Adjusting subscriber's charge and ship frequency

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 need to adjust the upcoming order date in addition to the frequency, ensure you update the frequency before updating the upcoming order date. If done in reverse, the frequency action will override the date change. 

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. 

Visit Settings, General, and Subscription configuration to take a look. 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.

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.
3. Adjust the frequency value and interval.
4. Click Save when finished.

Edit charge and ship frequency for prepaid subscriptions

If you charge and ship on 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.
3. Click Pre-paid Frequency Settings at the bottom of the pop-up window and adjust the shipping and charge frequency settings. 
4. Once updated, click Save.

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 in the new price.

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.