Edit a subscription

Go to Customers > open the customer's profile.
Press (...) next to their active subscription > Edit.

You can update an existing subscription item, add new items, or remove items.

Schedule a future change

If you want changes to take effect at any specific future date or month, follow these steps:

Change a plan, resource, tier, or quantity

Click the existing subscription item and set its "End date" to "Custom".
Choose the end date (e.g., the end day of the current subscription period).
Add a new subscription item.
Select the new plan or resource (or the same one with updated quantity or allowances), and set its "Start date" to "Custom".
Choose when the change should take effect (e.g., the day after the old item's end date).

Add new products to a subscription

Click to add a new subscription item.
Select the new plan or resource, and set its "Start date" to "Custom".
Choose when the new product should take effect.

Change price, credit or day pass allowances, tax, or apply a discount coupon

If the subscription product, tier, and quantity remain the same, and you only need to update price, credit or day pass allowance, tax rate, or apply a discount coupon, follow these steps:

Click the existing subscription item and edit it directly.
By default, these changes take effect at the next subscription renewal.

Custom item start and end dates

When editing subscription item start and end dates, keep the following rules in mind:

An existing item’s end date can’t be set earlier than the last day of the current subscription period.
A new item’s start date can’t be set earlier than the first day of the next subscription period. How to apply an immediate change
If the next period has also already been invoiced (by advance invoicing or manually by an administrator):
- The existing item’s end date can’t be earlier than the last day of the next period.
- The new item’s start date can’t be earlier than the first day of the period after next.
If you set an item's start or end date to mid-cycle, charges are prorated.

Apply an immediate change

If you need to apply changes to the customer's subscription to take effect immediately today, follow these steps:

Edit the existing subscription item, or add/remove a subscription item.
If adding a new item, keep the item's "Start date" set to "Subscription default".
- Resource assignment, discounts, door, printing, and exclusive resource access are updated immediately.
- Price, credits, and day passes are updated since the next cycle.
If pricing, credits, or day passes must change immediately:
- If it's an upgrade, issue a one-off invoice for the remaining part of the month, or add an extra charge to the upcoming invoice.
- If it's a downgrade, issue a credit note for the current month's invoice to refund the necessary amount.
- Manually add or deduct credits or day passes in the customer’s profile.

Other changes

Change	How it takes effect
Cycle	Can't be changed. When editing a subscription, only plans/tiers with the same cycle will appear. To migrate a customer to a different subscription cycle (e.g., from monthly to annual), cancel the existing subscription and create a new one.
Start date	Can only be changed if the subscription has yet to start and the first invoice hasn't been issued. Otherwise, cancel the subscription and recreate it.
End renewal	Can be set ot changed at any time. End date can't be earlier than the last date of the current subscription period. To end immediately, cancel the subscription.
Commitment period	Reflects immediately.
Auto-update from plan	Takes effect immediately and defines if all the subsequent plan changes apply to this subscription.
Advance invoicing	Takes effect immediately and affects all the next subscription invoices.
Pay with invoice	Takes effect immediately.
Pause payment collection	Takes effect immediately and affects all the next subscription invoices.

FAQ

How can I invoice the customer for products with different billing cycles (e.g., an annual office and monthly desks)?

One customer can currently have only one active subscription at a time. An alternative solution is to:

Create the first subscription (e.g., annual) under the company profile.
Create the second subscription (e.g., monthly) under the company manager's personal profile.

Cancel a subscription

Create a subscription

Redeem coupons and promo codes for subscription items

Understand scheduled invoice items

Understand advance invoicing