> ## 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.

# Manual Subscription

## **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.

### **Creating a Manual Subscription**

Manual subscriptions are created from the **Subscriptions** tab .

1. Navigate to **Subscriptions** (main navigation).

2. Click **Assign Subscription**.

   <img src="https://mintcdn.com/metrifox/RORHTxbDDF6BHwhZ/images/manual_subscription/assign.png?fit=max&auto=format&n=RORHTxbDDF6BHwhZ&q=85&s=1337b565fe94f95b90bc85b54f174aa0" alt="Assign" width="2246" height="692" data-path="images/manual_subscription/assign.png" />

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.

   <img src="https://mintcdn.com/metrifox/RORHTxbDDF6BHwhZ/images/manual_subscription/customer.png?fit=max&auto=format&n=RORHTxbDDF6BHwhZ&q=85&s=7dda097d187c99a6a77c577a4d458768" alt="Customer" width="2298" height="1020" data-path="images/manual_subscription/customer.png" />

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.

     <img src="https://mintcdn.com/metrifox/RORHTxbDDF6BHwhZ/images/manual_subscription/drafts.png?fit=max&auto=format&n=RORHTxbDDF6BHwhZ&q=85&s=053bffc22a753501ef12800092ec121e" alt="Drafts" title="Drafts" style={{ width:"100%" }} width="1426" height="1236" data-path="images/manual_subscription/drafts.png" />

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.

### **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.
