Update a subscription
To update a subscription, follow these steps:- Navigate to the subscription you want to update.
- Click on the overflow menu (•••) and select Update subscription.
- Update the subscription details.
- Click Update.
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.
Custom invoice fields
Custom invoice fields
Add custom fields to the invoice to add additional information to the generated PDF.
Scheduled updates
You can schedule updates to a subscription to take effect at a later date. To schedule an update, follow these steps:- Navigate to the subscription you want to update.
- Click on the overflow menu (•••) and select Schedule update.
- Set the effective date for the update using Set schedule.
- Update the subscription details, the updates will appear in the preview section.
- Click Schedule update.
Collect a new payment method
You can collect a new payment method from a customer for their subscription at any time.- Navigate to the subscription.
- Click on the overflow menu (•••) and select Collect new payment method.
- Choose the methods you would like to allow the customer to provide.
- Choose whether to send the customer the link via email.
- Click Create.