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Subscription Management
Start selling subscription effectively and automatically.
How do subscription renewals work ?
Subscriptions are automatically renewed according to the terms you established when you created the subscription offer : The initial order First payment always happens at the initial order (the registration of your customer to the subscription offer). Subscription renewal Renewal of the subscription is fixed at the anniversary date of the subscription. Example : For a monthly subscription subscribed on March 1
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How to change the customer's billing date ?
When you change a customer's billing date, you shift the date on which the total amount of the customer's balance will be billed. To change a customer's billing date : 1. Go to this customer's details page. 2. Click on the current billing date. 3. Choose a new date in the future. ![](https://storage.crisp.chat/users/helpdesk/website/6aa178af99f4c400
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How to change the renewal date of a subscription ?
When you change the subscription renewal date, you postpone the date on which the subscription amount will be pushed to the customer's balance. To change the renewal date of a subscription: 1. Go to the order details page. 2. In the 'Actions' section, click on 'Change renewal date'. 3. Click on the current renewal date. 4. Choose a new date in the future. ![](https://storage.
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How to retry a withdrawal manually?
If the withdrawal has failed due to "insufficient funds", a new attempt will be made automatically every 24 hours. **If the credit card is marked
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What to do in case of an invalid payment method?
Several possible cases: Loss or Opposition on the credit card, Rejection of the customer's bank, Expired credit card, Insufficient funds, ... Other less common reasons are possible. To be able to withdraw your customer again, his payment method must be updated to make it valid again. Here's how to do it: 1- Go to the concerned customer's record **
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How to register an external payment to Payfacile?
To do this, simply click on the button "Save manual payment" under the payment status in the payment list of the concerned customer. You will have the choice between: Check Transfer Cash
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How to terminate a subscription?
Here's how to terminate your customers' subscriptions on Payfacile: Go to the order record of the concerned order from the "Orders" section. Then click on the "Terminate subscription" button in the "Actions" window and confirm.
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How to hide the 'Terminate' button ?
If you do not want to allow your customers to terminate their subscriptions themselves, you can hide the "Terminate" button from your subscribers' private portals. A switch is available in the Settings section. This is accessible to all users who have activated the "Business" or "Enterprise" plan. 