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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create a subscription for a customer

Create a subscription contract from the Roadmap admin, including products, customer details, shipping, payment requirements, and the start date.

Create subscription contracts from the Roadmap admin when you need to place one for an existing customer.

The customer needs a Shopify payment method that supports subscriptions. If they do not have one, create the contract with a future start date. Roadmap emails them a $1 checkout link to collect their payment details. Learn more about the $1 checkout payment method.

Create the subscription

  1. Open Subscriptions in the Roadmap admin.

  2. Click Create subscription.

  3. Choose a Delivery frequency. Roadmap loads these options from your subscription plans.

  4. Search for or browse to the product variant. Add the required quantity.

  5. Search for and select an existing customer.

  6. Select the customer's shipping address. Add a new address if needed.

  7. Select a shipping rate. Roadmap shows rates from Shopify shipping profiles that match the address and selected products. You can also add a custom rate.

  8. Choose the contract's Start date.

  9. Add an optional internal note for your team.

  10. Review the total per cycle, then click Create subscription order.

Roadmap creates the contract and assigns it a subscription number. You can then manage it like any other subscription contract.

Choose the right start date

Customers with an active saved payment method can start today or on a future date.

If the customer has no saved payment method, the subscription cannot start today. Choose a future date instead. After you create the contract, Roadmap emails the customer a $1 checkout link. Completing that checkout captures their payment details for the subscription.

Choose a start date that gives the customer time to complete the payment update. The contract cannot commence until a usable payment method is saved.

Shipping address, market, and currency

The shipping address determines the contract's market and currency. Confirm the address before creating the subscription, especially for customers who ship internationally.

Shipping rates come from the Shopify shipping profiles for the selected address and products. Use a custom rate only when the available Shopify rates do not fit the order.

Related guides

PreviousSubscription statuses explained
NextChanging shipping on a subscription contract

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