How to edit a subscription
To edit a member's or company's subscription, follow the steps below:
Go to Spacebring > Customers > select a user or a company.
Open their profile and locate the "Subscription" section. Press on the active subscription and make your changes.
Press
Save.
What you can edit
Subscription elements | How changes apply |
Cycle | Cannot be changed. |
Start date | Can be changed if the subscription has yet to start and the first invoice hasn't been issued yet. |
Current period | The active billing cycle for a subscription, starting from the last payment and lasting until the next payment is due. |
End renewal | The change takes effect immediately. |
Items | Removing and adding subscription items takes effect with the next subscription renewal. |
Plan | You can select a different plan as long as it has the same cycle as the current one. The change takes effect with the next subscription renewal. |
Quantity | The change affects the total price, credits, and day pass numbers and takes effect with the next subscription renewal. |
Price | The change takes effect with the next subscription renewal. |
Coupon | The coupon applies on the next subscription renewal date and its duration is counted from that date. |
Custom tax rate | The change takes effect with the next subscription renewal. |
Expiring credits | The change takes effect with the next subscription renewal. |
Expiring day passes | The change takes effect with the next subscription renewal. |
Discounts | The change takes effect immediately. |
Access | The change takes effect immediately. |
Printing | The change takes effect immediately. |
Assignments | The change takes effect immediately. |
Pay with invoice | The change takes effect immediately. |
Notes
The subscription start date cannot be edited if it is set to start on a future date, but an administrator has already issued the invoice for the first subscription cycle in advance. If you need to change the subscription start date, cancel the subscription and recreate it. Consider voiding the first invoice issued for the wrong first subscription period.
If you need to upgrade a customer's plan and charge them the difference now, create and issue a one-off invoice for the additional amount due for the current subscription cycle. After that, update the customer's plan in their subscription.
If you need to change the subscription cycle for a certain invoice, follow these steps:
For draft invoices, delete it and recreate the subscription for the customer with the necessary subscription cycle. The user will receive an updated invoice.
For issued invoices, void it and recreate the subscription for the customer with the necessary subscription cycle. The user will receive an updated invoice.