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.
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.
For Monthly, Quarterly, Semi-annually, and Annually, Mallow keeps your preferred billing day when that day exists in the target month. If the month is shorter, billing uses the last day of that month, then returns to your preferred day when a later month includes it. For example, a schedule anchored on the 31st moves from January 31 to February 28, then back to March 31.
Weekly advances by 7 days. Every 4 Weeks advances by 28 days and keeps the same weekday.
When you change a subscription invoice payment due date, that due date updates the preferred billing day and the next billing 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.
Navigate to the Money tab and select the Subscriptions panel.
Find the active subscription and click the three dots (more options) icon.
Select Pause subscription.
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.
Navigate to the Money tab and select the Subscriptions panel.
Find the paused subscription and click the three dots (more options) icon.
Select Un-pause subscription.
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 using the subscription’s preferred billing day. 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.
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 tab.
Find the active subscription you want to cancel and click the three dots (more options) icon.
Select Cancel.
A confirmation dialog appears with the title "Are you sure you want to cancel?" and the message "This is not reversible. Proceed with caution."
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.
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.