Editing and Removing Recurring Plans

Sometimes it may be necessary to cancel or suspend a plan for your customers. Plans in PayHQ can be edited or cancelled on a per customer basis or deleted for all subscribers of the plan at once. 

To edit a recurring plan:

  1. From the navigation panel, go to “Recurring Billing”.

  1. Search for a plan to edit using the search bar at the top of the page or scroll through your list of plans.
  2. Click the “Edit” button under the Actions column of the plan.

  1. You can edit the same options as when you first created the plan: plan name, billing frequency, and plan amount. 

  2. Once you've made your changes, click on “Update Plan” and all of your changes will be applied to both old and new subscribers.


To delete a plan and remove all subscribers:  

  1. Locate the plan you wish to delete in “Recurring Billing” and click the "Delete" button in the Actions column.
  2. A window will pop up to confirm the deletion. Once a plan is deleted all customers are removed from the plan, and the list of subscribers cannot be recovered.
  3. Type DELETE into the field and click “Delete Plan” to permanently remove the plan. 

To edit a customer's subscription:

  1. From the navigation panel, click “Customer Vault”.

  1. Find the customer whose plan needs editing by typing their name into the search bar at the top or manually scrolling to find them.
  2. Once you've found your customer, click their name to access their profile.
  3. Click “Edit Subscription”.

  1. From this screen, you can change the credit card and the email the electronic receipts will be sent to.

To cancel a customer's subscription:

  1. From the navigation panel, go to “Customer Vault”.
  2. Find the customer whose plan needs editing by entering their name into the search bar at the top or scrolling to find them.
  3. Click “Cancel Plan” to end the subscription.

 

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