Account & Billing
Can I switch between pricing plans? (on Subbly)
Setting up Stripe
Setting up PayPal (through Braintree)
How do I enable Apple Pay & Google Pay?
How to connect a domain to your website?
Checkout Only mode
How do I set the currency for my store?
Country of trade setting
Enabling taxes and using tax calculator
How do I export taxes on Subbly?
Can I grant access to more users to my account? (Teams app)
Can I manage the email notifications I receive?
How do I put my Subbly store and website offline?
How do I cancel my trial?
How do I cancel my account?
Checkout & Payments
Setting up the checkouts and customer portal on custom domain
How can I test the checkout and customer login area?
Changing branding on the checkout
How do I remove Subbly branding from the checkout?
How to translate the checkout?
How do I add Terms & Conditions to the checkout?
Do my customers need to register to make a purchase?
Cart widget behavior
Checkout customization options
How to enable 3DS confirmation step at checkout?
How do I set the multi-currency feature?
How to change the position of the currency symbol at the checkout?
Why are my checkouts not working?
Logo maker app
Designer Tools: Overview
Designer Tools: Layout
Designer Tools: Typography
Designer Tools: UI Kit
Getting started with Dashboard and Apps
Site Settings App
Blank space element
Language Switcher Element
Image Slider element
Button/Product Button element
Sharing Buttons element
Custom HTML element
Region Switcher element
Articles and Article Categories element
Follow Us element
How to add a cookie consent banner to your Subbly site?
How to create a banner on the website builder?
How to submit your website to Google, Yandex, Bing or Yahoo?
How to embed Instagram feed to my website?
How to create anchor points on your website?
How to set up event tracking codes on your website?
Adding chatbot to your Subbly site
How to add effects to your website?
How to build a page from scratch with Subbly?
How to add images and videos to your website?
How to configure SSL for your site?
Desktop vs. Mobile versions of the site
Positioning of elements
Why my domain was labeled as HREFLANG?
How to add Trust Pilot reviews to your website?
How to build your own product layout?
Setting up Headers and Footers across pages
Managing visibility settings of Elements and Blocks
How to create a Blog?
How do customers leave a review for my products?
Getting Started with the Website Builder
Basics of the Edit Mode
How to publish the latest changes on your website?
How to preview my Subbly website?
How to add/create Blocks?
How to localize your website (create a multilingual website)?
How to use Colors tool?
Why do the products go to 404 page?
Product builder wizard
What are subscriptions?
How to create a subscription product?
Understanding cut-off dates
Implications of using Anchored + Incoherent
One time subscription products
How to set sequential subscriptions in Subbly?
How does the pre-order setting work?
How to set up pre-paid subscriptions?
Setting up commitment period for your products
Setting up trial period for subscription products
How to set up shipping methods for my store?
How does gifting work?
How to use gift vouchers?
How to create one-time products?
Using one time products as bundles
How do I edit my product price and billing settings?
Can I set my subscriptions to auto-cancel themselves?
How to unpublish a product?
Setting up funnels
Surveys: Collecting Customer Data & Allowing Customizing of Subscription Price
Setting up surveys
How surveys appear at the checkout (multi-step vs single-step layout)
How do I change the order of my questions/steps and answers on the survey?
Deleting questions, answers or replacing surveys
Survey builder recipes (use cases)
How customers manage their subscription? (Customer portal)
Can I add customer's subscriptions manually?
Customer's Labels Explanation
How to switch the subscription product customer is subscribed to?
How to change renewal date for a customer?
How can I see my customers' preferences?
How to change the shipping address for a customer?
How customers change their password?
Can customers add products to their subscription?
How to process a refund for the customer?
How to reactivate customer's subscription
How does skipping/pausing work?
Handling customer email notifications through Subbly
Account credit balance
How do I export my customer data from Subbly?
Why my customer wasn't charged?
How to cancel customer's subscription?
Orders' Labels Explanation
How to filter orders?
Can I create a test order?
How to create adhoc orders/charges?
How to add a tracking number for customer's order?
Why am I not seeing my orders?
Why my orders don't appear in my Shipstation admin?
Growth & Retention
How dunning tool works on Subbly?
Cancellation Offers (Cancellation Flow)
Payment Failure Email
Upcoming Renewal Email
Automations recipes (use cases)
Handling out of stock
Using cart abandonment tool
Setting up the referral tool on Subbly
How to setup affiliate tracking through Subbly?
Adding conversion tracking to the checkouts
How to use the Addons Upsell feature?
Integrations & App Store
Setting up Chartmogul
How to use other shipping services with Subbly?
Setting up Facebook CAPI & Pixel
Setting up Google Tag Manager
Setting up Google Analytics
Setting up ManyChat integration
Setting up Taxjar
Setting up Facebook login
Setting up Google Auth
Setting up Mailchimp integration
Setting up Drip
Setting up HotJar integration
Setting up Flodesk (through Zapier)
Setting up Zendesk integration
Setting up Pirate Ship integration
Setting up Shipstation integration
How does the ShipStation integration work?
Setting up Bablic
Setting up Zapier
Setting up Klaviyo
Setting up Twilio integration
Setting up Intercom integration
How to edit checkout layout through Google Optimize?
Embed Subbly into external platform(s)
FAQ about Subbly
What countries is Subbly available in?
How do I get help? (How to contact support)
How fast do we respond to your tickets?
What payment gateways are supported on Subbly?
Stripe vs. Paypal: Which one to use?
How much traffic can the Subbly servers handle?
Pricing plans, pricing structure and applicable transaction fees on Subbly
How and when do we charge VAT?
Does Subbly offer refunds?
Can I use Subbly for POS sales?
How can I migrate my customers from Stripe?
How can I migrate my customers from PayPal?
Does Subbly integrate with any accounting platform?
How to transfer domain between sites on Subbly?
Can customers download files from my Subbly site?
Why doesn't Subbly have a marketplace?
Why my checkout redirects to a different product?
What shipping integrations do you provide?
When do I get paid?
How to use tags?
How can I access my previous receipts/invoices?
How can I send emails to my customers?
Working with Subbly Experts
Although we tend to automate everything on the backend and to provide a graceful solution that you guys can set to forget, at times there comes a need for you to run a manual charge and create an adhoc order on your customer's account. This is how you do it on Subbly.
Running a manual charge (through Stripe)
In order to run a manual charge without creating an order on behalf of your customer's account, you will need to do that from Stripe, as it's the general rule of thumb that every charge taken from your customer will create an order as well.
So, in order to simply run the charge on a customer's account simply do the following:
- login to your Stripe account (the one which you have Subbly connected to)
- use the search field and locate the customer in question by using customer's email
- when on customer's profile on Stripe scroll down until you see the Payments section
- click on Add Payment button to declare for how much you'd want to run the charge and finis the adhoc payment
How to manually create an order on Subbly?
Note that this is different from the above because it will create an order for a customer in question and also with an associated charge or without it (you can run a $0 charge if you want to simply create an order without charging a customer actually).
In order to create an adhoc order for a customer make sure that you access specific customer profile from the Customers tab of your Subbly admin, navigate over to Orders tab and choose to add New Order as in the picture below
You will get presented with the widget that will give you 2 different options, which are basically doing the same thing, ie., both of these are only allowing you to create an order for the customer.
Let's go ahead and explain now what the widget is actually doing and what separate options on the widget mean.
One off order - This will allow you to freely choose a subscription or a one-time product from the pool of active products, and to create an order for that product.
Add to subscription - This will allow you to choose among customer's active subscriptions (accessible and visible also inside the Subscriptions tab of the customer profile). This one is easier if you're simply wanting to add an order to customer's existing subscription without having to double check a variety of different products you already have created.
Explanation of different fields on the widget
Down below you can find explanation of different fields you can find on the widget for more clarity:
Choose a product - chooses a product from the pool of active one time or subscription products that you'd want the order to relate to.
Shipping address - declares the shipping address for the newly created order (taken from the shipping address field on the customer area for the customer in question)
Card - if the customer has 2 or more cards in wallet, you will be able to choose one of them from here. We will run the charge against the card chosen.
How much do you want to charge for the product? - declares the $ amount you're about to charge to the customer for the product. If you leave $0, there will be no charge for the customer, but the order will be created.
Charge - handles whether the charge will occur or not for the stated amount. If disabled, no charge will occur.
Include shipping - handles whether the shipping fees will be included in the price or not. If disabled, no shipping fees will be charged.
Include survey - handles whether the customer's current survey preferences will be included in the price or not. If disabled, no charge will be taken for the survey preferences. Current survey preferences of the customer (if applicable) will still be presented on the newly created adhoc order as a separate line items.
If you have additional questions about this functionality, please feel free to reach out to our support team anytime you like.