Update a subscription

You can change what a subscription bills, when it bills, and how payment is collected. The Preview on the right shows the next invoice as you edit, including any prorations. You can update a subscription while it is active or scheduled.

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Update a subscription

To update a subscription, follow these steps:

1. Navigate to the Subscriptions page and open the subscription.
2. Click Update.
3. Change the items, billing, or collection settings you need.
4. Review the Preview, then click Update.

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Items

The Items section lists the recurring charges on the subscription. Changes are staged until you click Update, so you can review several edits together. New items are marked New, edits are marked Change, and removals are marked Remove. You can undo a removal before you save. To add an item, click Add item. To edit or remove an existing item, use the buttons on that row. Each item can have:

• Type: Rent, Charge, or Product. Use Rent for rent so you can attach a unit for reporting. Use Product to reuse a product with a recurring price.
• Unit: the unit the item relates to. Required for Rent. Selecting a unit for rent fills in the description and the unit’s default rent.
• Description: the label that appears on the invoice. For a Product, this is taken from the product name.
• Price: the amount to bill each period. For a Product, this comes from the selected price.
• Item tax: the tax percentage. Use Use tax rate to apply a tax rate.
• Transfer behaviour: how the value is transferred to an owner. See Transfer behaviour.
• Create prorations: when on, this item can be prorated if the next period is shorter than a full interval. Turn it off to always charge the full amount for this item.

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Billing anchor

For weekly and monthly subscriptions, you can set a Billing anchor to charge on a different day from the current period date. Pick a date within the current period. Once you set a billing anchor, Billing cycle settings appear.

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Billing cycle settings

These options appear after you set a Billing anchor.

• Prorate changes: when on (the default), the next invoice is adjusted so the customer only pays for the days in that period. When off, they are charged the full item amounts even if the period is shorter. Learn more about prorations.
• Reset billing cycle: when on, the next invoice starts on the billing anchor and covers a full billing interval from that date. When off, only the end of the next period moves to the new day, so the next invoice covers a shorter period.

For example, a monthly subscription that bills on the 1st. You set the billing anchor to the 15th: Leave Reset billing cycle off when you want to finish the current cycle on the new day, then continue from there. Turn it on when you want the new day to start a fresh full period immediately.

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Payment collection

In Payment collection, choose how invoices are paid:

• Charge automatically: charge a payment method already on file. Select the Payment method to use.
• Send invoice: email the customer a hosted invoice to pay. Choose which payment methods they can use.

Switching to Send invoice clears the default payment method, because invoices are no longer charged automatically. If the customer has no payment method on file, only Send invoice is available.

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Custom fields

Add custom fields to include extra information, such as a purchase order number, in the header of the generated invoice PDF. You can add up to four fields.

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Preview

The Preview shows the upcoming invoice for the period your changes will bill, including line items, tax, and any prorated amounts. Prorated lines are labelled (Prorated) and show the adjusted amount.

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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, without changing the recurring items.

1. Navigate to the subscription.
2. In Pending invoice items, click Add invoice item.
3. Set the Type (Rent, Charge, or Product), then enter the unit, description, price, tax, and transfer behaviour.
4. Click Create. The item appears on the next invoice the subscription generates.

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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 the and select Collect new payment method.
3. Choose the Payment methods you would like to allow.
4. Optionally turn on Send email to customer to email them the link.
5. Click Create.

The new payment method becomes the subscription’s default, and collection is set to charge automatically.

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Cancel a subscription

You can cancel a subscription immediately, or schedule it to cancel on a future date.

1. Navigate to the subscription.
2. Click the and select Cancel subscription.
3. Choose Immediately or Future date. For a future date, set the Cancellation date (at least one day from today).
4. Choose how to handle unused time on the latest invoice:
   • No credit note: do not credit the customer.
   • Credit outside of Yorlet: record a credit note as handled outside Yorlet.
   • Credit to customer balance: apply the credit to the customer’s balance for future invoices.
   • Refund original payment: return the credited amount to the original payment method.
5. Click Cancel subscription or Schedule cancellation.

A scheduled cancellation keeps the subscription active until that date. You can stop it before then.

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Stop a scheduled cancellation

1. Navigate to the subscription.
2. Click the and select Stop cancellation.
3. Confirm to keep the subscription running.