A Beginner’s Guide to Subscription Options
Subscription options define the specific terms your customers see and select when subscribing to a product — including delivery frequency, payment method, discounts, and duration. Each option is part of a subscription plan and directly influences how the resulting subscription contract behaves after checkout.
This guide explains each available setting and how to use them effectively when building out your subscription offerings.
Table of Contents
- What Are Subscription Options?
- What is the difference between a subscription plan and a subscription option?
- Before You Begin
- Creating a Subscription Option
- Billing Mode: Pay Per Order vs Prepaid
- Discounts
- Contract Duration
- Subscription Renewal Dates
- Fixed quantity bundle
- Eligible Customers
- Tips and Best Practices
- Related Guides
What Are Subscription Options?
Each subscription option represents one way a customer can subscribe to a product. For example, a single subscription plan might offer both a "Monthly delivery – 10% off" and a "Quarterly delivery – 15% off" option.
When a customer chooses an option and completes checkout, a subscription contract is created that inherits the details of that option. The contract governs billing, fulfillment, and how long the subscription will last.
What is the difference between a subscription plan and a subscription option?
- Subscription Plan
A plan is the container that defines which products are available for subscription. It can include one or more subscription options. The plan name is usually visible to customers on the storefront, depending on the subscription widget used.
- Subscription Option
Each option within a plan defines the specific terms a customer can choose — such as delivery frequency, pricing, discount, and billing mode (e.g. monthly or prepaid). These options are what customers actually select at checkout.

Before You Begin
- These detailed settings only appear after the subscription plan is saved
- Subscription options will only appear in your online store on products attached to the plan
- The subscription widget must be enabled in your online store theme to show options on your storefront
Creating a Subscription Option
Each option contains the following settings:
1. Name and Description
The name is shown to customers (e.g. “Monthly delivery”). The description adds extra context, such as “Receive a delivery every month. Cancel anytime.”
2. Billing Mode
Choose between:
- Pay per order – Customers are charged before each shipment.
- Prepaid – Customers are charged once for multiple future deliveries. (See Prepaid section for details.)
3. Delivery Frequency
Define how often the customer is charged and fulfilled. (e.g., every 1 month or every 2 weeks.)
Billing Mode: Pay Per Order vs Prepaid
Subscription options support two billing modes:
Pay Per Order (default)
Customers are charged before every delivery. This is the most common and flexible mode.
Prepaid
Customers are charged once for multiple future deliveries. You’ll see an extra field:
- Number of orders per payment – How many shipments the customer pays for up front.
Example: If frequency is 1 month and number of orders is 3, the customer pays once every 3 months and receives a monthly delivery.
Prepaid subscriptions also support a One-off option, which expires after a single prepaid cycle. This is ideal for gift subscriptions, where the buyer pays once and the recipient gets a fixed number of deliveries.
Discounts
You can apply a percentage- or fixed-amount discount to each subscription option. This discount is visible in the storefront and reflected in all related contracts.
Available discount types:
- No discount
- Percentage off
- Amount off
- Fixed amount: specify the exact new price for the subscription products
Example:
10% off for subscribing monthly, or $5 off for every delivery.
Contract Duration
Control how long the subscription lasts by setting a minimum or maximum number of renewals.
- Minimum number of renewals – Prevent customers from being able to cancel through the customer portal until this number of renewals has been fulfilled.
- Maximum number of renewals – Automatically end the subscription after this many orders.
Subscription Renewal Dates
You can schedule subscriptions to renew on specific days:
Available options change depending on delivery frequency:
- Weekly: Choose day of the week (e.g., Monday)
- Monthly: Choose day of the month (e.g., 15th)
- **Yearly: **Choose day and month of the year (e.g. 15 September)
Initial orders are fulfilled immediately
If checked, the first order is set to unfulfilled right after checkout, just like any regular order. If unchecked, the first order is set to scheduled and will automatically be set to unfulfilled at the next billing cycle.
If this setting is checked, you’ll also see:
Cutoff window (days before renewal)
Any orders placed within this window before a renewal date are pushed to the next billing cycle.
How should the first order be processed if it falls within the cutoff period?
- Schedule first order for the next billing cycle
- Fulfill first order immediately and schedule second order for the following billing cycle
Example Scenarios
These examples show how different settings affect when the first order is fulfilled and how the billing schedule is established.
Example 1
- Renew subscription on specific dates: 15th day of the month
- Initial orders are fulfilled immediately: Disabled
A: Customer buys on 1 July
The first order is set to scheduled.
On 15 July, the order is automatically set to unfulfilled (ready for processing).
The next order is scheduled for 15 August.
B: Customer buys on 16th July
The first order is set to scheduled.
On 15 August, the order is automatically set to unfulfilled (ready for processing).
The next order is scheduled for 15 September.
Example 2
- Renew subscription on specific dates: 15th day of the month
- Initial orders are fulfilled immediately: Enabled
- Cutoff window: 0
A: Customer buys on 1 July
The first order is set to unfulfilled immediately.
The next order is scheduled for 15 July.
B: Customer buys on 15 July
The first order is set to unfulfilled immediately.
The next order is scheduled for 15 August.
C: Customer buys on 16 July
The first order is set to unfulfilled immediately.
The next order is scheduled for 15 August.
Example 3
- Renew subscription on specific dates: 15th day of the month
- Initial orders are fulfilled immediately: Enabled
- Cutoff window: 15
- How should the first order be processed if it falls within the cutoff period?: Schedule first order for the next billing cycle
A: Customer buys on 1 July
The first order is set to scheduled.
On 15 July, the order is automatically set to unfulfilled (ready for processing).
The next order is scheduled for 15 August.
B: Customer buys on 16 July
The first order is set to unfulfilled immediately.
The next order is scheduled for 15 August.
Example 4
- Renew subscription on specific dates: 15th day of the month
- Initial orders are fulfilled immediately: Enabled
- Cutoff window: 15
- How should the first order be processed if it falls within the cutoff period?: Fulfill first order immediately and schedule second order for the following billing cycle
A: Customer buys on 1 July
The first order is set to unfulfilled immediately.
The next order is scheduled for 15 August.
B: Customer buys on 16 July
The first order is set to unfulfilled immediately.
The second order is scheduled for 15 August.
Example 5
- Renew subscription on specific dates: 15th day of the month
- Initial orders are fulfilled immediately: Enabled
- Cutoff window: 31
- How should the first order be processed if it falls within the cutoff period?: Fulfill first order immediately and schedule second order for the following billing cycle
A: Customer buys on 1 July
The first order is set to unfulfilled immediately.
The next order is scheduled for 15 August.
B: Customer buys on 16 July
The first order is set to unfulfilled immediately.
The second order is scheduled for 15 September.
Fixed quantity bundle
Sell subscriptions in set pack sizes (e.g., packs of 3). Great for volume discounts and larger orders.
- Sell subscription in fixed quantities - Enable or disable the bulk quantity rule for this subscription option
- Quantity - Set the quantity multiplier for the bundle (must be a whole number of 2 or more). The default is 2.
Eligible Customers
Restrict who can buy this option with flexible account rules.
Enable: Only logged-in customers can purchase this subscription option
Once enabled, select one of the following:
- All logged-in customers
- Customers that have at least one of these tags
- Customers that do NOT have any of these tags
Use this to limit access to specific segments, such as members, wholesale buyers, or VIPs.
Tips and Best Practices
- Use clear names like “Monthly – Save 10%” to help customers compare.
- Prepaid plans are great for seasonal boxes or gifts.
- Use minimum durations to prevent early cancellations if needed.
- Group similar options under one plan to keep your storefront clean.
FAQ
- Can I schedule subscription renewals to happen in specific months like September, December, March, and June?
No, this is not possible for multi-month or multi-week subscriptions. While you can choose the day of the renewal period (e.g. the 15th), you cannot set specific months or weeks for renewals. Yearly subscriptions, however, allow you to set a specific renewal day and month in the year (e.g. 15 September).
Related Guides
- A Beginner’s Guide to Subscription Plans
- A Beginner’s Guide to Subscription Contracts
- Using Commitment Periods
- How Prepaid Subscriptions Work
- Adding Subscription Options to Your Storefront
Updated on: 08/09/2025
Thank you!