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Adjusting subscriber's charge and ship frequency

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As a store owner, there are several properties you may need to adjust for an existing subscriber. You may need to update how often you charge an existing subscriber or, in the case of prepaids, update how often you ship a product. This guide provides instructions on updating the charge and ship frequencies for an existing customer.

Before you start

If you want to adjust a subscription's upcoming order date and the subscription frequency, you need to update the frequency first before updating the upcoming order date. If done in reverse, the frequency action will override the date change. 

All platforms

Edit charge frequency

If you charge and ship on the same day, you will need to adjust the charge frequency:

  1. In the ReCharge Dashboard under Customers, search and select the desired customer and then click See Details.
  2. Click Edit next to the charge frequency.
    2019-05-09_15-32-06.jpg
  3. Adjust the frequency value and interval.
    2019-05-09_15-31-11.jpg
  4. Click Save when finished.

Adjust price

Updating the charge or ship frequency in the customer account will not affect the price. If you need to adjust the price of the subscription, click Edit next to the listed price and enter the new price.

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Recalculate next shipment

ReCharge can automatically recalculate a subscription's upcoming charge date if you or a customer adjust the frequency to prevent double-billing. With this setting enabled, the new charge date will get pushed back to the end of the new frequency.

Note: Stores created before October 5 2020 will have regenerations enabled by default. All new stores created after October 5 2020 and going forward will have this setting disabled by default. 

To view settings, go to Settings > General. If Automatically recalculate next charge date when the subscription charge frequency is changed is checked off, ReCharge will automatically push out the next charge date of a subscription if the frequency is adjusted.

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ReCharge Checkout

Note: This feature is only available for Shopify merchants who installed ReCharge before November 2nd, 2020, and are using the ReCharge Checkout.

Edit charge and ship frequency for prepaid subscriptions

If you charge and ship at different intervals, you will need to adjust the item properties.

  1. In the ReCharge Dashboard under Customers, search and select the desired customer and then click See Details as pictured below.
  2. For pre-paid subscriptions, click Edit Recurring Properties.2019-05-09_16-22-40.jpg
  3. Click Pre-paid Frequency Settings at the bottom of the pop-up window and adjust the shipping and charge frequency settings. 2019-05-09_16-24-58.jpg
  4. Once updated, click Save.
Note: This does not impact the current prepaid cycle, only future prepaid charges.

Bulk update charge and ship frequency

If you need to update the charge and ship frequency for more than 50 customers, the ReCharge support team can help facilitate a bulk update.

  1. In Settings > Exports, access the Purchase Items CSV.
  2. Add additional columns at the end of the CSV titled:
    NEW shipping_interval_frequency
    NEW shipping_interval_unit_type
    NEW charge_interval_frequency
    NEW charge_interval_unit_type
  3. Fill in the rows with the new frequency value and frequency type.
  4. Once finished, save the CSV file and send to the ReCharge support team. Please allow 5 business day to complete the bulk update.
Tip: Frequency refers to the value and unit_type refers to the interval unit of time. For example, if adjusting to an annual subscription, you would enter charge_interval_frequency as 12 and charge_interval_unit_type as month.

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