Create a Subscription

Who doesn’t love receiving a recurring donation or payment, am I right? Plans and subscriptions work together to set this up for a donor or customer. Before you can schedule a recurring payment, you must create a subscription. So, get on it:

  • Log in to
  • Tap “Subscriptions” in the navigation menu on the left.
  • Tap “Create Subscription” in the upper right corner.
  • Fill in the subscription details. A plan name and a standard billing amount are a must.
    You can override this for each subscribing customer. You can also decide whether the plan bills weekly, monthly or quarterly. If you choose monthly or quarterly, there are options to bill on a specific calendar date (monthly or quarterly) or on a recurring weekday or day of the month. Lots of options. Yay!
  • If you click “yes” to send email billing reports we will email the report to the owner of the Gateway account each time recurring payments are processed. This way you won’t miss out on any automated activity!
  • Tap “Create Subscription” to finish off your efforts.

Now you are ready to schedule your recurring payment(s)!

  • Tap on “Customers” on the left menu
  • Locate the customer who authorized the recurring payment and tap
  • Tap the subscriptions tab to enroll your customer in the subscription.
  • Select the subscription type and tap Confirm Details
    • Update the information as authorized by your customer
      • Payment method (if multiples)
      • Amount
      • “ends after”
      • Bill immediately or on the day you select next
      • Frequency – monthly, weekly or quarterly (nice to know your customer has all of these options!)
      • Now tap “Create Subscription” and that’s it!

Now remember – if your customer calls to “cancel” their recurring payment, don’t forget to be a good steward to your customer and come back in to “unsubscribe” this recurring payment before the next one is scheduled to process. See the step below for details.