GO SUB Contract Agent Registration and Payment Information Registration
This feature allows shop operators to manually create subscription agreements on behalf of their customers. It can be used when special individual services are required, such as entering information on behalf of customers during in-store events.
Manual creation of contracts
From the subscription contract screen, click "Create contract".
On the next screen, you can configure what kind of contract you want to create.
① Select a customer
Select from customers already registered on Shopify. If you do not have customer information, you cannot create a customer from this screen. Please create a customer in your Shopify customer information or have your customer register as a member on the storefront first.
② Select the shipping address
Select the address to link to your subscription from the addresses registered in your customer information.
③ Select your payment method
Select the payment information registered in your customer information to link to your subscription.
Registration is possible even without payment information. In that case, you will need to register your payment information later and link it to your contract. For details, please see below.Herefrom.
④ Selecting a plan group and plan
Select from the pre-configured plans.
If you want to set up your own subscription without any pre-defined plan, press "Manual" in the upper right corner of the screen to switch to manual contract creation. Please note that you cannot set details such as frequency discounts, fixed dates, or product changes when creating a manual contract.
⑤ Setting up subscription products
Select from the products set in the plan group.
⑥ Set the date of the first order creation.
You can set a date in the future. The contract will be created immediately after saving, but the order will not be created until the date and time you set here.
[Important] Operational Precautions
When using this function to create a contract, please ensure you obtain clear consent from the customer beforehand and implement appropriate procedures.
Registration of payment information and linking it to the contract
This section explains how to link payment information to a contract after it has been created without any existing payment information.
Customer registration of payment information
You will register your payment information from the store's account screen.
The account screen URL is the URL found in Shopify Settings > Customer Accounts > Customer Account section, with "/profile" added to it.
This is not the URL listed in your "Previous Customer Account".
https://shopify.com/9999999999/account
in the case of
https://shopify.com/9999999999/account/profile
This is the result.
If you have set your customer account page URL to a custom domain
https://account.YOUR_DOMAIN/profile
This is the result.
After accessing the URL above and logging in, a profile screen like the one below will be displayed. Add your payment information from "Payment Method" at the bottom of the screen.
Even if you are using a conventional customer account, you can access your profile screen from the URL shown above in your "Customer Account".
For logins on this screen only, you will be logged in using an authentication code (a 6-digit number sent after you enter your email address) instead of your email address and password.
The process is complete once your payment information has been registered as shown below.
Linking contracts and payment information
Access the management screen for the contract you created without payment information, and click "Change" in the billing section.
If payment information is registered, it will be displayed in the dropdown menu, so simply click "Edit" to confirm.
If payment information is not registered, the following message will appear on the right. Please complete the previous step, registering your payment information, first.
Once your payment information registration is complete, you will see a display similar to the one below.
