The subscription and order details page provides information about your customers and their subscriptions, allowing you to view and edit subscription details directly in the customer portal.

This guide provides an overview of the Subscription and Order details pages. 

Watch a video

Order details page overview

The Order details page provides details on orders and charges. All of a customer's orders are grouped under the Order details section of the page.

You can use this section to view queued, processed, or errored charges, or get additional information about individual charges.

Navigate orders

To view processed orders:

1. From the merchant portal, select Customers and click Orders.
2. Locate the customer.
3. Click the Recharge order ID.

To refund a processed order:

1. From the merchant portal, select Customers and click Orders.
2. Locate the customer.
3. Click Refund and select Refund by amount or Refund by item.
4. Complete the refund form.

To cancel a processed order:

1. From the merchant portal, select Customers and click Orders.
2. Locate the customer.
3. Click the Recharge order ID.
4. Click the … on the Order details section and select Cancel order.
5. Complete the cancellation form.

Subscription Details page overview

The Subscription details page streamlines the subscription management experience:

• Subscription settings are consolidated into subsections for increased visibility, making it easy to manage subscriptions for customers

• Both Recent and Upcoming orders are available to provide easy access to the most relevant subscription orders

With the Subscription details page you can conveniently manage every aspect of the customer's order and subscription, including making changes to their address and updating payment methods.

Review and edit subscriptions

To edit a subscription:

1. From the merchant portal, select Customers and click Customers from the dropdown.
2. Select the customer.
3. Locate the subscription that needs editing, click Actions, and select Edit.
4. Edit the subscription using one of the following options:  
   • Click Reschedule next order to edit the next order date.
   • Click Edit frequency to adjust the frequency and expiry of the subscription.
   • Click Edit subscription product to adjust the product title, variant, price, or quantity.
   • Click Swap to swap to a different subscription product.
   • Click Move address to adjust the shipping address for that subscription or switch to another address on file for that customer.
   • Click Cancel subscription to cancel the subscription. 
   • Click Delete to delete the subscription.

See the Subscription details page quick reference guide for assistance with locating commons actions on the Order details page.

Prepaid subscriptions details page overview

The prepaid subscriptions details page streamlines prepaid subscription management. Prepaid orders are tagged with a prepaid tag for visibility. 

View a prepaid subscription

1. Click on a prepaid subscription to open the prepaid subscription details page. 
2. In the Upcoming orders section, orders that have already been paid for are marked as prepaid and have a Queued order status.
3. Orders tagged with Renewal are orders scheduled for the date a prepaid subscription cycle renews. 

• You can expand each upcoming order section to display charge details, add shipments, refund charges, reschedule orders, or add/remove variants. 

See the prepaid subscription details page quick reference guide for assistance with locating common actions on the Order details page.