Rule Setup

Introduction

What you should know about Rule Setup

Setting up rules in recurring invoice mode is quite similar to normal subscription setups, but there are a few key differences to keep in mind:

• Rule-based flexibility: Unlike product-based subscriptions, rules allow you to apply subscription logic to all products in your store or just a selected group. This provides greater control and adaptability for your offerings.

• Invoice reminder scheduling: Instead of a fixed renewal date, you can schedule the invoice reminder date down to the exact hour, ensuring timely communication with your customers.

• Simplified requirements: In recurring invoice mode, customers can pause or cancel their subscriptions anytime by ignoring the reminder email. Therefore, the requirement section only supports setting a maximum number of orders, as a minimum order count would no longer be relevant.

These adjustments ensure recurring invoice rules are tailored for maximum flexibility while maintaining a seamless experience for you and your customers.

Step-by-step setup guide

Rule name

Product application

Plan setup

Widget settings

Preview