Subscriptions
Editing Subscriptions
Learn how to make changes to existing subscriptions
1
Start Editing the Subscription
- Navigate to the Subscription Details page.
- Click the Edit button in the top-right corner of the subscription view to begin editing.
2
Add Products to the Subscription
- Scroll down to the Products section of the subscription.
- Click Add Product to open the product selection window.
- Search for the desired product and check the box next to the product name.
- Click Add Product(s) to add the selected product to the subscription.
3
Remove Products from the Subscription
- To remove a product, locate the product in the Products section.
- Click the Delete icon and confirm by clicking on Remove button next to the product.
- Confirm the removal if prompted.
4
Change Pricing and Pricing Models
You can adjust the Pricing for each product.
5
Save Edits
- When you make all necessary changes, click the Save Changes button at the top or bottom of the subscription page.
- Ensure that all edits are correctly reflected in the subscription summary.
6
Add a Note for Changes and Set Effective Date
- After saving, you may want to add a note explaining the changes made. This note will help track modifications for future reference.
- Set the Effective Date of the changes to ensure that they are applied at the appropriate time. This can be set to a future date if the change should not take effect immediately.