Creating a Subscription Plan
Bundle recurring billable items into a plan and add your first subscriber
Before You Begin
A subscription plan bundles one or more recurring billable items with a billing interval. Once saved, you add subscribers and Edge auto-charges their stored payment method each cycle.
Steps
Navigate to Subscriptions
Open Edge → Subscriptions from the left sidebar.
Name the plan
Click New Plan and enter a descriptive name (e.g., "Monthly Retainer" or "Annual License").
Set the billing interval
Choose the billing frequency: Weekly, Monthly, or Yearly. This determines how often subscribers are charged.
Add billable items
Select one or more recurring billable items from your catalog. Set the quantity for each item.
Configure trial period
Optionally set a Trial Period in days. During the trial, the subscriber is not charged. Billing starts after the trial ends.
Review the total
Check the per-cycle total at the bottom. This is the amount charged to each subscriber every billing cycle.
Save the plan
Click Save. The plan is now available for adding subscribers.
Add a subscriber
From the plan detail page, click Add Subscriber and select a billing customer. The customer must have a stored payment method.
Select payment method
Choose which of the customer's stored payment methods to use for this subscription.
Confirm and activate
Click Confirm. The subscription is now active. If there is no trial period, the first charge happens immediately.
Result
Your subscription plan is live with an active subscriber. Edge will auto-charge the subscriber's payment method each billing cycle and record the payment in revenue.
