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Complete a subscription checkout flow

This how-to guide walks through the full subscription path — seller setup, buyer checkout, subscription creation, and post-purchase review. Read one-time vs subscription pricing and subscription billing periods first.

If the offer includes a trial, buyers may not be charged immediately. For the trial-to-paid path after the trial ends, see complete a trial-to-paid conversion flow.

Part 1 — Seller setup (before the buyer pays)​

  1. Confirm you are in the correct business workspace.

[Screenshot: App header — active business name and workspace switcher visible.]

  1. Open Products and select the subscription product.

[Screenshot: Products list — subscription product row highlighted.]

  1. Open Pricing and create or select a subscription plan and offer.

[Screenshot: Pricing page — subscription plan with billing period and offer visible.]

  1. Confirm the billing period matches what checkout will promise (monthly, yearly, etc.).

[Screenshot: Plan settings — billing period field showing monthly or yearly cadence.]

  1. Configure payment methods on the offer (card and/or PIX as supported).

[Screenshot: Offer payment methods — card and PIX toggles for subscription offer.]

  1. Open Checkout and select the checkout link buyers will use.

[Screenshot: Checkout links list — subscription offer link with copy button.]

  1. Open the checkout builder and confirm renewal terms are clear near payment.

[Screenshot: Checkout preview — renewal cadence and price visible above pay button.]

  1. Confirm the checkout page is published.

[Screenshot: Checkout builder — Published status badge visible.]

  1. Copy the checkout link for your test.

[Screenshot: Checkout link copy action — URL copied to clipboard.]

Part 2 — Buyer checkout (subscription signup)​

  1. Open the checkout link in a browser (test on mobile if renewals must be readable on phones).

[Screenshot: Live checkout page — subscription offer summary and payment section visible.]

  1. Enter buyer details if the checkout requests email, name, or document.

[Screenshot: Checkout buyer fields — email and required fields filled in.]

  1. Select the payment method (card or PIX as offered).

[Screenshot: Payment method selector — card or PIX selected for subscription.]

  1. If paying by card, enter card number, expiry, CVV, and cardholder name.

[Screenshot: Card payment form — all card fields filled in for subscription signup.]

  1. If paying by PIX, generate and complete the PIX payment in the banking app.

[Screenshot: PIX payment screen — QR code or copy code for subscription first charge.]

  1. Submit payment and wait for checkout confirmation.

[Screenshot: Checkout processing state — subscription payment submitting.]

  1. Confirm the checkout shows success and states what happens next (access, renewal date, or trial start).

[Screenshot: Checkout success page — subscription confirmed with renewal or trial messaging.]

Part 3 — Seller review (after the buyer subscribes)​

  1. Open Sales in the seller app.

[Screenshot: Sales list — filters and date range visible.]

  1. Search by the buyer email used in the test.

[Screenshot: Sales search — buyer email entered and matching subscription sale visible.]

  1. Open the sale and confirm status is Approved (or trial-started per your offer).

[Screenshot: Sale detail — Approved status and subscription offer visible.]

  1. Open Subscriptions and find the new subscription record.

[Screenshot: Subscriptions list — new subscription with active or trial status.]

  1. Confirm delivery or access matches your subscription policy.

[Screenshot: Buyer access confirmation — members area or delivery active for subscriber.]

  1. Open Finance or Dashboard and note how subscription revenue appears (first charge vs trial period).

[Screenshot: Dashboard or Finance — subscription sale reflected; trial vs paid separated if applicable.]

Subscription status cheat sheet​

What you seeWhat it meansWhat to do
TrialBuyer started trial; first charge pendingMonitor trial end; see trial conversion flow
ActiveSubscription billing in good standingNormal support and renewal flow
OverdueRenewal or post-trial charge failedSee overdue subscriptions
CanceledBuyer or team canceled renewalReview access policy and cancellation workflow
No subscription foundWrong workspace or buyer emailWiden search; confirm checkout link pointed to subscription offer

Common mistakes​

  • Promising monthly renewal on checkout but configuring a yearly plan.
  • Hiding renewal date below long marketing sections on mobile.
  • Granting lifetime access when the offer is subscription-based.
  • Judging campaign revenue before separating trial from paid subscriptions.