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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 : ** Go to this customer's details page. Click on the current billing date. 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: Go to the order details page. Once on the order details page, click on the pencil icon next the renewal date. Choose a new date in the future. ![](https://storage.crisp.chat/users/
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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
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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" button 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 "Client portal" section. This is accessible to all users who have activated the "Business" or "Enterprise" plan.
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How to suspend the renewals of a subscription ?
The renewal of the subscription is fixed at the anniversary date of the subscription. Example : For a monthly subscription subscribed on March 15, 2019, the first renewal will take place on April 15, 2019. On the anniversary date of the subscription: the subscription is renewed : the amount of the subscription is added to the customer's balance. the customer is invoiced : the amount
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How to configure your subscriptions suspension rules ?
By default, the rules for suspending your customers' subscriptions are as follows. Your customer's subscription will be suspended if : this customer has an unpaid invoice for more than 30 days. 📝 It is possible to modify the suspension rules. Arrange an appointment with one of our experts to learn more. You can define : the number of days an invoice can remain unpaid before the subscription is sus
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