Adding or removing an expiration from an existing subscription

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.
• If you need to update more than 50 customers, you can request a bulk update. For more information, visit Bulk updating subscription products and orders.

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.

1. In the merchant portal, select Customers.
2. Search and select the customer.
3. Click on See details next to the Address ID.
   
   
4. On the following page, click Edit Recurring Properties.
   
   
5. Use the Number of Charges until Expiration dropdown to update the expiration period. If you are removing the expiration, select Infinite. If you are adding an expiration or changing the number of charges, select the number of charges that need to process before the subscription will expire. 
   
   
6. Click Save changes.
7. If a subscription is expired, return to the Subscriptions tab, click Actions and select Re-activate.

Bulk reactivate subscriptions

If you have 50 or more subscription products to update, the Recharge support team can facilitate a bulk update for you. You will need to prepare a CSV file with updated information and send it to the support team. Please accommodate 5 business days to complete the migration.

1. In the merchant portal, select Exports.
2. Click Create export and select the Subscriptions - Canceled export from the drop-down. 
3. In the CSV, add an additional column at the far right called NEW charge date. This will be the new charge date for all reactivated subscriptions. This column is required.
4. Insert the new charge date for each order using the format YYYY-MM-DD.
5. Delete any rows in the file that do not require an update.
6. When finished, send the CSV file back to the Recharge support team.