With our new Shopify integration, you can sort and filter customers based on their subscription status directly from the Shopify customers page.

Managing Subscription Customers

  • You can filter by active, paused, canceled, and expired subscriptions.
  • You can show failed payments and see which customers are in the dunning process or need to update their card on file.

From the PayWhirl app you can also view your subscriptions and their various statuses from the Subscriptions tab:

Once you have found a subscription customer, you can click on their name to view their related page in Shopify with their account status, subscription details, and saved payment methods:

Managing subscriptions

If you view a customer or a subscription order in Shopify, you will find links that will take you to the subscription details page in the PayWhirl app. For example, when viewing a customer in Shopify you can click the View Subscription link under a customer's active product subscriptions.

On the subscription details page, you can view the customer's subscription in more detail and make changes as need.

Canceling Subscriptions

The red Cancel button will cancel the subscription immediately and prevent it from billing the customer again. Please note this can not be undone and the customer will need to sign up again if canceled by mistake.

Pausing Subscriptions

The Pause subscription option is located under the subscription ID heading and will suspend the automatic billing until you, or the customer resumes it. If you resume the subscription before their next order date, the subscription will retain the original billing cycle. Everything will continue as if it was never paused.

If the subscription is resumed after the next order date, the subscription will bill the customer immediately and their billing cycle will now be based on the new date.

Editing Subscription Line Items

During the course of a subscription, you may need to adjust the quantity, price, shipping rate, or even the items the customer has in their subscription.

Clicking the pencil icon will allow you to make changes to an existing line item. In the popup, you can edit the line item price, quantity or select a new product entirely.

Note: The price displayed will include any subscription discounts that are configured for the related plan, but you can edit the price as needed.

You can change the product by clicking Select will bring up a product search and allow you to switch out the product:

Once you have completed the changes you want to make, click Save and your changes will be applied to the customer's next payment when the subscription processes.

Adding items to existing subscriptions

Adding a new line item works similarly. Once you click Add you can select the product you want, edit the price and quantity, if needed, then click Save.

After saving you'll see the newly added line item on the subscription and you can edit further if neccesary.

Adjusting Subscription Shipping Fees

Adjusting subscription line items will not automatically recalculate the shipping. With that in mind, you may need to adjust the shipping accordingly. Clicking the pencil icon next to the shipping price will allow you to modify the recurring shipping price for the subscription. You can also set the price to zero to give the customer free shipping.

Adjusting Customer Billing Cycles

The edit option next to the payment schedule will allow you to adjust the billing cycle, billing interval, and installments for the customer's subscription.

Please note that changing the min/max fulfillments will not reset the customer's processed installment count. The installment count is based on the number of orders that have already been processed for that subscription. You can view the current installment count in the Overview section on the subscription details page.

Billing Installments Early

The Charge now option in the Payments section is used to bill the customer's upcoming payment early. Clicking charge now will process the next payment immediately and generate the related order in Shopify.

Billing an installment early will update the customer's next automatic billing date.

For example, if a customer was on a monthly billing plan and set to be charged on February 1st. If you click charge now, the order for February 1st will be processed early, so their next order date will be updated to March 1st. If you don't want that behavior and want the plan to bill again in February, you will need to adjust the customer's payment schedule back to February 1st.

Adjusting a customer's shipping address

You can change a customer's shipping address associated with their subscription by clicking Edit in the shipping address section and updating as necessary. The updated address will be used for all future orders the subscription generates.

Note: If the customer is subscribed to multiple subscriptions, editing the address on one subscription will NOT update the others. You will need to edit the address for all of their active subscriptions in that case.

How customers manage their own subscriptions

Customers can manage their own subscriptions on Shopify if you install our customer portal in your theme. However, they will need to have a Shopify customer account. If they don't have an account you can send them an invite request from the customer details page in Shopify.

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If you have any questions, please reach out to our support team. We're happy to help.

Sincerely,

Team PayWhirl

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