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Documentation Index

Fetch the complete documentation index at: https://docs.metrifox.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Manual subscriptions let you create and manage subscriptions directly in the dashboard, without requiring customers to go through self-serve checkout. Use cases:
  • Sales-led or enterprise deals: Create subscriptions for customers with negotiated/custom pricing, terms, or bundles that aren’t available in self-serve checkout.
  • Free or promotional access: Quickly grant complimentary subscriptions for partners, beta testers, influencers, or marketing campaigns.
  • Internal testing/demos: Set up test subscriptions for your team or product demos without real payments.
  • Support resolutions: Fix or adjust subscriptions directly (e.g., extend access).Manual subscriptions support recurring billing, add-ons, credits, custom pricing overrides, and invoice generation, just like self-serve ones.

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Creating a Manual Subscription

Manual subscriptions are created from the Subscriptions tab .
  1. Navigate to Subscriptions (main navigation).
  2. Click Assign Subscription. Assign
  3. Select a customer
    • Search or choose from the dropdown.
    • Customer details (key, email, address and payment term) appear after the customer has been selected.
    Customer
  4. If drafts exist for this customer:
    • You’ll see a list of saved drafts (e.g., “ikoyi club • Deluxe – Created 23/01/2026”).
    • Choose Continue on a draft to resume editing, or Start a new subscription to ignore drafts and begin fresh. Drafts
  5. Configure the subscription:
    • Product: Select from dropdown.
    • Plan: Select from product’s plans (loads after product).
    • Add subscription key (optional custom ID).
    Subscription Start & Duration
    These options control when the subscription begins and how long it runs. Available choices depend on the Collection Mode for In-Advance Plans (set under Billing & Collection in subscription settings) and whether the customer has a saved payment method.     Subscription Start
    • Checkout completion: Subscription starts once the customer completes payment.
      Available when: Collection mode is prepaid.
    • Auto-charge & start subscription: Automatically charges the customer and activates the subscription on the start date.
      Available when: Collection mode is prepaid and the customer has a saved payment method; if no payment method is saved, this option is grayed out and disabled.
    • Start immediately without charge: Activates the subscription right away; the customer is invoiced later.
      Available when: Collection mode is postpaid.
    • Custom start date: Activates the subscription on a date you choose.
      Available: Always. If collection mode is prepaid, payment must be completed before the subscription starts.
    Subscription Duration
    • Forever: No end date (ongoing until canceled).
      Available for all terms.
    • Duration: Fixed length (e.g., 12 months).
      Available depending on term.
    • Custom end date: Specific end date.
      Available depending on term.
    More options → you can also enter a purchase order number, but if you do not one would be generated for that subscription . Right sidebar shows Order summary (subtotal, tax, total due) and it updates live as you configure.
  6. Click Assign Subscription to create (active immediately) or Save as draft for later.

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Managing Manual Subscriptions

From the customer’s profile or global Subscriptions list:
  • View all subscriptions (filter by status: Active, In trial, Grace period, Paused, Cancelled, etc.).
  • Click on the subscription you want to manage
  • Click the action button at the top right and cancel subscription
Important Notes
  • Manual subscriptions count toward usage/entitlements exactly like self-serve.