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:
Navigate to the Money tab on the left-hand navigation bar. On mobile, tap the Pages pill in the bottom footer and select Money.
Select the Subscriptions panel.
Locate the specific subscription you wish to update and click the three dots (more options) icon.
Select "See Details."
Click the Edit icon (pencil) in the top right corner of the pop-up window.
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.
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 or cancel an inactive subscription.
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.
Navigate to the Money tab and select the Subscriptions panel. On mobile, use the Pages drawer in the bottom footer to reach Money.
Switch to the archived view (toggle the menu from the top right corner) to see archived subscriptions.
Click the three dots next to the subscription and select Unarchive to restore it to the default list.
To archive an active or inactive subscription in the default list, click the three dots and select Archive.