Instructions for your customers - Recharge Checkout on Shopify

Recharge provides you with several articles in this knowledge base that you can share with your customers. These range from topics, such as How to Update Billing Information, or how to Add a Product to the Subscription.

However, we understand that giving your customers outside links to articles on Recharge might not be your preference. With this in mind, this guide provides information and instructions that you can use. Feel free to use the text or images below for your own website. 

If there's anything not listed here that you would like, let us know.

Before you start 

• The appearance of the screenshots may vary depending on your configuration.

Log in to customer account

You can access your Customer Portal through your Shopify or BigCommerce account login. If you have not registered an account, you will need to create an account using the same email address used at checkout.

Once your account is registered, you can login and access your Customer Portal by clicking on the Manage Subscriptions link.

Alternatively, you can access your account using the Customer Portal direct link. This link is normally sent in your Subscription Confirmation email and your Upcoming Order email. 

Swap a subscription product

In order to cancel your subscription, you will first need to log in to your account. Within the Subscriptions tab, click on the Actions button found next to the subscription you want to cancel and then select Swap from the dropdown menu. On the following page, you will be prompted to select a new product. 

Cancel a subscription

In order to cancel your subscription, you will first need to log in to your account. Within the Subscriptions tab, click on the Actions button found next to the subscription you want to cancel and then select Cancel from the dropdown menu. On the following page, you will be prompted to enter a cancellation reason. 

Update billing information

In the Billing Information tab you'll find the current method of payment along with the current billing address. However, this is not the same as the shipping address. You would edit the address in this section if your billing address has changed or if you need to update your email address.

Skip a delivery

Once logged in, click on Delivery Schedule on the left to see all upcoming deliveries for your subscriptions. To skip a delivery, you can click Skip next to the delivery you would like to skip. Similarly, to unskip a delivery, you would click Unskip next to the order.

Update shipping address

Once logged in, click on Subscriptions and click Edit to the right of the address. This only affects the shipping/delivery address, this does not update billing information related to the method of payment.

You will be taken to a page where you can modify your shipping address fields.

Add a product to a subscription

Once logged in, select the Subscriptions tab, then click Add Product. This will open a pop-up where you can search, view, and select additional products to add to your upcoming deliveries. You may also choose the frequency and first shipment date.