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Manual Subscription Contract

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How to Create a Manual Subscription Contract in Easy Subscriptions #

The manual subscription contract feature in Easy Subscriptions allows you to create a subscription for a customer directly from your Shopify admin. This is useful for onboarding customers manually or managing subscriptions outside of the standard checkout flow.

Note: Manual contracts can only be created if the customer has a saved payment method in Shopify.

When to Use This Feature #

  • Migrating subscribers from another platform

  • Handling special requests or offline sales

  • Creating subscription plans for VIP customers

  • Offering custom billing intervals or delivery preferences

Step-by-Step Guide #

Step 1: Access the Subscriptions Page #

  1. From your Shopify Admin, go to Apps > Easy Subscriptions.

  2. In the left-hand menu, click Subscriptions.

Step 2: Click “Create Contract” #

  1. In the top-right corner of the Subscriptions page, click the Create Contract button.

Step 3: Fill Out Contract Details #

Status #

  • Choose the initial status of the contract (e.g., Active, Paused, Cancelled).

Customer #

  • Click Browse Customer to select an existing customer from your Shopify store.

  • ✅ Ensure the customer has a valid saved payment method in Shopify. Without this, the contract cannot be created.

Products #

  • Click Browse Products to add one or more subscription products to the contract.

Step 4: Add Billing Information #

  • Next Billing Date: Select the upcoming billing/order date using the calendar.

  • Next Order Time: Set the time the order should be processed (optional).

  • Billing Interval: Choose how frequently the subscription renews (e.g., every 1 month).

  • Billing Interval Count: Set the frequency number (e.g., “1” for every month, “2” for every two months).

Step 5: Enter Customer Address Details #

  • Fill in the shipping address, phone number, and country/region.

  • This information is required for order fulfillment and delivery.

Step 6: Add Delivery Information (Optional) #

  • Delivery Price: Enter a custom shipping fee (if applicable).

  • Delivery Note: Add any additional delivery instructions (e.g., “Leave at front door”).

Step 7: Save the Contract #

  1. Review all entered details for accuracy.

  2. Click Save to create the manual subscription contract.

The contract will now appear under the Subscriptions tab and will follow the billing and delivery schedule you’ve configured.

That’s It! #

You’ve successfully created a manual subscription contract using Easy Subscriptions. The system will automatically handle billing, order generation, and notifications based on your setup.

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