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Update a subscription
Supported updates
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Collect a new payment method
Subscriptions
Update a subscription
Learn how to update a subscription on Yorlet.
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.
We also support some advance options when updating a subscription.
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
.
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