Editing upcoming charge dates

You may need to adjust the charge dates on an upcoming order for a customer. This could be for an individual order or you may need to re-adjust all upcoming orders. This guide provides an overview of updating charge dates individually or in bulk.

Before you start

This guide provides instructions for orders that charge and ship at the same frequency. If you need to adjust the upcoming order dates for prepaid subscriptions, see Editing prepaid shipment dates.

Adjust date for an upcoming charge

Reschedule the order date on the Subscription Details page: 

1. Select Customers in the merchant portal and click Customers from the dropdown.
2. Search for and select the customer.
3. Under Upcoming orders hover over the order that needs adjusting to open the Actions menu.
4. Select Reschedule order.
5. Choose the new date.
6. Select Confirm: reschedule.

Bulk adjust the charge date within one account

You can also update the next charge date for multiple subscription orders at the same address. This is not to be confused with bulk updating the next charge date, which can update orders for multiple customers and not just one address. 

1. Select Customers in the merchant portal and click Customers from the dropdown.
2. Select the subscriptions listed under the customer's address you wish to adjust.
3. Select Reschedule from the Bulk actions bar.
4. Choose the new charge date.
5. Select Confirm: reschedule subscriptions.

Bulk update upcoming charge dates

There are two primary scenarios for adjusting the charge date in bulk. Review the scenarios below and select the method based on your needs and preference. 

• Bulk update upcoming charges
• Bulk update upcoming charge date for a subscription

Bulk update upcoming charges

Use this method if you would like to adjust the charge date of an upcoming order containing multiple items or the charge date for multiple upcoming orders. This will ensure the charge date is adjusted for all items within an order. 

Method 1 - Multi-select tool

You can use the Multi-select tool to update the charge date for individual subscriptions on the Subscriptions page. To process the update search and select the subscriptions to be updated on the Subscriptions page and select Reschedule from the Actions dropdown. Review the Multi-select tool guide for detailed instructions.

Method 2 - Bulk Managing Charges tool

You can use the Bulk Managing Charges tool to update the charge date for all items on the charge. To process this type of update you will need to complete the Importing Subscriptions template with:

• charge_id
• next_charge_date

To make an update using the import tool: 

1. Use the Export Builder to pull the Charges - Queued or Charges - Error  export. 
2. Remove any charges from the export that you do not want to update charge dates for.
3. Keep existing data in the charge_id column and add in new charge dates to the next_charge_date column in YYYY-MM-DD format. Copy and paste the required fields into the template file. 
4. Once your CSV file is ready to import, follow steps 2 and 3 in the Bulk managing charges guide to complete the update. 

Bulk update upcoming charge date for a subscription

Use this method if you would like to adjust the charge date for a specific subscription item. This method is recommended when you need to adjust charge dates for individual subscriptions that may exist with other items in an order. This ensures the subscription charge date is adjusted without impacting the existing order containing multiple items.  

Method 1 - Multi-select tool

You can use the Multi-select tool to update the charge date for individual subscriptions on the Subscriptions page. To process the update search and select the subscriptions to be updated on the Subscriptions page and use Next charge date in the Edit properties menu on the Actions dropdown. Review the Multi-select tool guide for detailed instructions.

Method 2 - Bulk Managing Subscriptions tool

You can use the Bulk update subscriptions with the Import tool to update the charge date for individual subscriptions. To process this type of update you will need to complete the Importing Subscriptions template with:

• subscription_id
• next_charge_scheduled_at (YYYY-MM-DD)

To make an update using the import tool: 

1. Use the Export Builder to pull the Subscriptions - All or Subscriptions - Active export. 
   • You can also use the line_item_subscription_id from the Charges - Queued export to populate the subscription_id field if you are updating a specific group of subscriptions scheduled to renew. 
2. Copy and paste the required fields noted above from the Subscriptions export into the template file. All other columns in the template can be removed.
3. Once your CSV file is ready to import, follow steps 2 and 3 in the Bulk managing subscriptions guide to complete the update. 

Future skipped charges

Recharge ensures that, in most cases, a customer's skipped order is retained even if the subscription is later updated. This prevents unintentional removal of skipped charges when you or your customers make changes.

Future skips are only removed if:

• The subscription’s next charge date has been changed
• The subscription’s order frequency is updated
• The subscription has been moved to a different address

When a subscription is removed from a skipped order, Recharge emits a subscription/removed_from_skipped_charge The webhook allows you to take action if needed (for example, re-skipping the order).

For tracking purposes, Recharge adds a skip removed event to the customer’s timeline with the original skip date.

You can view the Actions Report in the Analytics Suite to review skip metrics for your store.