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circuly is the home of your subscription business - and we are dedicated to make it not only look nice but also work smoothly. Together with you.

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Bookkeeping for a Subscription Business

Bookkeeping in a subscription business involves recording and managing the financial transactions related to the recurring revenue from subscription-based services or products.

Connect Adyen to circuly

Learn more about how you can connect Adyen as a Payment Service Provider to circuly.

Setup Shipping Methods and Shipping Logics

In the circuly Operation Backend, you can create shipping methods, have different shipping costs logic and make the shipping methods change as per the selected country on the checkout page.

Everything about the circuly Self-Service Portal

The customer login gives your customers the freedom to do self-service and manage their subscriptions themselves.

Merge Customer Profiles

Learn how to merge customers in circuly to clean up duplicate profiles by transferring subscriptions, payments, orders, and more—plus important notes on this irreversible process.

Edit customer balance

The Customer Balance is a flexible way to apply credits or discounts to a customer's next recurring payment. Whether you're offering a goodwill gesture or rewarding loyalty, the balance amount is automatically deducted from the next payment due.

Downloading Invoices in the Customer Self-Service Portal

Your customers can download their invoices from the Customer Self-Service Portal, thus eliminating the need for them to get in touch with your customer support. Learn more

Refer a Friend Feature Setup & Settings

Refer a friend is a feature that allows your existing customers to get some monetary incentive for encouraging other people to become your customer. Read more

Edit the Customer Information

Customer information can be edited either by the customer in the Customer Self Service and it can also be edited by you in the Customer Profile and in Orders. Learn more about editing customer information

Export Data from the circuly Hub

What happens when you export Orders, Subscriptions, Transactions, Customers and Recurring Payments?

Everything about the circuly Self-Service Portal

The customer login gives your customers the freedom to do self-service and manage their subscriptions themselves.

Explained: Status and Other Column in the circuly Hub

This article contains explanations for various values displayed under the different column headings in the circuly Operations Backend.

Mark as Fulfilled

Detailed info about the Mark as fulfilled function.

Edit an order

Edit order is a feature available in the circuly Hub that you can use to edit orders by adding, changing or deleting order items that do not have a subscription attached to it.

Refund an order

Refund Order is a feature available in the circuly Operations Backend that you can use to refund any charged one-time payment or recurring payment.

Common Reasons Why Your Customers Are Prevented From Placing an Order on Your Checkout

There are multiple reasons why a visitor is prevented from completing the checkout process. Learn more.

Custom Fields in Checkout and Where To Find Them

You can customise the checkout page by adding custom input fields to it. Learn more.

Creating Manual Draft Order

The Manual Order feature enables you to manually create orders in the circuly Operations Backend and send the order as quotes to the customer. Learn more

Charge the Initial Payment Manually

Charge initial payment is a feature available in the circuly operations backend that lets you manually charge the initial payment.

Delayed Charge or Delayed Initial Payment in the Checkout

In the circuly Hub, you have the option to delay charges or payments and not charge anything when your customer places an order on your checkout. Learn more about the delayed charge feature.

Setup Shipping Methods and Shipping Logics

In the circuly Operation Backend, you can create shipping methods, have different shipping costs logic and make the shipping methods change as per the selected country on the checkout page.

Process Orders With Wrong Product

Here's how you can process orders with a wrong product.

Edit the Customer Information

Customer information can be edited either by the customer in the Customer Self Service and it can also be edited by you in the Customer Profile and in Orders. Learn more about editing customer information

Add Swap/Replacement Reasons

When you swap a product for an existing subscription you can specify the reason for the said action. Learn more about adding swap/replacement reasons.

Edit the Subscription Start Date for an Existing Subscription

Learn how you can edit the subscription start date of a subscription that has already been created.

All Different Ways to Start a Subscription in the circuly Hub

There are multiple paths you can take in the circuly operations backend to create a subscription. This article highlights all of them.

Create Subscription Plans in Shopify

Learn how to create a subscription plan in Shopify and start benefiting from all the pros of recurring revenue.

Setup Metafields in Shopify

Metafields enable you to customize the functionality and appearance of your Shopify store by allowing you to save specialized information that isn't usually captured in the Shopify admin. Learn more about setting up metafields in Shopify.

The difference between “cancel order” and “set as pending return”

Both “cancel order” and “set as pending return” are ways to process a cancellation request but with different logic and background.

Export Data from the circuly Hub

What happens when you export Orders, Subscriptions, Transactions, Customers and Recurring Payments?

How to Replace a Serial Number?

You may want to replace an existing serial number because of reasons such as typing errors. Here's how you can perform this action.

How to Charge A One-Time payment?

Charge one-time transactions easily from your circuly operations backend.

How to Process a Refund in the circuly Operations Backend?

Processing a refund in the circuly operations backend is not only easy but specially designed for subscriptions.

How to Swap or Replace a Lost (Missing/Stolen) Product?

Since lost products are not expected to come back, the process for such products looks slightly different.

Explained: Tags and Tag Date

What are tags and how to use them.

How to Process a Swap or Replace a Product?

Quickly replace and swap broken/non-functional products.

How to Customise the Order List View Window

De-clutter your Order List view and customise it to only see what you want to see.

The Order List: Explained

The order list contains a list of all orders that come in from your shop system when your customer proceeds through the checkout.

Create a Subscription

You got a new order? Woo-hoo! Congratulations! Before you start earning that beautiful monthly recurring revenue, here are are few things you need to set up first to get going!

Explained: Status and Other Column in the circuly Hub

This article contains explanations for various values displayed under the different column headings in the circuly Operations Backend.

Manually Mark Payment as Settled

Learn more about marking a payment as settled.

Change Billing Frequency

Swap between billing frequencies.

Unable to Create a Subscription

If you are unable to create a subscription for a given order, the most likely cause is your setting. Learn more.

Charge the Initial Payment Manually

Charge initial payment is a feature available in the circuly operations backend that lets you manually charge the initial payment.

Enable And Process Buyout/Purchase of Subscription Products

If you have a rental model that allows subscription products to be bought in the middle of the subscription period or at the end of the subscription period, you can tackle the operations in the circuly Operations Backend.

Process Orders With Wrong Product

Here's how you can process orders with a wrong product.

Automation With Webhooks and Zapier: How to Generate Return Labels

You can export data out of circuly via webhooks and create endless automation. Learn how you can create a return label with webhooks using zapier

Reactivate a Subscription

Subscriptions can be automatically (when return workflow settings are enabled) and manually reactivated. Learn more about reactivating a subscription.

Initiating product buyout when customer wants to buy the product

Learn more about initiating a product buyout in the circuly operations backend when a customer requests to buy the product in the middle or during the subscription period.

Auto Renew Subscriptions

If your customers do not actively cancel their subscription from the Customer Self-Service Portal or write an email to you to cancel the subscription, you can auto-renew the subscription either manually, or you can automate the process.

Add Swap/Replacement Reasons

When you swap a product for an existing subscription you can specify the reason for the said action. Learn more about adding swap/replacement reasons.

Edit the Subscription Start Date for an Existing Subscription

Learn how you can edit the subscription start date of a subscription that has already been created.

All Different Ways to Start a Subscription in the circuly Hub

There are multiple paths you can take in the circuly operations backend to create a subscription. This article highlights all of them.

Create Subscription Plans in Shopify

Learn how to create a subscription plan in Shopify and start benefiting from all the pros of recurring revenue.

Bulk Update Orders Into Subscriptions

Learn how to bulk update orders into subscriptions and save operational time to improve efficiency.

Two-Click Cancellation flow in circuly

In October 2021, a new law was introduced in Germany about the termination of subscription contracts. Here's how the implementation of the two-click cancellation process looks in circuly.

Automate Subscription Start Date Selection

Every time you create a subscription, you can select the subscription start date. You can automate the process of selecting a subscription start date.

Auto cancel subscription when customer makes a cancellation request from the customer portal

In the customer portal, your customers can make a cancellation requests. When they do so, the subscription is cancelled, and the subscription status is set to pending return.

The difference between “cancel order” and “set as pending return”

Both “cancel order” and “set as pending return” are ways to process a cancellation request but with different logic and background.

Mark a Subscription’s Status as Pending Return

Marking the subscription status as “pending return” can be either done manually or it can be automatically triggered.

What is “pending return” and what does it do?

In the circuly operations backend, you’ll find the words “pending return” in multiple places. Multiple operations and workflows are either trigged through “pending return” or are dependent on it.

Change or Extend the Subscription Duration

Change subscription duration, subscription price and so on easily in one place.

Export Data from the circuly Hub

What happens when you export Orders, Subscriptions, Transactions, Customers and Recurring Payments?

Charge a Single Recurring Payment

You can charge a single recurring payment from the operations backend.

Extend Subscription End Date

Read more about extending the subscription end date.

Process a Return Request Made by the Customer

When you get a return request from your customer either via email or via the customer login, there are two different ways to process the request.

How to Edit/change a Recurring Payment?

How can you edit/change a recurring payment in the circuly operations backend.

How to Process a Refund in the circuly Operations Backend?

Processing a refund in the circuly operations backend is not only easy but specially designed for subscriptions.

How to Swap or Replace a Lost (Missing/Stolen) Product?

Since lost products are not expected to come back, the process for such products looks slightly different.

Explained: Tags and Tag Date

What are tags and how to use them.

Explained: Subscription List Columns

What do the different column headings in the subscription list mean? Read more to get a detailed view.

Create vouchers in the circuly Hub

Create a voucher in the circuly backend for single or multi-use purposes.

How to Process a Swap or Replace a Product?

Quickly replace and swap broken/non-functional products.

The Order List: Explained

The order list contains a list of all orders that come in from your shop system when your customer proceeds through the checkout.

How to Bulk Upload Subscriptions?

With circuly you can create subscriptions in bulk and skip manually assigning serial number to a product in case you have thousands of orders coming in on a daily basis.

Create a Subscription

You got a new order? Woo-hoo! Congratulations! Before you start earning that beautiful monthly recurring revenue, here are are few things you need to set up first to get going!

Explained: Status and Other Column in the circuly Hub

This article contains explanations for various values displayed under the different column headings in the circuly Operations Backend.

Payment Cycles

A payment cycle has “x” number of payment retrial attempts meaning that if the circuly system has retried a failed recurring payment “x” number of times then this counts as one payment cycle.

Initial Payment

Initial payment is the payment that is due when an order is placed. Learn more

Charge initial payment

Charge initial payment is a feature available in the circuly operations backend. Learn more

One-time payment

One-time payment is a feature available in the circuly operations backend that you can use, as the name suggests, to charge non-recurring, one-time payments to your customer's payment method.

Connect Adyen to circuly

Learn more about how you can connect Adyen as a Payment Service Provider to circuly.

Delayed Charge or Delayed Initial Payment in the Checkout

In the circuly Hub, you have the option to delay charges or payments and not charge anything when your customer places an order on your checkout. Learn more about the delayed charge feature.

Chargebacks in the circuly Hub

Here's how you can see chargebacks in the circuly Operations Backend.

Export Data from the circuly Hub

What happens when you export Orders, Subscriptions, Transactions, Customers and Recurring Payments?

Charge a Single Recurring Payment

You can charge a single recurring payment from the operations backend.

How to Retry a Failed Payment?

A typical situation in subscriptions is failed recurring payments. Here's how circuly handles failed payments.

How to Process a Refund in the circuly Operations Backend?

Processing a refund in the circuly operations backend is not only easy but specially designed for subscriptions.

Create vouchers in the circuly Hub

Create a voucher in the circuly backend for single or multi-use purposes.

Create a Subscription

You got a new order? Woo-hoo! Congratulations! Before you start earning that beautiful monthly recurring revenue, here are are few things you need to set up first to get going!

Exporting Invoice Line Items in Circuly

Learn how to export invoice line items in circuly for detailed revenue and product analysis.

Explained: Status and Other Column in the circuly Hub

This article contains explanations for various values displayed under the different column headings in the circuly Operations Backend.

Charge Invoice

Manually charge an invoice from the invoice tab when a payment fails.

Create Cancellation Invoices and Regenerate Wrong Invoices

A wrongly generated invoice first needs to be cancelled, and a new invoice must be created for the same with the correct information. Learn more about cancellation invoices.

Explained: Status and Other Column in the circuly Hub

This article contains explanations for various values displayed under the different column headings in the circuly Operations Backend.

Payment Cycles

A payment cycle has “x” number of payment retrial attempts meaning that if the circuly system has retried a failed recurring payment “x” number of times then this counts as one payment cycle.

Initial Payment

Initial payment is the payment that is due when an order is placed. Learn more

Charge initial payment

Charge initial payment is a feature available in the circuly operations backend. Learn more

One-time payment

One-time payment is a feature available in the circuly operations backend that you can use, as the name suggests, to charge non-recurring, one-time payments to your customer's payment method.

Connect Adyen to circuly

Learn more about how you can connect Adyen as a Payment Service Provider to circuly.

Delayed Charge or Delayed Initial Payment in the Checkout

In the circuly Hub, you have the option to delay charges or payments and not charge anything when your customer places an order on your checkout. Learn more about the delayed charge feature.

Chargebacks in the circuly Hub

Here's how you can see chargebacks in the circuly Operations Backend.

Export Data from the circuly Hub

What happens when you export Orders, Subscriptions, Transactions, Customers and Recurring Payments?

Charge a Single Recurring Payment

You can charge a single recurring payment from the operations backend.

How to Retry a Failed Payment?

A typical situation in subscriptions is failed recurring payments. Here's how circuly handles failed payments.

How to Process a Refund in the circuly Operations Backend?

Processing a refund in the circuly operations backend is not only easy but specially designed for subscriptions.

Create vouchers in the circuly Hub

Create a voucher in the circuly backend for single or multi-use purposes.

Create a Subscription

You got a new order? Woo-hoo! Congratulations! Before you start earning that beautiful monthly recurring revenue, here are are few things you need to set up first to get going!

Explained: Status and Other Column in the circuly Hub

This article contains explanations for various values displayed under the different column headings in the circuly Operations Backend.

Return Handling: Mark as Returned

Mark, as returned, is commonly used to indicate that the subscription that was in the "pending return" state can be processed because the product has been returned. Mark, as returned, changes the status of the subscription to "ended".

Setting: Auto Refund Immediately Cancelled Subscriptions

Auto refund immediately cancelled subscriptions is a setting available in the Settings tab that allows you to auto refund the payment for an order/subscription that is still within the Early cancellation period. Learn more.

Process Orders With Wrong Product

Here's how you can process orders with a wrong product.

Automation With Webhooks and Zapier: How to Generate Return Labels

You can export data out of circuly via webhooks and create endless automation. Learn how you can create a return label with webhooks using zapier

Add Swap/Replacement Reasons

When you swap a product for an existing subscription you can specify the reason for the said action. Learn more about adding swap/replacement reasons.

When Should You Mark an Asset as Returned and When as Bought?

When should an asset be marked as bought and when as returned? Find out in this article.

Mark a Subscription’s Status as Pending Return

Marking the subscription status as “pending return” can be either done manually or it can be automatically triggered.

What is “pending return” and what does it do?

In the circuly operations backend, you’ll find the words “pending return” in multiple places. Multiple operations and workflows are either trigged through “pending return” or are dependent on it.

The Return Workflow and the Associated Settings

What does the return flow look like in the circuly operations backend and which settings are associated with it?

Mark Products as Bought

‍Mark products as "bought" during the return process

Process a Return Request Made by the Customer

When you get a return request from your customer either via email or via the customer login, there are two different ways to process the request.

How to Process a Swap or Replace a Product?

Quickly replace and swap broken/non-functional products.

Explained: Status and Other Column in the circuly Hub

This article contains explanations for various values displayed under the different column headings in the circuly Operations Backend.

Self-Service Portal - Change Payment Details

Enable your customers to update their payment details without contacting your customer support.

Initiating product buyout when customer wants to buy the product

Learn more about initiating a product buyout in the circuly operations backend when a customer requests to buy the product in the middle or during the subscription period.

When Should You Mark an Asset as Returned and When as Bought?

When should an asset be marked as bought and when as returned? Find out in this article.

How to Swap or Replace a Lost (Missing/Stolen) Product?

Since lost products are not expected to come back, the process for such products looks slightly different.

Bundle Collection

As the name defines, a "bundle" is a collection of products that are grouped together. In subscription terms, a bundle is a collection of products that are categorised under one subscription.

Extension Price

Learn more about extension prices.

Explained: Prepaid Subscriptions

As the title suggests Prepaid Subscriptions are subscription orders where your customer agrees to pay the recurring fees in advance and upfront.

Checkout setting: Check system stock

A setting that runs a stock check query on your checkout page. Learn more about use case.

Stock Management in circuly

You’ve set up your products in your shop system, created variants, defined the SKU and you’re ready to receive your first order or perhaps new orders. And you want to know how circuly interacts with your stock. Learn more.

Exchange Groups: Unleash the Power of Streamlined Choices

Offer your customers the possibility to replace products and select from a predefined collection to alleviate decision fatigue and guide them towards making confident choices.

Create a Product Collection

Product collections enables you to group products together and have common functions, actions, logic and rules for these group, aka collection instead of having a separate rule for each product.

Set up Tax Rules

Set up tax rules in the circuly operations backend.

Explained: Status and Other Column in the circuly Hub

This article contains explanations for various values displayed under the different column headings in the circuly Operations Backend.

Set Up the Repair Questions

After a product is returned by the customer and before it can be rented out again, the product goes through the repair process.

Understanding Payment-Related Email Templates

Emails that have anything to do with payments (such as charging a payment, making a refund etc.) require an invoice. In this article, we’ll explain more about payment-related emails such as “Invoice”, “Your Invoice”, “One-time transaction”, etc.

Issues With Email Delivery

Here are some of the most common reasons for failure in the delivery of emails to your customer. Learn more about email delivery.

Create Cancellation Invoices and Regenerate Wrong Invoices

A wrongly generated invoice first needs to be cancelled, and a new invoice must be created for the same with the correct information. Learn more about cancellation invoices.

Set Up an Email Template

Email templates can be edited in the circuly operations backend.

How are Different Emails Triggered in the circuly Hub?

Your customers get transactional emails from the circuly operation backend for pre-defined subscription operations. Each email has an email trigger attached to it. What are these triggers?

How to Send Out Emails Manually?

How to send emails manually from the circuly operations backend when emails are not sent out automatically.

Refer a Friend Feature Setup & Settings

Refer a friend is a feature that allows your existing customers to get some monetary incentive for encouraging other people to become your customer. Read more

How to Edit a Voucher?

Easily edit an existing voucher instead of creating one from scratch.

Create vouchers in the circuly Hub

Create a voucher in the circuly backend for single or multi-use purposes.

circuly Retailer Portal & Point of Sales

Discover how Circuly’s Retailer Portal streamlines subscription orders for retail employees, with easy management and integration with the self-service portal.

Setting: Allow start date in past

Learn how to enable and use the circuly setting that allows subscription start dates in the past.

Edit user permissions

In the circuly Hub, you can manage user access with precision — deciding who sees what, and what actions they can perform.

Debt Collection & Dunning in circuly: circuly x Debtist Integration.

circuly has partnered with Debtist to offer automated collection of unpaid invoices natively within circuly. Learn more

Settings: Failed Payment Retrial

In the circuly operations backend you can define how many times a payment should be retried, what should be the time interval between each retry, should the customer be informed on each attempt or only on the final attempt and so on.

Replace the Order ID Generated by Circuly With the Shopify Order ID

The circuly generated order ID can be replaced with the Shopify order name. Learn more.

Email and Setting: Subscription Is Almost Over

In this article, we’ll explain the process of subscription renewal, reminder emails and the associated settings in detail.

Set up Your Email Provider

There are two options available to set up your email provider. Learn more.

Adding Cancellation Reasons

When your customer makes a cancellation request from the self-service portal, they have to select the type of cancellation and reason for making the cancellation request.

Reserving Assets with circuly

Asset status reserve means that the asset has already been assigned to an order item and when the order item is converted into a subscription, the asset status will change from reserved to rented out.

Everything About Exchanging and Swapping Products

The set up and the process of changing products in a subscription also depend on the reason why the product needs to be changed. Learn more.

Setting - Delete Recurring Payments

Automate the operations related to cancellation requests from the self-service portal. Learn more.

Setting: Pickup Date

If you offer pickup services for your products, you can display a pickup calendar in the cancellation window in the Self-Service Portal. Learn more.

Self-Service Portal - Buy Subscription Products

If your customers want to buyout their subscription products, they can do so in the self-service portal.

Self-Service Portal - Change Product

Your customers can change their products in the self-service portal from a predefined group. Learn more

Self-Service Portal: Referring Friends

Refer a friend is a feature that allows your customer to get monetary incentives for encouraging people in their network to become your customers. Learn more.

Self-Service Portal - Reporting Issues

Your customers can report issues from the self-service portal. Learn more.

Self-Service Portal - Cancel Subscriptions

Your customers can make cancellation requests from the self-service portal. Learn more.

Self-Service Portal - Download Invoices

Your customers can directly download invoices from their self-service portal.

Self-Service Portal - Change Payment Details

Enable your customers to update their payment details without contacting your customer support.

Self Service Portal - Change Personal Details

In the customer self-service portal, you can change your personal details, such as your name, email, phone number and address (shipping and billing).

Self-Service Portal - Changing the language

Your customers can switch between languages if there is more than one language available in the self-service portal. Learn more

Actions and operations your customers can do and see in the Self-service portal.

Here's a list of actions that your customer can take from the self-service portal.

Setting: Auto Refund Immediately Cancelled Subscriptions

Auto refund immediately cancelled subscriptions is a setting available in the Settings tab that allows you to auto refund the payment for an order/subscription that is still within the Early cancellation period. Learn more.

Setting: Customer Care Email Address

Get notified via email for certain important subscription operations like cancellation requests, chargebacks etc. Learn more.

Language Settings in circuly

Languages supported by the various circuly modules and the setup process to make the different languages available to your customer.

Allowed, Default and Preferred Language in the circuly Operations Backend

This guide explains how to configure and manage language options in circuly for the Checkout page, Self-Service Portal, and email communications, ensuring a tailored experience for customers across different regions.

Swap Settings: Explained

In order to utilize the swap feature within the circuly Operations Backend, it is essential to carefully review and configure the following settings based on your specific business requirements.

Filter Functionality in circuly

User the circuly Filter function to get specific information in the circuly Operations Backend.

Create a User

If you have access to the Admins section in the circuly Operations Backend, you can add users to your company instance and customise their permissions.

Setting: Auto Cancel Subscription

The auto-cancel subscription setting automates the process of setting the subscription status as pending return and triggering the return workflow.

Early cancellation period

In some countries, your customers have the right to cancel their subscriptions within a specified time period (Widerufsfrist in Germany), and as a business, you are mandated by law to approve the cancellation.

Delayed charge

Delayed charge is a feature available in the circuly operations backend that you can use if you do not want to charge the initial payment in the checkout and instead delay the charge until a later point in time.

Checkout Options and Checkout Limitations

There are several options and settings available in the circuly Operations Backend to customise your checkout page. Learn more.

How Do Your Customers See the Shipping Options on the Checkout Page

Here’s how the shipping options are displayed on the checkout page.

Login Process for the Customer Self-Service Portal

Here's how your customers can log in to the Self-Service Portal.

Reporting an Issue From the Customer Self-Service Portal

Here's how your customers can report issues from their Self-Service Portal.

Access issues reported by customer from the customer portal

Your customers have the possibility to stay in touch with you via the Customer Self-Service Portal and report issues. Learn more.

Date picker

The date picker feature can be used to display a calendar in the checkout. You can use the calendar for either a delivery or a pickup logic for the product or both.

Enable And Process Buyout/Purchase of Subscription Products

If you have a rental model that allows subscription products to be bought in the middle of the subscription period or at the end of the subscription period, you can tackle the operations in the circuly Operations Backend.

Setup Shipping Methods and Shipping Logics

In the circuly Operation Backend, you can create shipping methods, have different shipping costs logic and make the shipping methods change as per the selected country on the checkout page.

Data Privacy Statement when using circuly

When using circuly, you need to inform your customers about the use of our services. Please do so in your Privacy Statement by including the following snippet.

Connect Any Tool to circuly

With circuly you can export data from the circuly operations backend and plug it into a tool of your choice. Here's how you can connect any tool to circuly

Subscription Settings: Explained

An overview and explanation of the subscription settings.

Auto cancel subscription when customer makes a cancellation request from the customer portal

In the customer portal, your customers can make a cancellation requests. When they do so, the subscription is cancelled, and the subscription status is set to pending return.

Connect Your Shopify to circuly

Connect Shopify to circuly to get things going.

How to Create a Webhook?

Easily transfer data from circuly to an API endpoint or Zapier via Webhooks.