Update Scheduling Subscriptions

Here’s how to edit existing subscription payment plans, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

Step-by-Step Guide:

Step 1: Hover over the gear icon and select “Payment Details” from the fly out menu.

Step 2: Under Subscriptions, click the edit icon next to the subscription payment plan you would like to edit.

Step 3: Click on the “Custom Payment Plan” link.

Step 4: Select between “Update Only This Subscription” and “Create a Payment Plan”.

Update Only This Subscription will create the payment plan for just this client. The Create a Payment Plan option will create the payment and make it available on the platform to use, it will be saved under Account > Stripe tab.

Step 5a: For “Update Only This Subscription” enter the new amount and the frequency of the payment.

For additional options, click on the “Show Advanced” link.

In the Advanced Options you can set the contract behavior after the set number of successful payments.

Save the Payment Plan.

Step 5b: For “Create a Payment Plan” enter the new amount and the frequency of the payment.

For additional options, click on the “Show Advanced” link.

In the Advanced Options you can set the contract behavior, set number of successful payments, and anchor date.

Save the Payment Plan.

Step 6: Update the Payment Plan.

On Payment Details, you will see the updated payment plan.