Subscription and Order details pages

To improve the merchant portal user experience, Recharge has updated the Subscription details and Order details pages. The new design is more intuitive and is aligned with the merchant experience on the new homepage and sidebar navigation. This guide provides an overview of the Subscription and Order details pages. 

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Order details page overview

The Order details page provides details on orders and charges on the same page. 

All orders are grouped together under the Order details section of the page. You can use this section to view queued, processed, or errored charges, or get additional information about individual charges.

Navigate orders

To view orders that have been processed:

1. From the merchant portal, click Orders and locate a customer.
2. Click the Recharge order ID.

To refund an order that has been processed:

1. From the merchant portal, click Orders and locate a customer.
2. Click the Recharge order ID.
3. Click Refund and select Refund by amount or Refund by item.
4. Complete the refund form.

To cancel an order that has been processed:

1. From the merchant portal, click Orders and locate a customer.
2. Click the Recharge order ID.
3. Click the … on the Order details section and select Cancel order.
4. Complete the cancellation form.

Subscription Details page overview

The Subscription details page streamlines the subscription management experience for merchants:

• It consolidates subscription settings into subsections for increased visibility and easier subscription management.

• It displays both Recent and Upcoming orders first to provide easier access to the most relevant subscription orders.

• It supports secondary subscription management tasks, including payment method updates, through the use of secondary menus. 

Navigate subscriptions

To edit a subscription:

1. From the merchant portal, click Customers and select the customer.
2. Locate the subscription that needs editing, click Actions and select Edit.
3. Edit the subscription using one of the following options:  
   • Click Reschedule next order to edit the next order date.
   • Click Edit frequency to adjust the frequency and expiry of the subscription.
   • Click Edit subscription product to adjust the product title, variant, price, or quantity.
   • Click Swap to swap to a different subscription product.
   • Click Move address to adjust the shipping address for that subscription or switch to another address on file for that customer.
   • Click Cancel subscription to cancel the subscription. 
   • Click Delete to delete the subscription.

See the Subscription details page quick reference guide for assistance with locating commons actions on the Order details page.

Prepaid subscriptions details page overview

The prepaid subscriptions details page streamlines prepaid subscription management for merchants:

• Prepaid orders are tagged with a prepaid tag for visibility. 

• Click on a prepaid subscription to open the prepaid subscription details page. 
• In the Upcoming orders section, orders that have already been paid for are marked as prepaid and have a Queued order status.
• Orders tagged with Renewal are orders scheduled for the date a prepaid subscription cycle renews. 

• You can expand each upcoming order section to display charge details, add shipments, refund charges, reschedule orders, or add/remove variants. 

See the prepaid subscription details page quick reference guide for assistance with locating commons actions on the Order details page.

Quick reference guides

Starting January 31st, 2023, the legacy Subscription and Order details pages are being deprecated. Existing Recharge merchants may have recently switched to the new Subscription and Order details page views and noticed that some actions have moved in the merchant portal. The following table provides a visual guide for locating common actions in the new Subscription and Order details page views.

Subscription details page

Prepaid Subscription details page

Action	Location
Reschedule or Process now
Edit date
Add variant
Submit now
Cancel
Add shipment
Skip delivery