Common Billing Scenarios

Basic Recurring

  • Create a product
  • Follow the guidelines in the application for creating a basic recurring product.
  • Think of it as a recurring plan

Once you’ve dont this, future subscribers can sign up for your product by using a Public Sigup Page and will be billed on a recurring basis if indicated.

Basic Recurring with Taxes

  1. Create a product
  2. When defining your product, make the product subject to taxes
  3. Enable taxes

Using taxes with Chargify requires you to request/require a billing or shipping address. For more information on how to create taxable subscription, please see our documentation.

Recurring with Fixed Setup Fee

  1. Create a product
  2. Define a setup fee and when it should be charged
Enter setup fee

Recurring with Variable Setup Fee

  1. Create a product
  2. Create a metered component as your variable setup fee
  3. When defining your metered component, set the name to “setup fee”, set the unit name to a singular version of your currency
  4. Define your pricing of the component with fractional quantities enabled.
  5. This will allow for a custom setup fee down to the penny.

Recurring with Setup Fee and Trial

  1. Create a product
  2. Define your setup fee (using a fixed setup fee)
  3. Select “When to Charge Setup Fee” / Charge Setup Free Before Trial Period
  4. This option only applies to the setup fee cost
Include trial period length and setup fee

Example above: This is a free trial for 7 days with a $15 setup fee that charges before the trial begins. Alternatively, you can charge the setup fee after the trial period.

Free Trial with Credit Card Required

  1. Create a product
  2. When defining your product, set price to $0, and set recurring period to the length of your free trial.
  3. Require a payment method when creating your product. This requires your customer to enter their credit card upon signup.
  4. Create component(s) (optional) . Any components you create will not be billed until the end of the free trial.

Example 29.99/mo with a 30 day free trial. Credit card required.

Setup free trial ($0) and recurring cost
Require payment method

Free Trial with No Credit Card Required

  1. Create a product
  2. When defining your rroduct, set Price to $0, and set recurring period to the length of your free trial.
  3. Disable the option to “require a payment method” in your product so your customer is not required to enter a credit card.
  4. Choose what happens after the trial ends when there is no card on file.
  5. Create component(s) (optional)
  6. Any components you create will not be billed until the end of the free trial.
Disabling the payment method requirement is the key step

Recurring with Coupon

  1. Create a product
  2. Create component(s) (optional)
  3. Create coupon(s)
    • Define your coupon (see image below)
  4. Enable your coupon to display on Public Signup Pages

Tip: Use the “Recurring Discount?” to define how often the coupon will be used for your customer

Create coupon with recurring discount

Invoice Your Customers

  1. Create a product
  2. Create component(s) (optional)
  3. Configure your invoice settings (optional)
  4. Create an invoice-only based subscription
Select invoice-only billing

Recurring Product on Shopify

The instructions below are for a legacy version of Chargify's Shopify integration. Please note that this integration is no longer available, but the instructions are for legacy users only.
  1. You must have a pre-existing Shopify installation, as it is no longer available.
  2. Create a product
  3. When creating your product, be sure to require shipping and billing address.
  4. Include zip Code Validation (optional). This will validate valid zip codes for US and Canada.
  5. Copy/paste the JavaScript into your Public Signup Page settings in Chargify
  6. If you would like to test this functionality, go to this example payment page and type an invalid zip code such as ‘1234’ and click or tab out of the zip code box.