Online Help
Editing a Subscription
Follow these steps to download subscription information:
- ChoosePayment > Subscriptions.
- Use the search field, date menu, advanced search, and quick filters to locate the subscription to edit.
ADDITIONAL INFORMATION
For details on using the search field and advanced search, see Search Filters and Quick Filters. - ClickClick or tapTapthe subscription ID.
- ClickClick or tapTapEdit subscription.
ADDITIONAL INFORMATION
IMPORTANTYou can only edit active subscriptions. Create a new subscription for expired or suspended subscriptions. For information on creating subscriptions, see Creating A Subscription. - Enter the amount to be billed to the customer.
- Enter a name for the subscription.
- Optional:ClickClick or tapTapAdd more detailsand enter a customer ID, invoice number, or description for the subscription.
- Update the subscription end.
ADDITIONAL INFORMATION
IMPORTANTOnce a subscription is created, you cannot edit the subscription start, how often it repeats, or the trial period. Create a new subscription if you need to change the subscription start, trial period, and how often it repeats. For information on creating subscriptions, see Creating A Subscription. - To update the payment method,clickclick or taptap
(edit)
- Enter the card number and expiration date.
- Optional: If you want to test the card to ensure that the card is valid, checkPerform $0.00 credit card authorization upon saving customer.
- Enter the billing address associated with the credit card.
- If you want the shipping address to match the billing address, checkShipping address is the same as billing address.
- To delete the payment method,clickclick or taptapDelete this payment method., then add a new payment method.
- ClickClick or tapTapSaveto save the payment method, orclickclick or taptapCancelif you choose not to save the payment method.
- To update the shipping address,clickclick or taptap
(edit)
Shipping address is the same as billing addresswhile adding a payment method,clickclick or taptapAdd shipping address.- Enter the shipping address.
- ClickClick or tapTapSaveto save the shipping address, orclickclick or taptapCancelif you choose not to save the shipping address.
- ClickClick or tapTapSaveto save the subscription, orclickclick or taptapCancelif you choose not to save the subscription.
RESULT
The subscription is updated and creates transactions with the updated subscription end,
payment method, and shipping address.