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How to configure and assign subscription plans in coapp

This guide explains how to assign and configure subscription plans for members in coapp – including start dates, billing logic, VAT handling

Updated over a week ago

This guide explains how to assign and configure subscription plans for members in coapp – including start dates, billing logic, VAT handling, and how to preview charges before confirming.

1. Select a subscription plan

Choose the desired plan when creating or editing a membership.

💡 The displayed price is either net or gross, depending on the VAT setup:

  • Net (excl. VAT) for business accounts with a valid VAT ID.

  • Gross (incl. VAT) for private or unregistered users.

If you want this plan to pay for other members as well, use the “Pay for another Member” option.

2. Preview the full billing amount

Click “Preview” to open a detailed summary of the upcoming charge:

  • Start date & next billing date

  • Total charge incl. VAT

  • Billing frequency

This helps ensure full transparency before assigning the subscription.

3. Set the schedule

  • Start Date: When the plan begins (default is today)

  • End Date: Optional (default is “forever”)

  • Anchor Date: Sets a fixed billing date every month (e.g. always the 1st of the month)

4. Add a free trial (optional)

You can add a free trial period. During the trial, no charges apply. The regular subscription will begin after the trial ends.

5. Choose a payment method

  • Auto billing: Charge the member’s default payment method

  • Invoice by email: Send a manual invoice to the member for payment

6. Enable prorated billing (optional)

If the subscription starts mid-cycle (e.g. 30th of the month with an anchor on the 1st), you can enable Prorate to calculate the first invoice proportionally.

7. Confirm assignment

Click “Assign subscription” to activate the plan. The system will bill according to the selected settings.

Notes

  • Only admins can assign or edit subscriptions this way.

  • Each subscription can be previewed in detail before assignment.

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