Create and Manage Subscription Groups

Group Subscriptions together to invoice them as one, with a single Customer responsible for payment. See Understand Customer Hierarchies and WhoPays for how Subscription Groups relate to Customer Hierarchies and WhoPays.

Create a new subscription in a group

Create a brand-new Subscription Group by enabling Consolidated Invoices while creating a Subscription.

To create a Subscription in a new group

1. From Subscriptions, click Create New Subscription.
2. Click Create Customer, or select an existing Customer.
3. Complete the Customer form and click Submit.
4. Enable Consolidated Invoices to create the Subscription in a group.
5. Fill in the Subscription details and click Create Subscription.

Add an existing subscription to a group

Move a standalone Subscription into a group that already exists.

To add an existing Subscription to an existing group

1. Open a Subscription that's already in the group you want to add to.
2. In the Group row, click the group link to open the Subscription Group page.
3. Click Manage Group.
4. Under Available Subscriptions, find the Subscription you want to add and click Add.
5. Review the summary in the confirmation window, then click Update Subscription Group.

Add a new subscription to an existing group

If you already have a group and want to add a brand-new Subscription (for a new or existing Customer) to it, set up the Customer hierarchy first, then create the Subscription and assign WhoPays.

To add a new Subscription to an existing group

1. On the new Customer's record, assign the group's payer as their parent. See Set Up a Customer Hierarchy.
2. From Subscriptions, click Create New Subscription.
3. Create a new Customer, or select an existing one.
4. Assign WhoPays for the Subscription. See Assign WhoPays to a Subscription.
5. Complete the rest of the Subscription form and click Create Subscription.