Create a Subscription
Know what each field means
Field
What it means
Start Date
Required. The date the subscription begins.
Billing Plan
Required. The named product, such as Monthly Karate.
Billing Plan Price
Required in Multiple mode. Select the amount and schedule for the plan.
Payment Method (legacy)
Required record category, such as Card, Bank, E-transfer, Cash, Paid in Full, Scholarship, or Other. This is separate from the collection workflow.
Payment Method Type
Required except for a Scholarship price. Choose a saved method, Cash, Terminal, Checkout, or Manual. Only Saved payment method requires selecting a Saved Payment Method.
First Payment Date
Appears for price types with a scheduled first payment. If left blank, Kanri uses the Start Date.
Already Paid
Appears for Paid in Full. Use it to record that the defined term has already been paid.
Already Paid Through
Appears for Fixed Term. Use it to record payments already made outside Kanri through the entered date.
Override Admin Fees
Optional percentage override shown when Saved payment method is selected. Leave blank to use the school’s admin-fee setting.
Selecting Saved payment method attaches a saved card or bank method and allows automatic collection when a payment is due. Other payment-method types do not select a saved method. A due schedule without a saved method is not automatically invoiced; staff can use Invoice Now on its upcoming payment record, then collect or record payment on the invoice. A Scholarship price does not show Payment Method Type.
Override Admin Fees changes the school’s admin-fee percentage for this subscription; it is not the card or bank processing rate.
For Paid in Full and Fixed Term prices, the subscription runs through the day before its term anniversary. For example, a one-week subscription starting on Monday runs through Sunday. A later subscription can start on the anniversary date.

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