Mallow Help Center
How-to Guides

Update a subscription

You can modify the details of an active subscription at any time without needing to cancel it and start over.

How to edit an ongoing subscription

To make changes to an ongoing subscription, follow these steps:

  1. Navigate to the Money tab on the left-hand navigation bar. On mobile, tap the Pages pill in the bottom footer and select Money.

  2. Select the Subscriptions panel.

  3. Locate the specific subscription you wish to update and click the three dots (more options) icon.

  4. Select "See Details."

  5. Click the Edit icon (pencil) in the top right corner of the pop-up window.

  6. Adjust the necessary fields (such as price, cadence, or line items) and click Save before exiting.

Which subscription details can you update/change?

You can change the following details:

  • Pricing

  • Line item names and descriptions

  • Discounts

  • Proration

  • Billing cycle renewal dates

  • Billing cycle cadence

  • Notes

  • Sales tax

  • Your company branding

Your customer will be notified via email of any updates made to their subscription. In order to avoid client cancellations, it is best practice to discuss the changes with your client before making changes to their subscription details.

Editing the billing cadence and start date

When you edit the billing cycle cadence, the available options are Weekly, Monthly, Every 4 Weeks, Quarterly (3 months), Semi-annually, and Annually.

Days 29-31 are restricted for most intervals because some months do not contain those dates. However, the Every 4 Weeks interval does not restrict days 29-31 because it advances by a fixed 28-day cycle and preserves the weekday, regardless of the starting date.

Subscription dates before the first payment

Until the first invoice is paid, the billing cycle renewal date and related start dates display as Date TBD in the subscription details and in any subscription update email. This is normal. Once the first payment is received, the dates will update to their actual values. Why does my subscription say Date TBD?

What happens when a payment fails

If a subscription payment fails, the subscription status changes to Inactive. Inactive subscriptions remain visible in the default list, but you can only view their details. You cannot edit, pause, or cancel an inactive subscription.

Pause a subscription

Pausing temporarily stops billing while keeping the subscription intact. You can resume it later without recreating it.

  1. Navigate to the Money tab and select the Subscriptions panel.

  2. Find the active subscription and click the three dots (more options) icon.

  3. Select Pause subscription.

  4. Confirm in the pause modal. The modal says "You can un-pause this subscription at any time."

When paused, the subscription status changes to Paused and shows a yellow badge. The next billing date is displayed with strikethrough styling to show the upcoming cycle will be skipped. Open See Details to view the renewal date with (CURRENTLY PAUSED) next to it.

Only active subscriptions can be paused. Cancelled or inactive subscriptions do not show the Pause option.

Resume a paused subscription

Un-pausing returns the subscription to Active and resumes billing on the next natural cycle. Only paused subscriptions can be resumed. Active, cancelled, or inactive subscriptions do not show the Un-pause option.

  1. Navigate to the Money tab and select the Subscriptions panel.

  2. Find the paused subscription and click the three dots (more options) icon.

  3. Select Un-pause subscription.

  4. Confirm in the un-pause modal. The modal says "You can re-pause this subscription at any time."

If the billing date passed while the subscription was paused, billing resumes on the next cycle. You will not be charged for missed cycles.

Pause is not the same as cancel. Canceling permanently stops the subscription. Pausing keeps the subscription intact and can be reversed at any time.

How to cancel a subscription

To cancel an active subscription, open the cancel option from the three-dot menu. A confirmation modal appears before the action is applied.

  1. Navigate to the Money tab on the left-hand navigation bar. On mobile, tap the Pages pill in the bottom footer and select Money.

  2. Select the Subscriptions tab.

  3. Find the active subscription you want to cancel and click the three dots (more options) icon.

  4. Select Cancel.

  5. A confirmation dialog appears with the title "Are you sure you want to cancel?" and the message "This is not reversible. Proceed with caution."

  6. Click Go Back to keep the subscription active, or Yes, Cancel to confirm.

Only active subscriptions can be canceled. If a subscription is inactive due to a failed payment, it cannot be canceled.

Archive or unarchive a subscription

Archiving hides a subscription from the default list without cancelling it. You can unarchive it later to bring it back.

  1. Navigate to the Money tab and select the Subscriptions panel. On mobile, use the Pages drawer in the bottom footer to reach Money.

  2. Switch to the archived view (toggle the menu from the top right corner) to see archived subscriptions.

  3. Click the three dots next to the subscription and select Unarchive to restore it to the default list.

  4. To archive an active or inactive subscription in the default list, click the three dots and select Archive.

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