Manage a subscription from the back office
Find a subscription
Section titled “Find a subscription”Your store’s subscriptions are in Sales > Subscriptions. Filters sort them by status, pause, plan or next payment date.
From a customer profile (Sales > Customers > Users), the customer’s subscriptions are in the Orders tab group, Subscriptions tab.
Open a subscription (view icon) to display its details and actions.
Subscription statuses
Section titled “Subscription statuses”The Status field shows one of three states:
| Status | Meaning |
|---|---|
| Active | The subscription renews on its Next Billing date |
| Paused | The customer chose a pause from their account, when cancelling: their next payment is postponed by the number of months chosen, the subscription is not cancelled |
| Canceled | The subscription no longer renews. The date is in the Canceled on field |
You cannot pause a subscription from the back office. You can however end a pause with the Reactivate Subscription action, Resume (end pause) mode.
Subscription actions
Section titled “Subscription actions”| Action | What it does |
|---|---|
| Cancel the subscription | Cancels the subscription. Options: Notify by Email (sends the cancellation email to the customer), Close pending orders (Pending and Scheduled orders become Failed), Delete future shipments (slips scheduled after today). The number of orders and slips concerned shows under each box |
| Reactivate Subscription | Mode field: Reactivate (simple) for a cancelled subscription, Resume (end pause) for a paused subscription, Reactivate with coupon to reactivate a cancelled subscription with a fixed Amount discount, valid until the Expires on date |
| Postpone Payment | Postpones the next payment by 1 to 12 periods and extends the subscription. See Reschedule a payment |
| Customize (admin) | Offered when the plan has customization steps: opens the subscription’s customization in a new tab |
| Apply Coupon | Pick a valid coupon of your site. If the subscription has scheduled orders, the Application mode field offers to apply it to those orders or on the next billing |
| Change Transporter | Choose the new Carrier and, for a pickup point carrier, the Relay Point. Tick Delay until next renewal to apply the change at the next billing cycle, otherwise it is immediate |
| Create Shipping Slip | Creates an extra slip for the subscription. See Create an extra shipping slip |
| Create Mailchimp Segment | Creates a Mailchimp segment from the selected subscriptions, if a Mailchimp account is linked to your site |
From the list, three exports are also offered: Export Subscriptions, Export Subscriptions (Complete) and Download (Without Profile Data).
Editable fields
Section titled “Editable fields”From the edit form (pencil icon), you can change in particular:
- the Next Billing date: see Change the next payment date;
- the Cancels On date, to schedule the cancellation: see Schedule the cancellation.