Edit start date #
To change the subscription start date to an earlier or later one, go to the subscription card by clicking on its name.
Please note that you can only change the start date of a subscription if it is in Future status.
Click the Edit start date button and in the The new start date pop-up window that appears, select the option you want from the drop-down list.
Selecting Immediately will change the start date and time of the subscription to the date and time when this edit is applied. Depending on the subscription settings, it will change to Active, Trial or PendingPayment status.
If you select the Select date option, fill in the Date field that appears. Simply click on the calendar icon and select the desired date and time.
As always, don’t forget to save the operation by clicking Update.
Edit trial end date #
To extend the trial period or start an active subscription earlier, go to the subscription card in Trial status.
On the right side of the page, click Edit trial end date and select one of the options from the drop-down list.
Click Immediately to end the trial period and move the subscription to Active or PendingPayment status depending on your settings.
Click Select date to set a different date for the end of the trial period, which can be earlier or later than the original period. In the Date field that appears, use the calendar (click the icon) to select a new date and time for the end of the trial period.
Click Update to save the changes.
Edit subscription plan #
If your customer wants to change the plan, it can be done quickly and easily in the customer’s subscription card.
Click Edit subscription to go to the subscription edit card.
Editing the current plan #
To edit the current rate make changes in the Items section.
Change the quantity to change the amount.
Please note that this is only possible for Per Unit pricing.
To change the frequency of the plan, click on the 3 dots and then click Change Frequency.Then in the window that appears select a different billing frequency from the drop-down list.
Please note that in order for another billing frequency to be listed, it must be pre-configured for this plan.
Change of plan #
A full subscription plan change option is available to you. Click on the 3 dots in the plan bar and select Change Plan from the drop down list.
Select the desired plan and click Add.
Please note that in order to perform this operation, a pricing plan must be previously created for the product family of the subscription and at least one price in the currency of this subscription must be added to it.
Also note that in case of a complete change of plan, all addons and charges attached to the subscription will be detached.
Applying changes #
When changes to a subscription will be applied depends on its settings and status.
If the subscription is in Future, Trial, Pending payment or NonRenewing status, only Immediately item is available.
If the subscription is in Active status, both Next billing date and Immediately are available.
When all changes have been made, click Update and you will be taken to the updated subscription card.
Please note that if you have previously applied Next billing date changes to this subscription, when you save new changes (both immediate and pending), the previous changes will be removed.
Please note that in order for updated invoices to be sent to customers, notification settings must be enabled to send emails on this trigger.
Summary of the applied changes
Let’s walk through how the changes made will affect the subscription and the generated invoices.
Immediately
When changing the plan or amount:
If the current invoice has not been paid, an adjustment credit note for the current invoice will be generated and a correcting invoice will be created with the new plan data.
If the current invoice has been partially paid, depending on the amount of payment and its relation to the new terms, a refundable credit note or adjustment credit note on the current invoice will be generated and a correcting invoice will be created with the new plan data.
If the current invoice is paid in full, a refundable credit note will be generated on the current invoice and a correcting invoice will be created with the new plan data.
If the plan or amount has been changed, but the current invoice was fully covered by the adjustment credit notes, a correcting invoice will be created.
When changing the quantity in the Per unit plan:
If the quantity has been reduced and the current invoice has not been paid, an adjustment credit note for the current invoice will be generated.
If the quantity has been reduced and the current invoice has been partially paid, a refundable credit note and adjustment credit note on the current invoice will be generated.
If the quantity has been reduced and the current invoice has been paid in full, a refundable credit note on the current invoice will be automatically generated.
If the quantity has been reduced, but the current invoice was fully covered by adjustment credit notes, nothing will be created.
If the quantity has been increased, a correcting invoice will be created.
Please note that if an in-advance invoice has already been issued at the time of editing, it will be recreated in any of the scenarios.
Next billing date
If an in-advance invoice has not been issued, the saved changes will be applied to the invoice for the next billing period.
If an in-advance invoice has already been issued, it will be generated again with the changes made and sent to the customer.
Edit subscription addon #
To edit, add or remove a subscription addon, follow these instructions.
In the subscription card, click Edit subscription to go to the edit card.
You can edit an already added addon by changing the quantity and, as a result, the amount. Please note that this option is only possible for the Per Unit price model.
If you wish to remove a permanent discount previously added for an addon, click on the 3 dots next to the discount and then click Remove.
To remove an addon, click on the 3 dots next to the addon and select Remove from the drop-down list.
Click Add Recurring Addon to attach an addon to your subscription and select the desired one in the pop-up window.
Please note that only pre-created addons for the selected product with a set price can be reflected in the list.
Before you finish saving the changes, pay attention to the item When do you want to apply the changes?
When changes to a subscription will be applied depends on its settings and status.
If the subscription is in Future, Trial, Pending payment or NonRenewing status, only Immediately is available.
If the subscription is in Active status, both Next billing date and Immediately are available.
Please note that if you have previously applied Next billing date changes to this subscription, when you save new changes (both immediate and pending), the previous changes will be removed.
When all changes have been made, click Update.
Please note that in order for updated invoices to be sent to customers, notification settings must be enabled to send emails on this trigger.
Immediately
When changing the amount of the cost of an addon, deleting a current addon, or adding a new one:
If the current invoice has not been paid, an adjustment credit note for the current invoice will be generated and a correcting invoice will be created with the new plan data.
If the current invoice has been partially paid, depending on the amount of payment and its relation to the new terms, a refundable credit note or adjustment credit note on the current invoice will be generated and a correcting invoice will be created with the new plan data.
If the current invoice is paid in full, a refundable credit note will be generated on the current invoice and a correcting invoice will be created with the new plan data.
If the plan or amount has been changed, but the current invoice was fully covered by the adjustment credit notes, a correcting invoice will be created.
When changing the quantity of an addon:
If the quantity has been reduced and the current invoice has not been paid, an adjustment credit note for the current invoice will be generated.
If the quantity has been reduced and the current invoice has been partially paid, a refundable credit note and adjustment credit note on the current invoice will be generated.
If the quantity has been reduced and the current invoice has been paid in full, a refundable credit note on the current invoice will be automatically generated.
If the quantity has been reduced, but the current invoice was fully covered by adjustment credit notes, nothing will be created.
If the quantity has been increased, a correcting invoice will be created.
Please note that if an in-advance invoice has already been issued at the time of editing, it will be recreated in any of the scenarios.
Next billing date
If an in-advance invoice has not been issued, the saved changes will be applied to the invoice for the next billing period.
If an in-advance invoice has already been issued, it will be generated again with the changes made and sent to the customer.
Edit subscription charge #
If a customer wishes to add any of your one-time services to a subscription, you can add a charge.
Please note that adding a charge for a subscription in Pending Payment status is not possible.
For subscriptions in Active, Future or Trial status click Edit subscription and in the subscription edit card click Add Charge.
In the pop-up window, select the pre-created charge with the set price. Please note that the charge must be pre-created within the product family for which the subscription is being created and must have at least one set price.
Select a value from the drop-down list in the Charge Customers on field and click Add.
If you select Immediately, an invoice with the added charge will be created.
Please note that in order to send this invoice to the customer, notification settings must be enabled to send emails on this trigger.
If you have selected On subscription activation or Pending Payment, this charge will be added to the first invoice of this subscription.
Remember to click Update to save your changes.
Edit subscription manual discount #
To make changes to the subscription discount, i.e. add or remove it, click Edit subscription in the subscription card.
To add a discount, click Add manual discount and specify a few parameters in the pop-up window.
Specify:
- Whether the discount will be a Fixed Amount or Percentage;
- Amount for fixed discounts and a value between 0 and 100 for percentages;
- Whether the discount will be applied to the entire subscription or just the item;
- If Specific item price is selected, specify that very item;
- The duration of the discount.
Click Add.
The item discount can also be added if you click on the 3 dots in the row of the desired item and select also Add manual discount. The settings here will be the same with the exception that to which specific item the discount will be applied is already selected.
Discounts can be removed by clicking on the 3 dots to the right of the added discount and clicking Remove.
Select whether the changes will be applied Immediately or on the Next billing date.
When all changes have been made, click Update and you will be taken to the updated subscription card.
Please note that if you have previously applied Next billing date changes to this subscription, when you save new changes (both immediate and pending), the previous changes will be removed.
Immediately
If an in-advance invoice for the next billing period has already been issued, it will be recreated to reflect the changes.
If no an in-advance invoice has been issued, discounts will be displayed in the subscription but can only be applied to the next invoice.
Next billing date
If an in-advance invoice has not been issued, the saved changes will be applied to the invoice for the next billing period.
If an in-advance invoice has already been issued, it will be generated again with the changes made and sent to the customer.
Edit Invoice creation setup #
If you need to edit the moment when the invoice is generated and sent, you can always do so.
Please note that this editing is only available for In advance invoices.
After clicking Edit subscription and getting to the edit card, make changes in the Invoice creation setup section.
You can change the number of days in the Days before invoicing field.
You can also change the values in the Invoice Reminder field by adding new or removing old days.
Click Update and this change will be applied immediately.
If at the time of editing, an invoice for the next billing period has already been issued, a new invoice will not be created.
If the invoice has not yet been issued, it will be issued on the new date.
Edit billing cycles #
To increase or decrease the duration of a customer’s subscription, click Edit subscription in the subscription card.
Go to the Billing Cycles section and here you can change whether the subscription is Forever or Fixed.
Also change the number of cycles for fixed subscription in the Number of billing cycles field.
Click Update after making the necessary changes.
Edit subscriptions auto-collections #
Auto-payment can be enabled or disabled at any point in the subscription.
Please note that to enable auto-collection the customer must have a payment method added and the routing for the customer’s payment currency configured.
click Edit subscription in the subscription card. When all conditions are met, the Auto-Collection section will become active and you can enable or disable this setting.
To save your changes, click Update.
When you enable auto-payment, it will start working from the next invoice issued, including the one that was issued if you edited the subscription items.
