Recurring Charges for Memberships in coreSTORE/coreCLEAR

Created by Chami Heyer, Modified on Fri, 11 Aug 2023 at 02:14 PM by Carrie Despaux

If you are a coreCLEAR customer, you can set up recurring charges in coreSTORE. These can be used for selling memberships, subscriptions, or other recurring charges. 

  1. To Enable Subscriptions, go to Company > Settings > Memberships/Subscriptions
  2. Check "Sell" and ensure that your provider is listed as coreCLEAR. Is is suggested that you also "Require Email Addresses."
  3. Add a name for the button caption

3. Once it's done, go to Inventory > Subscriptions


4. In the Subscriptions Dashboard click + New Subscription

5. Then fill out the information 

6. Set the recurring charge under the Pricing Tab > Save

Under the Customers module you will also see a Subscriptions menu option that lets see and manage the existing subscriptions.

NOTE: If you need to change the credit card information for the customer's subscription you can simply go to Sales > Subscription > Click Edit on the customer record > Enter the credit card info > Save

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