Introduction

When a customer completes checkout, an order is created both in your shop system and in the circuly Operations Backend. But to begin charging recurring payments, a subscription needs to be created for that order.

circuly provides multiple ways to create subscriptions—both manually and automatically. This article focuses on using the “Mark as Fulfilled” function to trigger automated subscription creation.

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Automate with the API

You can automate this process via our Customer API.

• Mark an individual order as fulfilled
  API Endpoint – Fulfill Order by ID
• Fulfill multiple orders at once (Bulk update)
  API Endpoint – Fulfill Orders in Bulk

How “Mark as Fulfilled” Works

The Mark as Fulfilled action is generally used to indicate that an order item has been shipped or delivered. In circuly, this action can also be configured to automatically start a subscription.

What Happens When You Mark an Order as Fulfilled:

• The order status changes from Open to Fulfilled.
• The Order Fulfilment Email is triggered (if the template is set up and activated).
• The customer's order status in the Self-Service Portal updates accordingly.
• If enabled, the subscription is automatically created and activated.

Enabling Auto-Activation

To automate subscription creation when fulfilling an order, turn on the relevant setting in the backend.

How to Enable:

1. Go to Settings > Subscriptions.
2. Navigate to Create Subscription.
3. Enable the switch for Auto activate subscriptions.

Important: Define the offset for the subscription start using the Auto activate offset setting. This value will be used to calculate when the subscription should begin.

Additional Fulfilment Setting

If you want every order to be automatically marked as fulfilled once all subscriptions are created, enable:

• Fulfil order when all subscriptions are created

This setting ensures the order status changes to fulfilled without manual action once the required subscriptions are in place.

Setup Checklist

Before using the fulfilment function to trigger subscriptions, ensure the following:

• Your email template for Order Fulfilment is created and activated.
• The Auto activate subscriptions setting is enabled if you want subscriptions to start automatically.
• The offset value is set correctly in the subscription settings.
• If automating via API, your integration is configured correctly.

For an overview of all available ways to create a subscription, check out the article:
All Different Ways to Start a Subscription in the circuly Operations Backend

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