You can use the Roc Services web portal to create a subscription plan and assign it to one or more customers. With subscriptions, you can automatically collect payments from your customers on a recurring schedule.

To create and assign a subscription plan, complete the following steps:

1. Create a subscription plan.
2. Assign the plan to a customer.
3. Enter the subscription details.
4. Activate the subscription.

Step 1: Create a subscription plan

1. Log in to https://services.rocpos.com/login.
2. From the navigation menu, select Subscriptions.
3. Select Create New Plan.
4. Enter the plan details:
   • Plan Name - Name of the subscription plan.
   • Frequency - Indicates how often the payment repeats. Select one of the following options:
     • WEEKLY - Payment repeats once a week.
     • BIWEEKLY - Payment repeats once every two weeks.
     • MONTHLY - Payment repeats once a month.
     • QUARTERLY - Payment repeats once every three months.
     • ANNUALLY - Payment repeats once a year.
   • Amount - Amount that customers pay for each billing cycle of the subscription.
   • Plan Description - Description of the plan.
5. Select Save.

Step 2: Assign the plan to a customer

1. From the navigation menu, select Customers.
2. Select the customer that you want to assign the subscription plan to.
3. Select the Subscriptions tab.
4. Select Assign Plan.

Step 3: Enter the subscription details

1. From the Plan dropdown menu, select the subscription plan that you want to assign to the customer.
2. From the Discount Type dropdown menu, select the type of discount that you want to apply to the subscription.
3. In the Discount box, enter the discount as a dollar amount or as a percentage.
4. In the Start Date box, select the start date of the subscription.
5. From the Until dropdown menu, select how you want the subscription to end:
   • Canceled - Subscription continues until you cancel it.
   • End Date - Subscription ends on a specific date. If you select End Date, you must also select the end date of the subscription.
6. In the Card Details section, select one of the following payment methods:
   • To use a saved payment method, from the Saved Card dropdown menu, select the customer's saved card or bank account.
   • To add a card, complete the following steps:
     1. Select Add Card.
     2. Enter the customer's card details.
     3. Select Register.
     4. From the Saved Card dropdown menu, select the card that you added.
   • To add a bank account, complete the following steps:
     1. Select Add ACH.
     2. Enter the customer's bank account details.
     3. Select Register.
     4. From the Saved Card dropdown menu, select the bank account that you added.
7. Select the Cardholder has given verbal or written permission to save profile and all associated cards checkbox.
8. Select Save.

Step 4: Activate the subscription

1. In the Subscriptions tab, locate the subscription that you want to activate.
2. From the Action column, turn on the toggle.