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Overview

Navigate to the ‘Update Subscription’ interface from any subscription

You will find several options allowing you to adjust many aspects of the subscription:

Configuration


Invoicing options

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Update products on the subscription

You can update the products that have been added to your subscription as well as remove them and add new ones

Updating a fee product


Updating a usage-based product


Adding a new product

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Add a product to a subscription

You can add a product to a subscription at any time. The product will be added to the subscription and the customer will be charged according to the options you choose.

1

On the subscription, click on Add product

2

Choose the product you want to add and edit it

In this step, you can override anything on the product such as it’s price or name.

Just like when assigning a subscription, these changes are limited to this subscription and won’t affect existing products in your catalog.

3

Choose the payment options for adding the product

  • Do not charge: Adds the product to the subscription without charging your customer.
  • Charge pro-rata: Charges your customer a pro-rata amount based on the remaining time in the billing period.
  • Charge full price: Charges the full price of the product to your customer immediately.

You will see a small recap of the options you chose. on the same page.

Click on Add product to confirm your selection.

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Remove a product from a subscription

You can do so at any time. The product will be removed from the subscription and the customer will be refunded according to the options you choose.

1

On the subscription details page, click on the product you want to remove, then click on the remove button at the bottom

2

Choose the payment options for removing the product

  • Do not refund: Removes the product from the subscription without issuing a refund to your customer.
  • Refund pro-rata Refunds your customer a pro-rata amount based on the remaining time in the billing period.
  • Refund full price Refunds the full price of the product to your customer immediately.

You will see a small recap of the options you chose. on the same page.

Click on Remove product to confirm your selection.

When removing a product before billing, for instance, if the product is on a monthly billing, charged “end of period”, and the removal is initiated mid-month you’ll have the option to charge the customer instead. The selection choices will stay consistent.

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Update product quantities

Quantities can be updated for any products that aren’t directly connected to a data source

Updating a product quantity


The same timing and charging options are available

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Update product prices

You can update the price of a product on a subscription at any time.

Updating a product price


Updating a fee item price


Complex tiered prices can also be updated

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Applying and removing coupons

Applying a coupon


Removing a coupon