Business needs can change as your business grows so you may need to adjust the terms of a subscription mid-cycle. This guide provides instructions on adding or removing an expiration from an existing subscription.
Before you start
- Adjusting the expiration on the subscription rule itself will not impact existing customers, only new customers. If you would like to update the expiration for existing customers, you will need to follow this guide.
- The expiry count starts from the customer's first charge for the subscription. When inputting the new expiry ensure to account for charges that have already been processed, refunded, or canceled for that subscription.
Add or remove an expiration
In the example below, a customer's subscription is set to automatically expire after a certain number of charges, but you would now like to update the number of charges or set it to never expire.
- In the merchant portal, select Customers.
- Search and select the customer.
Select the subscription product and click Edit frequency.
Enable or disable the Set the subscription to expire after a set number of charges checkbox.
- Click Save.
- If a subscription is expired, return to the Subscriptions tab, click Actions, and select Re-activate.
Adjusting the expiration setting in bulk
You can use the Bulk Managing Subscriptions tool to update the subscription expiration. To process this type of update you will need to complete the Importing Subscriptions template with:
To make an update using the import tool:
- Use the Export Builder to pull the Subscriptions - All or Subscriptions - Active export.
- 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.
- Once your CSV file is ready to import, follow steps 2 and 3 in the Bulk managing subscriptions guide to complete the update.
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