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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 lasts. Availability depends on the customer’s Payment term (On receipt, End of month, or Net — set on their profile). Some choices may be grayed out based on the term.     Subscription Start
    • Checkout completion: Starts after payment (if applicable).
      Available for: On receipt (immediate).
    • Auto charge & Start subscription: Auto-charge and activate on start date.
      Available for: End of month/Net (deferred).
    • Starts Immediately without charge: Activate now (invoice later).
      Available for: End of month/Net.
    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.
    How Payment Terms Affect Options
    • On receipt: Immediate payment — deferred starts grayed out.
    • End of month/Net: Deferred billing — more flexible starts (e.g., immediate access without charge).
    Grayed options are disabled for compliance. You can change the customer’s payment term in their profile if needed. Duration
    • 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.
  1. 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
  • Generate manual invoices if needed.
Important Notes
  • Manual subscriptions count toward usage/entitlements exactly like self-serve.
  • Invoices can be auto-generated (toggle in plan) or created manually.