Introduction
Learn how to create or enter a new subscription in GoodBricks.
Enter a New Subscription
Access New Subscription Page
- Select ‘New Subscription’ link on QUICK LINKS located on the Dashboard Page
OR - Select Subscriptions from the left hand side menu.
- Select + New Subscription button to open the New Subscription Page.
New Subscription
Customer Information
Type here to load an existing customer… – If this subscription is for a customer that already exists in GoodBricks then you can search for the customer using this area.
Full Name – Enter full name of the customer.
Email – Enter email address associated with the customer.
Phone – Enter phone number associated with the customer.
Address
Type here to autofill address… – Start typing the street address and system will retrieve the address and populate on the appropriate fields.
Street – Enter street address of customer.
Apt, Suite, Unit, etc – Enter any Apt, Suite, Unit information.
City – Enter city information.
Zip Code – Enter zip code information.
Cause Information
Cause – Use this drop down to select from a pre-existing Cause.
Amount – Enter the amount (Required field).
Subscription Information
Start Date – Use this calendar drop down to select a start date for subscription.
Frequency – Select frequency of subscription (Month/Day/Week/Year).
Iteration – Select number of iterations for subscription.
Payment Information
Default – This is the default payment option associated with the customer.
Card – Select to enter card information.
Other – Select this option to enter cash or check information. NOTE: This field does not take any special characters like #,* etc.
Card Number – Enter card information.
Save as default – Check this option if you would like to save this as default payment method of the customer.
Comments – Enter any comments or additional information related to this subscription.
Create New Subscription
Press this button when you have entered all the required information to create the new subscription.