Once your store is on the Migrated Shopify Checkout Integration and Shopify Checkout Integration, how you perform certain customer management tasks (i.e. updating payment and billing information, updating or adding new shipping addresses, or performing refunds), will change .

This guide takes you through how to manage your customers on the Migrated Shopify Checkout Integration and the Shopify Checkout Integration.

Before you start

• This guide refers to managing customers on the Migrated Shopify Checkout Integration and Shopify Checkout Integration. See Converting from the Recharge Checkout on Shopify to the Shopify Checkout Integration to learn more about store conversion or migration requests and feature compatibility. 
• Once your store conversion is complete, your Recharge checkout platform is either the Migrated Shopify Checkout Integration or Shopify Checkout Integration based on the conversion stage. See Shopify Checkout Integration technical details and requirements to learn more about the platform types during the conversion process.

Customer management on the Migrated Shopify Checkout Integration

Once you complete the Shopify Checkout storefront and store settings conversion, your store will be on the Migrated Shopify Checkout Integration and how you perform certain customer management tasks (for example, updating billing information or performing refunds) will differ based on the subscriber’s initial subscription date. Stores that convert or migrate can have the following types of subscribers:

1. Existing, active subscribers that purchased subscriptions prior to your store’s conversion or migration.
2. New subscribers that purchased a subscription after your store’s conversion or migration (via the Shopify Checkout).
3. A combination of both – Existing, active subscribers that purchased subscriptions prior to the conversion or migration, and subsequently purchased a new additional subscription after the conversion or migration, via the Shopify Checkout. Due to the combination of subscriptions, these customers are considered “mixed subscribers.”

UPDATE PAYMENT AND BILLING INFORMATION

Updating payment and billing information and performing refunds will differ based on the type of customer which is based on their initial subscription date. 

1. Existing, active subscribers that purchased subscriptions prior to your store’s conversion or migration, via the Recharge checkout.

These subscribers can update their payment and billing information in their customer portal. See Instructions for your customers – Update billing information . You can update payment and billing information within the merchant portal. See Updating billing information for a customer .

2. New subscribers that purchased subscriptions after your store’s conversion or migration, via the Shopify Checkout.

These subscribers can update their payment and billing information via their customer portal, by clicking the Send email to update button, which triggers an email from Shopify. See Update billing information – Customer portal . You can also click the Send email to update button from the merchant portal. See Update billing information - Merchant portal .

3. Existing, active subscribers that purchased subscriptions prior to the conversion or migration, and subsequently purchased a new additional subscription after the conversion or migration, via the Shopify Checkout.

Subscriptions prior to the conversion or migration will be updated directly on the customer portal. See Instructions for your customers – Update billing information . Subscriptions purchased after the conversion, via the Shopify Checkout, will update by clicking the Send email to update button. This button triggers an email from Shopify. See Update billing information – Customer portal .

REFUNDS

Processing refunds will differ based on the type of customer which is based on their initial subscription date. For simplicity’s sake as well as to avoid any confusion, we recommend initiating all refunds related to subscription orders from Recharge rather than Shopify while on the Migrated Shopify Checkout Integration.

1. Existing, active subscribers that purchased subscriptions prior to your store’s conversion or migration, via the Recharge checkout.

Existing subscriptions that were purchased prior to your store’s conversion or migration, should be refunded within Recharge. All refunds for this customer type must be processed in Recharge to ensure the customer receives their refund. See Issuing a refund in Recharge. 

2. New subscribers that purchased subscriptions after your store’s conversion or migration, via the Shopify Checkout.

New subscriptions that were purchased after your store’s conversion or migration, can be refunded within Shopify or Recharge. See Issuing a refund with the Shopify Checkout Integration. 

3. Existing, active subscribers that purchased subscriptions prior to the conversion or migration, and subsequently purchased a new additional subscription after the conversion or migration, via the Shopify Checkout.

Existing subscriptions that were purchased prior to your store’s conversion or migration, should be refunded within Recharge. See Issuing a refund in Recharge. New subscriptions that were purchased after your store’s conversion or migration, can be refunded within Shopify or Recharge. See Issuing a refund with the Shopify Checkout Integration.

Customer management on the Shopify Checkout Integration

Once you complete the Shopify Checkout existing subscriber migration (optional), your store will be on the Shopify Checkout Integration and how you perform certain customer management tasks (for example, updating billing information or performing refunds) will differ compared to the Recharge Checkout on Shopify and the Migrated Shopify Checkout Integration.

UPDATE PAYMENT AND BILLING INFORMATION

All subscribers can update their payment and billing information via their customer portal, by clicking the Send email to update button, which triggers an email from Shopify. See Update billing information – Customer portal. You can also click the Send email to update button from the merchant portal. See Update billing information - Merchant portal.

REFUNDS

All refunds for subscription orders can be initiated within Shopify or Recharge, although all refunds are processed by Shopify. See Issuing a refund with the Shopify Checkout Integration.