Products are the foundation of your billing catalog. They define what you sell, how customers are charged, and how billing behaves across one-time purchases and recurring subscriptions.
The product type drives billing behavior as it determines which flow applies, how taxes are calculated, and how failed payments are retried.
There are two product types:
- One-time
The customer is charged once. After payment, you deliver the product or grant access. No further charges apply. Use this type for goods or services sold as a single charge. - Recurring
The customer is billed at regular intervals for continued access to a product or service. Use this type for subscriptions, memberships, or any offering that requires ongoing access.
- In Billing 1.0, the product type determines the request model. Each product has a unique identifier,
product_id. Use the product-based payment API v1 model for one-time products, such as direct purchases and upsells, and the subscription API v1 model for recurring products. - In Billing 2.0, products are added to an invoice, which is then paid. Currently, only one-time products are supported.
You can assign a
Guide
Handle tax calculation, reporting, and compliance across global business operations.
tax category
to each product. This ensures customers are charged the correct tax rate based on the product type and their location, reducing compliance risk and avoiding overcharging or undercharging across regions.
Manage your products using the Solidgate API or Hub. You can create new products, update their settings, and archive ones that are no longer offered.
Create product
Creating a product requires a few key details about its type, pricing, and behavior.
When you create a product via API, it is locked for editing in the Solidgate Hub until a default price is added. To make the created product editable, set a default price using the create product price API v1 operation.
- Go to Billing > Products.
- Click on + Create product.
- Complete the product settings by specifying:
- Product type (one-time or recurring)
- Product status and name
- Description
- Optionally, add a public description to appear on a customer's bank statement
- Default price
- Settle interval
- Configure taxes by specifying:
-
Guide
Handle tax calculation, reporting, and compliance across global business operations. Tax category for the U.S. tax calculations -
Guide
Configure and apply taxes to subscription products with Solidgate to manage tax settings, locations, and compliance requirements. Tax behavior
-
Guide
- Click on Create product to save your new product.
When using Solidgate Guide
Discover instant payment receipts for seamless payment confirmations. email receipts, the same public description appears there, ensuring transparency and reducing potential customer confusion or support questions.
If you create a recurring product, set billing details, including price, currency, and billing period. The maximum length of the billing period is two years, regardless of whether you specify it in days, weeks, months, or years. You can also set a Guide
Configure retry schedules, set attempt limits, and recover failed recurring payments automatically to reduce involuntary churn and improve revenue recovery. retry strategy for failed payments, expiration rules, and trial options if applicable.
Additionally, the expired subscription setting defines the maximum number of billing periods for a subscription. When this limit is reached, the subscription is automatically cancelled with the error code Guide
The subscription was created for a limited time and reached its expiration date. 8.08 Subscription has expired.
When you specify a settle interval for your product, you define the delay before transaction settlement. Solidgate might Guide
Ensure timely settlements with automatic interval adjustments based on card scheme rules and PSP requirements. automatically adjust this delay based on card type, payment type, and PSP limitations to ensure compliant payment operations.
Solidgate processes recurring payments in two steps auth + settle , and there are specific statuses that indicate the outcome:
- auth_ok - funds are successfully reserved
- auth_failed - reservation of the funds failed
- settle_ok - funds are successfully settled
- void_ok - operation of fund reservation is voided
Customers often request refunds within the first week after payment. Temporarily holding funds in the cardholder’s account helps prevent chargebacks by making transactions non-disputable. You can delay fund transfer by adjusting the time between authorization and settlement using the
settle_interval parameter. Follow the settlement interval recommendations, because values depend on the card scheme and PSP.If the customer is dissatisfied with the product or service, they have two options:
- contact their issuing bank to request the release of funds, after which the funds are released back to the cardholder
- contact the merchant support team to initiate a refund ( void ) for the transaction
Edit product
Just as you create products, you can also edit them through the API or Hub.
To edit a product and its price
- Go to Billing > Products.
- Find the product you need and click on it.
- On the product details page, click on Edit.
- Once you finish editing, click on Save changes.
What you can update depends on the product type and associated subscriptions. For one-time products and recurring products without subscriptions, all fields except the product type can be updated, just as when creating them.
For recurring products with subscriptions, only the following fields can be updated. The restriction applies regardless of subscription status:
- Product name
- Product description and its public description
- Settle interval, which defines the time between settlement periods
- Retry strategy
- Tax category
- Tax behavior
- Currencies and locations, meaning you can only add new ones
Certain fields, such as status, price, billing period, and term length, cannot be updated for products with an active subscription. Additionally, you cannot add or remove a trial.
Retrieve product details
Get a product by id API v1 endpoint retrieves a single product by its ID. The response returns product information that depends on the product type, including product ID, name, status, and more.
Get product list API v1 endpoint allows you to retrieve products by applying filters such as product ID, type, or status. Pagination is supported to manage the result sets. With the provided query parameters, you can specify the desired filters and control the number of items to return.
Archive product
Archiving products helps keep your product catalog organized and clutter-free, making it easier to manage and update active products. At the same time, it provides a way to keep detailed records of products or services that are no longer offered.
Archived products are not permanently deleted. Instead, they become historical data that you can find, view, and, if necessary, duplicate to create a new offer.
product_id.
To archive a product
- Go to Billing > Products.
- Find the product you need to archive.
- Click on the product to go to the product details page.
- In the top-right corner, click on the Archive️ button.
- Click on Confirm to save changes.
Once you archive a product, it is assigned the Archived️ status, which can be used for filtering purposes.