A Step-by-Step Guide to Subscription Management
Managing recurring payments can seem complex — but with bPayd’s Subscription Management tools, developers can connect and automate everything from plan creation to billing and renewals in just a few simple steps. This guide provides a complete walkthrough on how to connect your system, authenticate securely, and start managing subscriptions efficiently.
Step 1: Access Your Developer Dashboard
Begin by logging in to the bPayd Developer Dashboard. This is where you’ll generate your API keys, view your test environment, and configure webhook endpoints.
Your public key is used for client-side payment operations, while the private key handles secure server requests like creating subscriptions or managing billing data.
Keep your private key confidential — it’s essential for secure communication between your system and bPayd.
Step 2: Configure Your API Environment
Set up your preferred development environment using REST API calls or install one of the bPayd SDKs for web, iOS, or Android. The SDK simplifies token management and error handling, letting you connect faster.
Next, select your operating mode:
Sandbox Mode – for testing sign-ups, renewals, and cancellations.
Production Mode – for live transactions after validation.
By starting in sandbox, you can safely test subscription creation, plan changes, and webhooks before moving to live billing.
Step 3: Create Subscription Plans
Using either the Dashboard or the Subscription API, define the plans you’ll offer. Each plan can include a custom name, price, billing cycle, trial period, and usage type.
Example API call:POST /v1/subscriptions/plans
Include attributes like interval, currency, and amount. Once created, these plans become selectable during checkout or via your app’s interface.
Step 4: Add Customers and Payment Methods
Before starting a subscription, you’ll need a registered customer profile. Use the Customer API to create new users and store payment tokens securely.
bPayd’s tokenization process ensures sensitive card information is never exposed to your servers, maintaining PCI compliance automatically.
Step 5: Start a Subscription and Automate Renewals
With a plan and customer in place, use the Subscription API to start billing. The system automatically handles renewals based on your defined cycle — monthly, yearly, or usage-based.
Set up webhooks to receive instant event updates such as successful payments, expirations, or failures. These callbacks keep your app in sync and trigger actions like renewal reminders or service suspension if needed.
Step 6: Monitor and Optimize
Once connected, the Dashboard provides real-time insights into subscription performance. Track metrics like revenue growth, churn rate, and payment success percentage. Developers can also view full API logs, test webhook history, and troubleshoot integration issues quickly.
Conclusion
Connecting and managing subscriptions with bPayd is a straightforward process built for developers. With API-first design, SDK support, and real-time dashboards, you can create subscription plans, automate billing, and monitor performance all in one ecosystem. Whether you’re scaling a SaaS app or adding memberships to an online store, bPayd gives you the flexibility and control to grow recurring revenue with confidence.
