How to edit a subscription
To edit a member's or company's subscription, follow the steps below.
Go to Locations > Community and select a user/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 |
Period | Cannot be changed. |
Start Date | Can be changed if the subscription has yet to start and the first invoice hasn't been issued yet. |
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 period 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. |
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 period 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.