Invoicing and Payments

Updating 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.

  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.

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