How are Subscriptions created?

A Subscription can come to exist in a few different ways. In every case it ends up as a record in your Subscriptions list, linking a recipient to one of your Contacts and to a delivery channel.

A recipient subscribes

This is the most common way. A recipient chooses to receive your documents digitally, connects to your organisation in Payreq, selects a delivery channel, and enters the details that identify them, such as an account or reference number and their name as it appears on the document.

Depending on your setup, the new Subscription is then either:

• Reviewed by you before it becomes active, or
• Approved automatically when the details the recipient entered match your Contact records correctly.

If a Subscription can't be matched or approved, it appears as pending or failed for you to review. See Reviewing pending failed Subscriptions.

You create one on behalf of a customer

Where it's appropriate, you can create a Subscription for a customer yourself, rather than waiting for them to subscribe. See Creating a Subscription on behalf of a customer.

Through an agent (Group) arrangement

Agents, such as property managers acting for the owners of the properties they manage, receive documents through a group arrangement keyed off a Group Code. Where the agent's Subscriptions are Mailer-managed, updating your Contacts can keep those Subscriptions current automatically. See Group (agent) Subscriptions and How Contact changes affect Subscriptions.

After a Subscription is created

Once active, a Subscription delivers your documents to the recipient through their chosen channel. You can view and manage all Subscriptions from the Subscriptions page. For an overview and the meaning of each status, see Navigating the Subscriptions page: overview and statuses.