Instructions for your customers - Recharge Checkout on Shopify

Recharge provides you with several articles 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 

• This article applies to merchants using the Recharge Checkout on Shopify. Refer to Instructions for your customers - BigCommerce if you are using the Recharge Checkout on BigCommerce.

• The screenshots and instructions in this article are using the Novum customer portal theme. The appearance may vary depending on your configuration. 

Log in to customer account

• You can access your customer portal through your Shopify 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 log in 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. 

Cancel a subscription

Log in to your account to cancel your subscription.

1. Click the Subscriptions tab and select Edit next to the subscription you want to cancel.
2. Scroll down on the subscription page and click Cancel subscription.
3. Select a cancellation reason and click Proceed. 

Update billing information or email

In the payment methods 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.

If you’d like to edit the payment method assigned to a specific address profile you can do so via the subscriptions tab by editing your existing subscription. This is also where you can adjust the email on file for that subscription. 

Skip a delivery

Log in to your account to skip a delivery.

1. Click the Delivery Schedule tab to see all upcoming deliveries for your subscriptions.
2. Click Skip next to the delivery you would like to skip. If you want to unskip a delivery, click Unskip next to the order.

Update or add a new shipping address

Log in to your account to update your shipping address.

1. Click the Shipping addresses tab to show all of your shipping addresses. 
2. Select the shipping address you want to update or click Add new shipping address to enter a new address. 
3. Follow the prompts to update or create a new address. 

Add a one-time product to a subscription

Log in to your account to add a product to an existing subscription.

1. Click the Subscriptions tab and select Edit next to the subscription you want to add a product to.
2. Hover over the product you want to add and select Add one-time. This automatically adds the product to your shipment. 
3. You can click the Delivery schedule tab and select Manage add-on to manage or delete the one-time product.