Long-term business is synonymous with one thing: recurring payments. When your customers will owe you multiple payments over a period of weeks or months, subscription billing management services like Recurly are the go-to option for subscription billing, management, and dunning management features.

Once you’ve finished navigating Recurly’s user-friendly dashboard, it’s time to set up your company’s Recurly account.

Setting up your business Recurly account

It’s simple to set up an account with Recurly: create your account, set up your gateway and plans, make a test payment, and go live.

Create your account

Create a free account at Recurly here, and the first step is done. Easy, right?

Recurly Signup

Set up your gateway

Recurly supports over a dozen payment gateways, including Chase, PayPal, Amazon Payments, and Stripe, making for an easy and quick setup.

From your gateway configuration page in your Recurly account, select your payment gateway and enter your gateway credentials. Keep in mind that these are usually not the credentials you use to access your virtual terminal but instead are a set of API credentials.

Add Gateway

Set your accepted card types. Recurly supports all cards except for Maestro. Then, configure your Zero Dollar Authorization (ZDA) settings, which allows you to bypass the default $1.00 authorization method prior to every sale. Keep in mind that ZDA transactions can only be processed when billing address information is current and your payment gateway supports it.

Select Cards

Set up your plans

Next, set up which payment plans you want your customers to have access to. Click on New Subscription Plan at your main subscription plan page, fill out the details—plan name, plan code, plan description, billing cycles, charge amount, billing interval, and so on—and voilà—you’re set.

Plan Setup

Make a test payment

Make a test payment—because you should never go live without testing your payment plans first.

Find the hosted payment page URL for the plan you just created. It’s located on the right hand side of your plan detail page. The URL will look something like https://SITE_NAME.recurly.com/subscribe/PLAN_NAME.

Visit the URL in your browser and make a test payment using the test credentials conveniently listed on the Hosted Payment Page.

Test Transaction

Go live

Recurly provides its users with a Go Live Checklist, which stresses to have several things set up before clicking the “publish” button:

  1. Make sure site settings are current and accurate
  2. Ensure your subscription plans are correct
  3. Check that your invoice settings are right
  4. Enable other currencies, if desired
  5. Be sure your tax settings are correct so you are in compliance.

If you’re ready, go live!

Time to Optimize

Once you’re all setup, it’s time to optimize your dunning settings and customize your e-mail templates. These optimizations can significantly improve invoice collection rates.

Optimize your dunning settings

Recurring payments will fail, no matter how many safeguards you install in your payments system. You can set up a dunning policy to recover more of those invoices: we’d recommend sending the first payment declined e-mail immediately to alert your customer that they’ve missed a payment. Another reminder should be sent 7 days after the first reminder. And a final reminder should be sent 3 days after that.

Dunning Settings

Customize your e-mails

Customized e-mail templates have the ability to connect with your customers and recover revenue. With Recurly, you can customize your header and footer, override default “from” addresses, and enable or disable e-mails, among other features.

Have you set your company up with Recurly? Would you recommend its services?

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