Change billing and delivery schedule
With Loop Subscriptions, you get the most powerful subscription editor allowing you to make any type of changes in an existing subscription whether it is related to product, billing, shipping or payment.
In this guide, we will be discussing in detail how to make billing and delivery changes and hope to resolve all your queries related to it.
List of billing and delivery related changes available
Accessing subscription detail page
Change the delivery frequency
Change the billing behaviour
Add/remove or modify anchor day
Change minimum and maximum billing cycles
Need help?
In order to modify a subscription, you would need to access its detail page. For that, you would first need to go to the Subscriptions page.
You can enter either the subscription ID or the customer name to search for the subscription you want to edit.
Once you got the subscription you want to modify, just click on the subscription ID link shown in the first column and it will take you to the subscription detail page.
Step1: Click on the Edit link at the top-right corner of the Billing Policy card.
Step2: In the Edit Billing Details popup, you will find the Delivery Every field. Change the interval count and type as per your requirements and click on Save button. That's it, the new delivery interval will be updated on the subscription.
Sometimes, it may happen that you want to convert a prepaid subscription to a non-prepaid subscription or vice-versa. Or you might want to change the number of deliveries to be charged upfront. For all such use-cases, you just need to change the billing behaviour of the subscription as explained below.
Step1: Click on the Edit link at the top-right corner of the Billing Policy card.
Step2: In the Edit Billing Details popup, you will find the Billing Every field. For a regular subscription, this value will be equal to "1 delivery" meaning that the customer will be charged per delivery. You can edit the number of deliveries you want to charge and click on the Save button to update the subscription.
Previous orders which are already charged and scheduled for delivery will not be affected by this change.
Anchor days allow you to configure same-day billing for your subscriptions irrespective of the date they are started.
Step1: Click on the Edit link at the top-right corner of the Billing Policy card.
Step2: In the Edit Billing Details popup, you will find the Anchor Day field. If there was no anchor day configured before, it will come as "Disabled". Click on the dropdown field and choose the appropriate option as per your requirement.
Anchor days are defined according to the delivery frequency type
For daily deliveries, anchor day is not supported.
For weekly deliveries, you can configure what day of the week (Monday, Tuesday etc) you will be charging the customer.
For monthly deliveries, you can configure what date of the month (1st of the month, 2nd of the month etc.) you will be charging the customer.
For yearly deliveries, you can configure what date and month of the year (1st of May, 2nd of Aug etc) you will be charging the customer.
As you click on the Save button, the anchor day setting will be added on the subscription and the next upcoming billing date will be recalculated on the basis of the anchor day configured.
Click on the Anchor Day dropdown in the Edit Billing Details popup and choose the option "Disabled". And then click on the Save button, the anchor will be removed from the subscription and the next upcoming billing date will be recalculated as per the start date of the subscription.
Minimum and maximum billing cycles settings allow you to control the billing cancellation and completion behavior.
While minimum billing cycles setting prevents customers from cancelling the subscriptions before a specific number of payments, maximum billing cycles comes handy when you want to automatically expire the subscription after certain number of payments.
To change these settings for an existing subscription, follow these simple steps
Step1: Click on the Edit link at the top-right corner of the Billing Policy card.
Step2: In the Edit Billing Details popup, click on the Minimum Billing Cycles and Maximum Billing Cycles fields and choose the appropriate option. As you click on the Save button, the configured settings will be applied on the subscription.
Note: The initial order is counted in the number of payments calculation. So, if you set the min billing cycles value as '1', then it would mean that the customer can cancel as soon as they purchase the subscription from the checkout.
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
In this guide, we will be discussing in detail how to make billing and delivery changes and hope to resolve all your queries related to it.
List of billing and delivery related changes available
Accessing subscription detail page
Change the delivery frequency
Change the billing behaviour
Add/remove or modify anchor day
Change minimum and maximum billing cycles
Need help?
How to access the subscription detail page?
In order to modify a subscription, you would need to access its detail page. For that, you would first need to go to the Subscriptions page.
You can enter either the subscription ID or the customer name to search for the subscription you want to edit.
Once you got the subscription you want to modify, just click on the subscription ID link shown in the first column and it will take you to the subscription detail page.
How to change the delivery frequency of an existing subscription?
Step1: Click on the Edit link at the top-right corner of the Billing Policy card.
Step2: In the Edit Billing Details popup, you will find the Delivery Every field. Change the interval count and type as per your requirements and click on Save button. That's it, the new delivery interval will be updated on the subscription.
How to change the billing behaviour of an existing subscription?
Sometimes, it may happen that you want to convert a prepaid subscription to a non-prepaid subscription or vice-versa. Or you might want to change the number of deliveries to be charged upfront. For all such use-cases, you just need to change the billing behaviour of the subscription as explained below.
Step1: Click on the Edit link at the top-right corner of the Billing Policy card.
Step2: In the Edit Billing Details popup, you will find the Billing Every field. For a regular subscription, this value will be equal to "1 delivery" meaning that the customer will be charged per delivery. You can edit the number of deliveries you want to charge and click on the Save button to update the subscription.
Previous orders which are already charged and scheduled for delivery will not be affected by this change.
How to add/remove or modify the anchor day of an existing subscription?
Anchor days allow you to configure same-day billing for your subscriptions irrespective of the date they are started.
Adding or modifying an anchor for an existing subscription
Step1: Click on the Edit link at the top-right corner of the Billing Policy card.
Step2: In the Edit Billing Details popup, you will find the Anchor Day field. If there was no anchor day configured before, it will come as "Disabled". Click on the dropdown field and choose the appropriate option as per your requirement.
Anchor days are defined according to the delivery frequency type
For daily deliveries, anchor day is not supported.
For weekly deliveries, you can configure what day of the week (Monday, Tuesday etc) you will be charging the customer. For monthly deliveries, you can configure what date of the month (1st of the month, 2nd of the month etc.) you will be charging the customer. For yearly deliveries, you can configure what date and month of the year (1st of May, 2nd of Aug etc) you will be charging the customer.As you click on the Save button, the anchor day setting will be added on the subscription and the next upcoming billing date will be recalculated on the basis of the anchor day configured.
Removing an anchor for an existing subscription
Click on the Anchor Day dropdown in the Edit Billing Details popup and choose the option "Disabled". And then click on the Save button, the anchor will be removed from the subscription and the next upcoming billing date will be recalculated as per the start date of the subscription.
Change minimum and maximum billing cycles of an existing subscription
Minimum and maximum billing cycles settings allow you to control the billing cancellation and completion behavior.
While minimum billing cycles setting prevents customers from cancelling the subscriptions before a specific number of payments, maximum billing cycles comes handy when you want to automatically expire the subscription after certain number of payments.
To change these settings for an existing subscription, follow these simple steps
Step1: Click on the Edit link at the top-right corner of the Billing Policy card.
Step2: In the Edit Billing Details popup, click on the Minimum Billing Cycles and Maximum Billing Cycles fields and choose the appropriate option. As you click on the Save button, the configured settings will be applied on the subscription.
Note: The initial order is counted in the number of payments calculation. So, if you set the min billing cycles value as '1', then it would mean that the customer can cancel as soon as they purchase the subscription from the checkout.Still Need help?
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
Updated on: 04/07/2024
Thank you!