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 date for an upcoming charge

Upcoming orders

Reschedule the order date on the upcoming orders page: 

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

Subscription tab

Reschedule next order in the subscriptions tab:

1. Select the Subscriptions tab in your merchant portal.
2. Search for the subscription to reschedule.
3. Click the Actions drop-down and select Reschedule next order.
   
4. Select a new order date and click Reschedule.
5. Any active subscriptions associated with the address will display as an option to be rescheduled. Check the box for all subscriptions you’d like to change the order date for and click Reschedule subscription to confirm.
   

Bulk adjust 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 primary scenarios for adjusting the charge date in bulk. Review the scenarios below and select the method based on your needs and preference. 

• Bulk update upcoming charges
• Bulk update upcoming charge date for a subscription

Bulk update upcoming charges

Use this method if you would like to adjust the charge date of an upcoming order containing multiple items. This will ensure the charge date is adjusted for all items within an order. 

Method 1 - Multi-select tool

You can use the Multi-select tool to update the charge date for individual subscriptions on the Subscriptions page. To process the update search and select the subscriptions to be updated on the Subscriptions page and select Reschedule from the Actions dropdown. Review the Multi-select tool guide for detailed instructions.

Method 2 - Bulk Managing Charges tool

You can use the Bulk Managing Charges tool to update the charge date for all items on the charge. To process this type of update you will need to complete the Importing Subscriptions template with:

• charge_id
• next_charge_date

To make an update using the import tool: 

1. Use the Export Builder to pull the Charges - Queued or Charges - Error  export. 
2. Remove any charges from the export that you do not want to update charge dates for.
3. Keep existing data in the charge_id column and add in new charge dates to the next_charge_date column in YYYY-MM-DD format.
4. Once your CSV file is ready to import, follow steps 2 and 3 in the Bulk managing charges guide to complete the update. 

Bulk update upcoming charge date for a subscription

Use this method if you would like to adjust the charge date for a specific subscription item. This method is recommended when you need to adjust charge dates for individual subscriptions that may exist with other items in an order. This ensures the subscription charge date is adjusted without impacting the existing order containing multiple items.  

Method 1 - Multi-select tool

You can use the Multi-select tool to update the charge date for individual subscriptions on the Subscriptions page. To process the update search and select the subscriptions to be updated on the Subscriptions page and use Next charge date in the Edit properties menu on the Actions dropdown. Review the Multi-select tool guide for detailed instructions.

Method 2 - Bulk Managing Subscriptions tool

You can use the Bulk Managing Subscriptions tool to update the charge date for individual subscriptions. To process this type of update you will need to complete the Importing Subscriptions template with:

• subscription_id
• next_charge_scheduled_at (YYYY/MM/DD)

To make an update using the import tool: 

1. Use the Export Builder to pull the Subscriptions - All or Subscriptions - Active export. 
2. Copy and paste the required fields noted above from the Subscriptions export into the template file. All other columns in the template can be removed.
3. Once your CSV file is ready to import, follow steps 2 and 3 in the Bulk managing subscriptions guide to complete the update.