Editing upcoming charge dates

You may need to adjust the charge dates on an upcoming order for a customer. This could be for an individual order or you may need to re-adjust all upcoming orders. This guide provides an overview of updating charge dates individually or in bulk.

Before you start

This guide provides instructions for orders that charge and ship at the same frequency. If you need to adjust the upcoming order dates for prepaid subscriptions, see Editing prepaid shipment dates.

Adjust order date for an upcoming order

1. In the merchant portal click the Customers tab.
2. Search and select the customer.
3. Under Upcoming orders, click the ... for the order to be updated and select Reschedule.
   
4. Change the date accordingly and click Reschedule to confirm.

Bulk adjusting the charge date within one account

You can also update the next charge date for multiple subscription orders within one address. This is not to be confused with bulk updating the next charge date, which can update orders for multiple customers and not just one address. 

1. Click Customers in your merchant portal.
2. Search and select the customer to open their account. 
3. Under the address line, use the checkboxes to select which products need to have their charge date changed and use the Actions drop-down to select Reschedule.
   
4. Specify the next charge date in the pop-up window. Click Reschedule.

Bulk update upcoming charge dates

There are two methods for adjusting the subscription expiration in bulk. The method you should use is determined by your store's platform. Review the methods below and select the method based on the platform your store uses. 

Method 1 - Bulk Managing Subscriptions tool

Merchants on the Recharge Checkout on Shopify can use the Bulk Managing Subscriptions tool to update the subscription expiration without any intervention from Recharge. To process this type of update you will need to complete the Importing Subscriptions template with:

• subscription_id
• address_id
• next_charge_scheduled_at

Export Subscriptions - All or Subscriptions - Active from the Data section in the merchant portal to gather the required information for the update template. 

All other columns from the template can be removed. 

Method 2 - Bulk update via Recharge Support

If you need to update a batch of upcoming orders, you will need to reach out to the Recharge support team with a prepared CSV. Please note that you must have at least 50 orders to qualify for a bulk update.

1. In your merchant portal, select Exports.
2. Click Create export. 
3. Select the Charges - Queued CSV in the drop-down.
4. Name your CSV, select the appropriate date range, and enter your email address to receive the CSV. Click Create export. 
5. In the downloaded CSV, remove any rows that do not require a charge date update.
6. Add an additional column at the end of the CSV called NEW Charge Date. Enter the new charge date for each row that requires an update.
7. Once finished, send a copy of the CSV to the Recharge support team. Please accommodate at least 5 business days for this bulk update to be completed.