What are “Subscription rules” and “Recurring invoices”?
Subscription rules
Subscription rules define where and how the “Subscribe” option appears on your products and what cadence the customer receives orders.
Recurring invoices
Recurring invoices send the customer an email with a payment link before each renewal. The customer isn’t charged automatically, they complete each payment manually from the invoice email.
This is a great option if your payment gateway doesn’t support auto-billing yet or when you prefer invoice-based renewals.
Steps to create a Recurring invoices rule
Step 1: Choose Recurring invoices
In RecurrinGO!, go to Subscription rules and click Create subscription rule.
In Select subscription type, choose Recurring invoices.
The dialog may recommend this option if your gateway doesn’t meet Shopify’s auto-charge requirements.
Step 2: Name the rule and choose what it applies to
Rule name: Enter a clear name (e.g., “Coffee subscription”).
Applies to:
All products – apply store-wide
Specific collections – click Browse collections and select
Specific products – click Browse products and select
Optionally, you can allow purchase as a subscription only for applied items (all products/specific collections/specific products).
For this, tick a box:
Step 3: Configure the subscription frequency
Each rule can include one or more frequencies your shopper can choose from.
For every frequency, set:
Frequency label – shopper-facing text (e.g., “1 month”).
Deliver and charge every – e.g., 1 Month.
Optional settings (per frequency)
Offer discount for subscribing — add a % or fixed discount; the badge appears on the widget preview.
Notes for customer — short message shown with the frequency (e.g., “From the 2nd order you’ll receive a payment link.”).
Adding multiple frequencies
You can add multiple frequencies. For example, if you sell coffee beans, you can offer subscribing to the product delivery for:
every 1 week
every 2 weeks
every 1 month
For this, click the Add new frequency and repeat the configuration.
Step 4: Set Invoice actions
Control what happens if an invoice isn’t paid:
Stop sending invoices after — choose how long to keep sending invoices before stopping (e.g., 1 Month).
Send a reminder if a customer doesn’t pay the invoice — pick one:
Between the 2 emails with invoices (mid-interval reminder), or
After the due date — specify delay (e.g., 1 Day).
The reminder won’t send if it would occur after the next invoicing period begins.
You can also adjust the following permissions from RecurrinGO → Settings → Customer permissions
Let your customers change their next order / invoice date
Let your customers change their order / invoice frequency
Let your customers create an additional order / invoice
Let your customers skip their next order / invoice
Let your customers change delivery date for prepaid subscriptions
Step 5: Save, test, and go live
Click Save.
Open a product covered by the rule and confirm the Subscribe option shows the correct frequency text.
Next steps:
Set customer permissions (i.e., let your customers change their order / invoice frequency)
Need Help?
If you have any questions or need help, please contact our support team.
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