)
    - [Compass agents & skills: Configuration agent](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-compass-agents-configuration.md)
    - [Compass agents & skills: Data agent](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-compass-agents-data.md): Discover how Recurly's data agent converts plain language prompts into ready-to-download revenue, invoice, and subscriber reports.
    - [Compass agents & skills: Compass Assistant](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-compass-agents-assistant.md): Discover how the Recurly Compass Assistant unifies agentic AI skills into a single conversational chat, enabling you to build plans, write code, run exports, and optimize dunning using plain language.
    - [Compass agents & skills: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-compass-agents-review.md): Review your Recurly Compass agents & skills knowledge, test your understanding, kick off your own prompts, and find support where you need it.