Payment plans

The Payment Plans feature in The Hub gives you the ability to take debit or credit card payments from customers on a recurring basis. This flexible solution can be configured to support a variety of popular recurring payment models, including subscription services, and membership services for products or services.

The payment plan screen

Create Payment Plan

To create a new payment plan, click Create Plan. Fill out the required fields in the Create Payment Plan form and click Create to create the payment plan.

Field
Description

Channel
Required

Dropdown menu displaying the list of available business channels.

Plan Name
Required

Name of the plan.

Track ID
Optional

Order tracking ID of your choice. This will appear as the Track ID for all payments relating to the plan.

Currency
Required

The currency of the transaction. The drop-down menu includes all your enabled processing currencies.

Value
Required

Value of the recurring charge.

Frequency
Required

How often the payment is made. Select an option from the drop-down menu or choose Custom to enter a custom frequency.

Plan Duration
Required

The total lifetime of the payment plan.

Auto Capture Time
Required

The time period between when the recurring charge is authorized and when it is captured.

  • Set to Immediate Capture to authorize and capture the charge at the same time.
  • Set to Delayed Capture to set a custom delay period (up to 168 hours).

Once a Payment Plan has been created, it will appear as a record in the Payment Plans table.

Payment plan view

To view the details of the payment plan, select the Plan ID from the Payment Plans table.

In addition to the fields defined during the creation of the payment plan, the Payment Plan View includes Subscriber information.

Field
Description

Total

The total number of completed, suspended, active and inactive subscribers.

Completed

The number of subscribers who have completed all of the plan's payments.

Suspended

The number of customers currently subscribed to the plan who have been suspended due to invalid/expired card details, etc.

Active

The number of customers actively subscribed to the payment plan.

Inactive

The number of customers currently subscribed to the plan who have been manually suspended (from the customer screen).

Edit payment plan

Select the Payment Plan you'd like to edit by clicking on its Plan ID in the Payment Plans table and click Edit Payment Plan.

You can edit the following fields. Once you are done, click Update to save your changes. Please note that any edits made will affect future payments only.

Field
Description

Status

  • Set to Active to activate the payment plan.
  • Set to Suspended to suspend the payment plan - this will suspend scheduled payments for all customers subscribed to the plan.

Plan Name

Name of the plan.

Track ID

Order tracking ID of your choice. This will appear as the Track ID for all payments relating to the plan.

Value

Value of the recurring charge.

Auto Capture Time

The time period between when the recurring charge is authorized and when it is captured.

  • Set to Immediate Capture to authorize and capture the charge at the same time.
  • Set to Delayed Capture to set a custom delay period (up to 168 hours).

Delete payment plan

Deleting a payment plan will immediately cancel all its current subscriptions and scheduled payments.

The easiest way to delete a Payment Plan or Plans is to select one or more from the Payment Plans table (as illustrated below) and choose Delete from the Action drop-down menu.

This action will prompt the following warning. To confirm the deletion of the selected plans, click Delete.

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Payment plans