Introduction

When a customer completes the checkout process and finalises their order by making a payment, an order is created in circuly, and the initial payment is processed. This initial charge corresponds to the amount the customer agreed to on the checkout page.

However, if you have enabled the "Delay charge in checkout" setting, no payment is processed automatically during checkout. In such cases, the initial payment must be charged manually. This step is essential because, typically, a subscription cannot be created unless the initial payment has been made. This safeguard prevents accidental subscription creation for orders where no payment exists or has not been collected yet.

An exception to this rule occurs if you have also enabled the "Allow unpaid subscriptions" setting alongside "Delay charge in checkout." This configuration allows you to create a subscription even if no payment has been processed. However, this should be treated as a special case and communicated clearly to all users of the circuly Hub to avoid confusion.

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Feature Overview

If you have enabled the "Delay charge in checkout" setting, no payment is collected after a customer finalises the order. The payment must be charged manually. To do so you can use the charge initial payment feature available in the circuly Hub that lets you manually charge the initial payment.

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Step-by-step guide‍

The option to charge the initial payment can be approached either from the Orders tab or the Customer tab. No matter which way you choose, the result is the same.

- Charge the initial payment from the Customers tab

• In your circuly Hub > Go to the Customers Tab > Select the corresponding customer from the Customer list.
• In the Customer Overview Window > Navigate to Orders > Click on the three dots to display the menu options > Click on Charge initial payment.‍
• In the Charge initial payment window > Type a message in the Message to customer input field (Optional). The message will be sent as an in-line text to the customer with the "Payment" email.
• Confirm your action by clicking on the Charge x,xx € button. 

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- Charge the initial payment from the Orders tab

• In your circuly Hub > Go to the Orders Tab > Select on the corresponding order from the Order List.
• In the Order Overview Window > Click on the three dots in the top right corner to display the manu options > Click on Charge initial payment.‍
• In the Charge initial payment window > Type a message in the message input field (Optional). The message will be sent as an in-line text to the customer with the "payment"email.
• Confirm your action by clicking on the Charge x,xx € button. 

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Next steps

After you have charged the initial payment, you can proceed to create a subscription for the order.