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New subscription business

This guide is intended for the new subscription business. Congratulations! Subscription is the best monetization of a long term customer relationship.

This guide will describe how to create a new subscription business in three easy steps:

  1. Create a product plan.
  2. Create new customer.
  3. Create new subscription for your customer using the product plan you created.

Step 1 of 3: Setup your product plan

A product plan defines your business model. This includes what a subscription costs, how often it will be charged and how customers are invoiced etc.

Creating new product plans in Upodi is easy. Navigate to https://app.upodi.io, sign in and select Product Plans > Create new under Product Catalog.

Note down the Product Plan ID as we will need it in step 3 when creating a new subscription.

We will start by creating a simple example plan. Type the name of the plan - in this example "Basic plan". Once completed, select "Create new charge" to create the first charge. A product plan may hold multiple charges, which have different timing, pricing and alignment. A product plan acts as a template for coming subscriptions. :owlbert:

Step 2 of 3: Create a new customer

You can either use Upodi to create a customer or use our API.

Go to https://app.upodi.io and select Customers > Create new. Enter the name and details of the customer and click Save.

Note down the Customer ID as we will need it in the next step 3 when creating a new subscription.

If you wish to integrate directly with Upodi system, you can do so using our API or C# SDK.

curl -X POST https://api.upodi.io/v3/customers/
-H 'Content-type: application/json'
-H "Authorization: Bearer Zjc0YjNj....NGRk;" 
-d '{ ' \
-d ' "accountnumber" : "CU-000120", ' \
-d ' "currencycode" : "EUR", ' \
-d ' "autobill" : true, ' \
-d ' "fullname" : "Sample Customer" ' \
-d '}'
UpodiService upodi = new UpodiService("aab31984-0256-4d10-afe2-c6a4f35bcf40");

var customerId = upodi.Customers.Create("CU-0020", "Customer Account", "EUR");

Step 3 of 3: Create a new subscription

Once you have created the customer, you can now click on the customer and select Add Subscription. Here you can select the subscription plan created in step 1. Define the subscription terms (start and end date).

As when creating customers, you can choose to use the Upodi API or .NET SDK to create subscriptions:

curl -X POST https://api.upodi.io/v3/subscriptions
'Content-type: application/json'
-d '{' \
-d ' "subscriptionnumber" : "SUB-203383", ' \
-d ' "customerid" : "- customer id returned from step 1",' \
-d ' "productplanid" : "- guid of plan from Upodi -",' \
-d ' "startdate" : "2018-01-01 00:00:00",' \
-d ' "enddate" : "2018-01-01 00:00:00",' \
-d ' "autorenew" : true,' \
-d ' "initialterminterval" : 1, /* 1 year */' \
-d ' "initialtermperiod" : 500, /* year(s) */' \
-d ' "renewalterminterval" : 1, /* 1 year */' \
-d ' "renewaltermperiod" : 500 /* year(s) */' \
-d '}'
UpodiService upodi = new UpodiService(ApiKey);
Guid subscriptionId = upodi.Subscriptions.Create(new Subscription
    SubscriptionNumber = "SUB-203383",
    StartDate = LastDayOfMonth(DateTime.UtcNow),
    AutoRenew = true,
    CustomerID = customerId,
    ProductPlanID = Guid.Parse(ProductPlanId), // the product plan id from Upodi
    Initial = new AnnualTerm(1),
    Renewal = new AnnualTerm(1)

Once you are ready to active the subscription for billing, click on Activate.

Updated about a year ago

New subscription business

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