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Update a subscription

To update a subscription, follow these steps:
  1. Navigate to the subscription you want to update.
  2. Click on the and select Update subscription.
  3. Update the subscription details.
  4. Click Update.

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Supported updates

You can update the following details of a subscription:
  • Description: The description of the subscription.
  • Collection method: Change the collection method for the subscription.
  • Days before collection: Update the number of days before the collection date to generate the subscription invoice.
  • Payment method: Update the payment method for the subscription.
  • Billing anchor: Change the billing anchor for the subscription.
  • Items: Add, edit or remove line items on the subscription. You can set the price, tax rate and transfer behaviour for each item.
As you make changes, the Preview section shows how the next upcoming invoice will look. We also support some advanced options when updating a subscription.
Add custom fields to the invoice to add additional information to the generated PDF.

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Prorations

When you change a subscription part way through a billing period, you can choose how the change is billed. Set Prorate changes to apply a proration so the customer is charged or credited for the unused part of the period, or leave it off to apply the change without proration. You can also Reset billing cycle to restart the cycle from the billing anchor.

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Add a one-off invoice item

You can add a one-off charge that will be included on the subscription’s next invoice.
  1. Navigate to the subscription.
  2. In the upcoming invoice section, click Add invoice item.
  3. Enter the item details, including the type, description, price, tax rate and transfer behaviour.
  4. Click Create. The item appears on the next invoice the subscription generates.

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Scheduled updates

You can schedule updates to a subscription to take effect at a later date. To schedule an update, follow these steps:
  1. Navigate to the subscription you want to update.
  2. Click on the and select Schedule update.
  3. Set the effective date for the update using Set schedule.
  4. Update the subscription details, the updates will appear in the preview section.
  5. Click Schedule update.

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Collect a new payment method

You can collect a new payment method from a customer for their subscription at any time.
  1. Navigate to the subscription.
  2. Click on the and select Collect new payment method.
  3. Choose the methods you would like to allow the customer to provide.
  4. Choose whether to send the customer the link via email.
  5. Click Create.