1. Product Overview

Lucrativeit Subscription and Recurring Billing gives you a full billing workspace inside WordPress. After activation it appears under Subscriptions+ in the admin menu.

2. Admin Modules

The Enterprise Portal sidebar includes these modules:

3. Getting Started — Setup Wizard & Demo Data

After activation, the setup wizard helps you populate the workspace quickly. You can import industry sample packs or start with an empty database.

3.1 Choose categories to import

Open the setup screen and select one or more categories. Use Select all to import every pack, or pick a single industry (for example Gym Membership).

Figure 1 — Setup wizard with all demo categories selected.

Figure 2 — Importing a single category (Gym Membership).

3.2 After a successful import

When import finishes, you land on the Executive Overview dashboard with a success notice and live sample metrics.

Figure 3 — Dashboard after sample data and public plan pages are imported.

4. Executive Dashboard

The Dashboard summarizes subscription performance at a glance:

• Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR)
• Active Subscriptions and Churn Rate
• Revenue Trend chart for the current year
• Plan Distribution of the latest plans
• Recent Subscriptions and Recent Invoices

5. Plan Categories & Plans

Categories organize plans for different businesses (gyms, ISP, SaaS, coaching, and more). Each category can have a public WordPress page with pricing shortcodes.

5.1 Manage plan categories

1. Open Plan Categories from the portal sidebar.
2. Click + Add Category to create a new group, or edit an existing card.
3. Use Create public pages to generate WordPress pages with the locations + plans shortcode.
4. Open View public page on a category card to preview the storefront.

Figure 4 — Plan Categories with public page actions.

5.2 Add a plan (including during subscription setup)

Plans can be created from the Plans module or on-the-fly while creating a subscription. Fill in plan name, price, currency, billing interval, trial days, and description, then click Create Plan.

Figure 5 — Add New Plan modal with Create Plan action.

6. Branches

Branches represent regional offices or locations. Assign customers to branches and optionally display them in the frontend locations grid.

6.1 Branch list

Each branch card shows an image, name, region, address, phone, hours, assigned customer count, plus Edit and Details actions. Mark one branch as Main headquarters when needed.

Figure 6 — Branches overview.

6.2 Add a branch

1. Click + Add Branch.
2. Enter name, code, region, address, phone, and opening/closing times.
3. Optionally upload a branch image and list amenities (one per line).
4. Set Main headquarters / Active flags, then click Create Branch.

Figure 7 — Creating a new branch.

7. Customers

The Customers module is your subscriber directory. Search by name, email, or ID, and filter by status or branch. Summary cards show total revenue, total customers, and active trials.

Figure 8 — Customers list and filters.

7.1 Add a customer on the fly

During subscription creation (Step 2), click Add New Customer to open a modal. Provide full name, email, phone, company, and optional branch, then Create Customer.

Figure 9 — Add New Customer modal.

8. Create a Subscription (3-Step Wizard)

Creating a subscription is a guided flow: choose a plan, select a customer, then configure billing. Start from + New Subscription in the sidebar or header.

8.1 Start the wizard

Figure 10 — Entry point: + New Subscription opens the wizard.

8.2 Step 1 — Choose Plan

Select a pricing tier from the plan cards (day, week, month, year, or lifetime). Selected cards show a blue border and checkmark. Click Next: Customer →.

Figure 11 — Step 1: Select a plan.

8.3 Step 2 — Select Customer

Search and pick an existing customer, or create a new one. Selected customers are highlighted. Click Next: Billing →.

Figure 12 — Step 2: Select a customer.

8.4 Step 3 — Billing Details

Confirm plan and customer, then set status, quantity, start date, optional trial end, payment gateway, and auto-renew.

Manual / Offline gateway — emails an invoice with a payment link each cycle; the customer pays manually.

Figure 13 — Manual / Offline (invoice-based) billing.

Stripe (Automatic Recurring) — charges the saved card automatically each billing cycle without sending a pay-by-link invoice.

Figure 14 — Stripe automatic recurring billing.

8.5 Subscriptions list

Track lifecycles with search and status filters. Each row shows customer, plan badge, MRR, status, start date, and a Manage action.

Figure 15 — Subscriptions list with active records.

9. Billing & Invoices

The Billing module lists all invoices with status filters. Unpaid invoices offer View and Mark Paid; paid invoices offer View.

Figure 16 — Billing & Invoices list.

9.1 Invoice detail

Open an invoice to review customer and subscription links, edit payment details (status, method, amount, currency, due date, transaction ID, payment URL), and use actions such as Mark as Paid, Resend Payment Link, or Delete Invoice.

Figure 17 — Invoice detail and payment actions.

10. Reports

Reports provide a last-30-days overview of paid revenue, new subscriptions, cancellations, current MRR, invoice status counts, a revenue-by-day chart, and breakdowns by gateway and plan.

Figure 18 — Reports dashboard (last 30 days).

11. Settings — General

Go to Settings → General to configure company identity and defaults: company name, support email, default currency, timezone, and admin footer text (supports {year}).

Figure 19 — Platform Settings → General.

12. Settings — Payment Gateways

Configure how customers are billed. In the free plugin, Stripe charges cards automatically each cycle, while Manual / Offline emails an invoice for the customer to pay.

• Set the Default Payment Gateway and Invoice Due Days.
• Enable Stripe and enter Secret Key, Publishable Key, and optional Webhook Secret.
• Copy the Stripe Webhook URL into your Stripe dashboard and listen for the listed events.
• Toggle whether Manual payment appears on public checkout.

Figure 20 — Payment Gateways configuration.

13. Settings — Email & SMTP

Choose WordPress wp_mail or SMTP. Configure encryption, host, port, credentials, from address, and from name. Use Send Test Email to verify delivery.

Figure 21 — Email / SMTP settings.

14. Settings — Notifications

Core email notifications are available in both Free and Pro. Choose which emails are sent to customers and admins:

• Invoice sent to customer (Free & Pro)
• Payment received confirmation (Free & Pro)
• Subscription activated for customer (Free & Pro)
• Additional reminder notifications (Pro)
• Attach PDF invoice to emails (Pro)

Figure 22 — Notification toggles (core options in Free; reminders & PDF attach in Pro).

15. Settings — Email Templates

Customize subject and body for invoice payment requests, overdue reminders, and other system emails. Start messages with Dear {{customer_name}}. Invoice details and payment buttons are added automatically.

Available placeholders include:

Figure 23 — Email Templates editor.

16. Settings — Frontend & Shortcodes

Control how public pricing pages look: font family, text/muted/border/checkmark colors, button accents, popular badge colors, and hero button styles. Shortcodes are listed at the top of this tab for quick copy/paste.

Figure 24 — Frontend appearance and shortcode reference.

Primary shortcodes

17. Public Pricing Page

Visitors see a clean membership plans section with interval tabs (Day, Week, Month, Year, Lifetime), feature lists, a Most Popular badge, and an FAQ accordion — then can choose a plan and complete checkout.

Figure 25 — Frontend membership plans and FAQ.

18. Pro Add-on

Premium features ship in a separate add-on (not included in the free plugin):

Live demo: wpbillify.lucrativeit.com · Author: Lucrativeit