Adding or removing an expiration from an existing subscription

Business needs can change as your business grows so you may need to adjust the terms of a subscription mid-cycle. This guide provides instructions on adding or removing an expiration from an existing subscription.

Before you start

• Adjusting the expiration on the subscription rule itself will not affect existing customers; only new customers will be affected. If you would like to update the expiration for existing customers, follow this guide.
• The expiry count starts from the customer's first subscription charge. When inputting the new expiry ensure to account for charges that have already been processed, refunded, or cancelled for that subscription.

Add or remove an expiration

Follow the instructions below to add or remove an expiration:

1. In the merchant portal, select Customers and click Customers from the dropdown.
2. Search for and select the customer.
3. Hover over the subscription product to open the Actions menu and select Edit frequency.
4. Enable or disable the Set the subscription to expire after a set number of charges checkbox.
5. Click Save.
6. If a subscription has expired, you must also reactivate it.

Adjusting the expiration setting in bulk

You can use the Bulk Managing Subscriptions tool to update the subscription expiration. To process this type of update you will need to complete the Importing Subscriptions template with:

• subscription_id
• expire_after_specific_number_of_charges

To make an update using the Import tool: 

1. Use the Export Builder to download the Subscriptions - All or Subscriptions - Active export. 
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 update subscriptions with the Import tool documentation to complete the update.