In this article, we'll give you a quick overview of the first steps to get you started with eCurring. Once you've activated your eCurring account, it's time for the next step.
We will go through the following actions:
- Activating your Mollie account
- Creating your first product
- Creating a subscription page
- Creating your customers
- Completing your most important account settings
1. Activating your Mollie account
eCurring works together with Mollie Payments, a Payment Service Provider. They are responsible for processing the actual payments. To make sure you can receive payments through Mollie Payments, it's important this account is fully activated. As long as the Mollie account isn't fully activated, Mollie cannot do any payouts on your bank account.
2. Creating your first product
Once your Mollie account has been activated, it's time to create your first product in eCurring. A product will decide how much, how many times and when your customers pay. For example, you can decide what amount they pay per period and on what day that amount should be collected.
3. Creating a subscription page
To make sure your customers can sign up for your product, you'll need a subscription page. On this form, your customers will enter their details and accept the terms and conditions of the product. From here, they can either immediately issue a mandate through a verification payment, or they'll receive an email or text message to do this. This all depends on the chosen mandate type in the product.
4. Creating your customers
Within eCurring, you have multiple ways to get your customers into your account. When you are using subscription pages, your customers will automatically be added into the system upon registration. This works well for new customers, but it could be possible you have existing customers when you switch to our system. In that case, you can choose to either import your customers, have them created through the API or by manually adding them.
Learn more about customers within eCurring
5. Completing your most important account settings
When creating your account, you've already entered some company details. To make sure we, but also your customers, have all the important details in order, you'll need to add a bit of extra data.
For example, you can adjust the invoice settings, the contact details or decide when you receive notifications from us about updates in the system. All these options can be found in the menu under Settings > Account settings.