Managing subscriptions

After you have a subscription app installed and set up in your store, you might need to search your orders or customers to manage information about upcoming orders, or payment information.

您可以使用订阅状态滤波器your customers to find active, paused, canceled, and expired subscriptions. You can also use the subscription status filter to search for and update a customer's saved payment information if their payment method is expired or if they want to add a new one.

Offering a subscription product means your customers have orders that repeat on a recurring basis. You can sort and manage your orders, update your customers' subscription information, and manage scheduled fulfillments in your Shopify admin.

Managing customers

When you offer subscriptions to your customers, you might need to search, sort, and edit your customer profiles. For example, You can filter your customers byFailed paymentto check if any customers need to update their payment information to continue their subscription.

Subscription statuses

• Active product subscription
• Paused product subscription
• Canceled product subscription
• Expired product subscription
• Never subscribed
• Failed payment

Filtering the customer list

You can sort your customer list by subscription status.

Steps:

1. From your Shopify admin, clickCustomers.

2. In the filter section, clickMore filters>Product subscriptions.

3. Select the subscription status that you would like to filter your customers with.

4. Optional: If you want to clear your filter selection, then clickClear.

View your customers' subscriptions

When a customer purchases a subscription product, their subscription information is displayed in their customer profile. You can view the products that a customer has subscribed to and when their next order is scheduled for in theActive subscriptionssection.

Steps:

1. From your Shopify admin, clickCustomers.

2. Click the customer you want to view subscription information for.

3. In theActive product subscriptionssection, click the information that you want to view:

   • To go to the subscription order that the customer placed, clickView order.
   • To go to the subscription information in your subscription app, clickView subscription.

Managing your customers' payment methods

如果you sell subscription products and need a customer to update their payment information because of a failed payment, then you can update your customer's profile in the Shopify admin.

1. From your Shopify admin, go toCustomers.

2. Click the customer name.

3. In thePayment methodssection, clickMore actions.

4. 如果you want your customer to update their payment information themselves, then do the following:

   1. ClickSend link to update payment method.
   2. Select the email address that you want to send the email from.
   3. ClickSend email.

5. For some payment methods, if you want to update your customer's payment method manually, then do the following:

   1. ClickReplace payment method.
   2. Complete theReplace payment methodform.
   3. ClickConfirm.

6. 如果you want to remove your customer's payment method, then clickDelete payment method.

Customers might be asked to confirm their payment method for additional security. Your customer's bank can challenge recurring billing attempts, which means your customer needs to manually confirm their purchase and payment method.

If a customer needs to confirm their payment method for an order, then Shopify sends your customer an email which includes a link to your store to confirm the payment.

Managing orders

You can manage pay-per-delivery orders and prepaid subscription orders from your Shopify admin.

Pay-per-delivery orders have only one subscription item per order. At regular intervals, new pay-per-delivery orders are created by your subscription app, and appear on yourOrderslist. Pay-per-delivery orders aremanagedandfulfilledthe same as non-subscription orders.

Prepaid subscription orders are paid for in advance but have scheduled fulfillments over a period of time. Prepaid subscription orders have aScheduledstatus until the fulfillment date is reached. When the fulfillment date is reached, the order status updates toUnfulfilledand you can then fulfill the order. The order's status then changes back toScheduleduntil the next fulfillment date is reached and the cycle begins again. When an order has aScheduledstatus, you can track the order on yourOrderspage, but no action is required.

On the order, you can review all items for the prepaid subscription orders, sorted intoFulfilled,Unfulfilled, andScheduledfulfillment cards. The next scheduled fulfillment for the order is listed in theScheduledfulfillment card. ClickView all fulfillments显示所有计划的实现。

Filtering and sorting your prepaid subscription orders

You can filter yourOrderspage by theScheduledfulfillment status to display upcoming fulfillment work that doesn't require immediate action.

To display prepaid subscription orders that are ready to be fulfilled, filter yourOrderspage by theUnfulfilledstatus. By default, theOrderspage is sorted by date. This means that prepaid subscription orders that are ready to be fulfilled might drop to the bottom of your list of unfulfilled orders. To display these orders, you can sort yourOrderspage by oldest date.

Steps:

1. From your Shopify admin, clickOrders.

2. ClickFulfillment status, and then selectUnfulfilled.

3. ClickSort.

4. SelectDate (oldest first).

Editing prepaid subscription orders

You canedit an orderthat contains a scheduled fulfillment item to add and remove non-scheduled items, but you can't edit items with scheduled fulfillments. For example, if an order contains a subscription product and a product without a subscription, then you can edit the product without a subscription but you can't edit the subscription product.

You can't duplicate a prepaid subscription order.

Canceling and refunding prepaid subscription orders

You can取消a prepaid subscription order that has not yet been fulfilled. If any scheduled items have been fulfilled, then you can't cancel the order, but you can issuefull and partial refundsfor fulfilled and scheduled items.

如果your customer cancels an order, then you might still need to refund the order manually. A message appears on an order when this happens.

When you refund an order from theOrderspage, you might need to cancel the order in your subscription app as well.

Reserving inventory

Inventory for each prepaid subscription order cycle is reserved when the fulfillment date is reached. The entire subscription order is not reserved when the order is created. To reserve inventory for a scheduled fulfillment before the fulfillment date, you canfulfill a scheduled order early.

Fulfilling a prepaid subscription order

When a scheduled order reaches its fulfillment date, the status of the order updates toUnfulfilledand you canfulfill the order.

Fulfilling a prepaid subscription order early

You can't reschedule scheduled fulfillments, but you can choose to fulfill an order early.

Steps:

1. From your Shopify admin, clickOrders.

2. Select the order that you want to fulfill early.

3. In theScheduledsection, clickFulfill early.

4. Review the order fulfillment information, and then clickMark as unfulfilled. The order status is updated toUnfulfilledand you canfulfillthe items.