Edit a subscription
A customer’s subscription can be edited via their customer record within your dashboard.
IMPORTANT: The name and/or the amount of a subscription can be edited a maximum of 10 times. After this, it will need to be cancelled and recreated. If you wish to change the date of a subscription, you will need to cancel the existing subscription and set up a new one with the new collection date.
- Click Customers or locate your customer via the search bar
- Select the customer
- Find the subscription within the corresponding section and open it
- Click on the three dots in the top right corner followed by Edit
- Edit the name and/or amount
- Click Show advanced options to add or remove custom fields (optional)
- Click Update
Please note: If a payment has been created ready for collection as part of a subscription, editing the subscription amount will not affect the created payment. Instead, you will need to cancel that payment via the Payments section of the customer’s record and create a new single payment for the new amount. This can only be done whilst the payment is pending submission.