Settings

Control the customer experience by configuring the subscription settings.

Merchant Info

The following are what the merchants can control under the Merchant Info section:

Merchant Details

The links provided can be accessed on the storefront which can help you increase brand reach and awareness, and connect with your customers by making the linking of your online presence easier.The links provided can be accessed on the storefront which can help you increase brand reach and awareness, and connect with your customers by making the linking of your online presence easier.

The links provided can be accessed on the storefront which can help you increase brand reach and awareness, and connect with your customers by making the linking of your online presence easier.

Email Settings

Receive email notification for every new subscriber by enabling the 'Email Notification'.

Viber Notifications for Merchants

By connecting to Viber notification, you will be given a code that you can copy on your Viber app to get real time updates on the following:

  • New subscription
  • Canceled subscriptions
  • Skipped orders
  • Paid Orders

Payment Settings

The merchants can incentivize their customers by giving additional discount for using credit card for paying.The merchants can incentivize their customers by giving additional discount for using credit card for paying.

The merchants can incentivize their customers by giving additional discount for using credit card for paying.

Subscriptions

The following are what you can control under the Subscriptions section:

Term for Subscriptions

Terminology plays an important role in the merchant's business to give context to what they are offering to their customers. Some merchant's may be collecting recurring payments but it's not necessarily a subscription. With this, HelixPay allows you to set a different term for your "subscriptions" to something that will reflect what you offer to the customers like membership, fees, dues, or donation.

Unpaid Payment

This section lets you customize the text for overdue payments.

Value Added Tax (VAT) Handling

By enabling the VAT Settings, a 12% VAT will be added to the total amount to be paid by the customer.

Order Settings

This lets you control the order process and payment recurrence of the clients. You can activate the buttons to allow the clients to:

  1. Cancel subscriptions;
  2. Edit products;
  3. Skip orders; and
  4. Order multiple products

Subscription Cancellation Settings

The subscription cancellation feature allows you to set a specific number of days before an unpaid subscription gets cancelled.

Recurrence Settings

You can enable subscriptions to be Single Order, Weekly, Every Other Week, Monthly, Bimonthly, Quarterly, Semiannually, or Annually by activating each recurrence.

Each payment recurrence is configurable where you can change the recurrence name, frequency header, as well as set the recurrence day for when the payment will be charged again. If no day is set, recurrence will be based on the day of first customer payment. Single Order is one time only and will not have a recurrence. You can also still collect payments from unpaid previous orders by setting up the number of days an order will be tagged as "Overdue". The overdue amount(s) will then be added on the next billing of the customer.

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Outstanding Balance

Make sure that the Outstanding Balance feature is enabled here to be able to add the overdue amount on the next billing of the customer.

Recurrence FAQs Settings

To add more information about the recurrence or other related information like when the customer should expect fulfillment of the order, you may use the Recurrence FAQs which will be shown on the customer details page on the storefront.

Payment Methods

The Payment Methods section allows you to control the settings for each payment methods that clients can use in checking out. The available payment methods are Digital Wallet Payments such as GCash and GrabPay, Credit/Debit Card, Bank Transfer, and PayMaya Wallet. By enabling it, each payment methods will be displayed on the storefront checkout page.

Payment Settings

This section lets the merchant to enable options for customers who are using Credit/Debit Card and PayMaya Wallet to choose if they want to be auto-charged or received reminders only for their succeeding payments. The merchant can also choose to add overdue payments to customer's next billing by enabling the 'Outstanding Balance' option.

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Overdue Order

An order needs to be tagged as "Overdue" to be added as an outstanding balance on the next billing of the customer. Follow this guide to set up overdue orders.

Payment Methods and Convenience Fee Settings

You can add convenience fee to the final amount of the transaction. You can set it to be a fixed amount or a percentage of the total transaction amount.

Fulfillment Date Settings or Delivery & Location

Fulfillment Date Settings is available for non-shippable type of merchants. These are merchants who are not shipping physical products to the customer. If you are a non-shippable type of merchant, you can control the estimated fulfillment date to be shown to the customers under the 'Fulfillment Settings'.

On the other hand, if you are a shippable type of merchant, you will see a 'Delivery & Location' settings where you can configure the following:

  1. Enable/disable shipping area coverage and set shipping fee for each shipping area;
  2. Set up free shipping by setting the free shipping threshold and customize the text; and
  3. Add estimated delivery date.

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Inform your Account Manager if you wan to add more delivery region(s) to your shipping coverage.

Shipping Region

The shipping region allows you to group countries or provinces in the Philippines with similar shipping rates together. Follow these steps to configure the shipping regions:

Step 1: Click '+ Create New' button

Step 2: Fill out the required fields

Step 3: Add description

Step 4: Select the countries you want to group together

Step 5: Click 'Save'

Make sure to enable the shipping region to apply the shipping fee to orders.Make sure to enable the shipping region to apply the shipping fee to orders.

Make sure to enable the shipping region to apply the shipping fee to orders.

Additional Info

The following are what you can control under the Additional Info section:

FAQs Settings

FAQs Settings let the merchants configure what is shown on their FAQs page on the storefront. The merchants may create their own FAQs content or use the default template.

Checkout Page

The checkout page is where the customer chooses the payment method in order to proceed with the subscription. This is also the page where you can allow the customer to apply a promo code by enabling the promo code’s visibility as well as alert the customer that they will be paying for a subscription order that will trigger a recurring payment based on the subscription frequency they selected.

Invoices

This automated invoice helps the customers to keep track of their payments and due amount. The invoice will include the subscription summary and customer information such as name, contact number, and address. You can input your preferred business information to be included in the invoice by editing the Corporate Info.

Custom Fields

Custom Fields are a handy feature that allows you to ask for any additional information from the customers aside from the default basic information like name, email address, and mobile number. Custom Fields can help you capture information that’s important to your business like knowing the demographics of their customers.

Steps in creating custom fields:

Step 1: Click the '+ Create New' button.

Step 2: Type in the 'Title' and enable it to display the custom field on the customer details page on the storefront.

You may require the customer to fill out the information by enabling the 'Set as required?' buttonYou may require the customer to fill out the information by enabling the 'Set as required?' button

You may require the customer to fill out the information by enabling the 'Set as required?' button

Step 3: Choose the data type from the dropdown list. Data type can be Alphanumeric, Date, Dropdown, or Number.

Choosing the Dropdown data type will ask you to add dropdown options.Choosing the Dropdown data type will ask you to add dropdown options.

Choosing the Dropdown data type will ask you to add dropdown options.

Step 4: Click Save!

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Modifying Custom Field

You can easily edit or delete a custom field later on by clicking the 'ellipsis button' and choose what action to take.

Discord

Connect more with your subscribers by creating a Discord community. You can set it up to be exclusive for subscribers that are paying for a membership product.

Custom Component

The Custom Components allow you to customize the information displayed on the checkout page. This can help you collect information from your customers that is specific to your business. You can do the following under the Custom Component setting:

  1. Add Custom Component. By default, checkout page have Customer Details and Shipping Details, with this setting you can add more components like Recipient Details or Gift Details;
  2. Add custom fields to the default components or reorder the fields based on your preference;
  3. Rename default custom components. For instance, instead of Customer Details you can rename it as Member Details; and
  4. Add custom component description.


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