Modifying Recurring/Scheduled Payments

Available Actions:

Navigate to Recurring tab to see all active subscriptions:

1. Skip Next Run:

• Select a subscriber
• Click Skip button
• The next scheduled charge is skipped
• Useful scenarios:
  • Customer is on vacation
  • Merchant wants to give a free month
  • Payment dispute needs resolution
  • Account is being reviewed
• Subsequent charges resume as scheduled

2. Pause Subscription:

• Puts the subscription on indefinite hold
• No charges process while paused
• Customer data remains in system
• Can be resumed at any time
• Does NOT delete the subscription record
• Useful for:
  • Seasonal services (lawn care in winter)
  • Customer financial hardship
  • Service suspension requests

3. Update Payment Method:

When a customer’s card declines and they provide a new card:

CORRECT METHOD (preserves history):

1. Navigate to Customers tab
2. Find and select the customer
3. Go to Wallet tab
4. Click Add Payment Method
5. Enter the new card information
6. Save the new card
7. Go back to Recurring tab
8. Find the subscription
9. Click Edit or Update
10. Change the payment method to the new card in the dropdown
11. Save

INCORRECT METHOD (don’t do this):

• Don’t delete and recreate the subscription
• This erases billing history
• This resets billing cycle dates
• This creates accounting confusion

4. Update Amount:

• Edit the subscription
• Change the recurring amount
• Useful for:
  • Price increases
  • Plan upgrades/downgrades
  • Promotional rate expirations

5. Change Schedule:

• Edit the subscription
• Modify frequency (monthly to quarterly)
• Adjust billing dates
• Change end date/occurrence count

6. Cancel/Delete:

• Permanently stops the subscription
• Use this when:
  • Customer cancels service
  • Account is closed
  • Switching to different billing method