Spiffy comes equipped with a number of powerful admin management features, like skipping payments, changing subscription plans, billing management, and cancellations.
Spiffy also includes some history on changes that may be made, over time, to give you a clear view of the customer’s subscription lifespan.
You can quickly access a subscription record from a customer record.
Navigate to a Customer Record, and click on a Subscription you need to manage.
Table of Contents
- Change Billing Date
- Cancel Subscription
- Resume Cancelled Subscription
- Change/Swap Subscription Plan
- Update Card on File
- Retry Failed Payment
- Refunding a Payment
- Send Payment Receipt
Change Billing Date
Change your customer’s next billing date for their subscription. You can easily accomplish this by clicking on the Change Billing Date option located in the customer’s Subscription Record.
Cancel Subscription
Cancel a subscription from within your customer’s Subscription Record. You will have the option to cancel at the end of their current billing cycle OR immediately.
Canceling Immediately will stop any failed payment auto-retries that may be scheduled.
Resume Cancelled Subscription
If you need to resume a subscription that has been canceled by you, your customer, or canceled due to payment failures, you can quickly accomplish this using our Resume Subscription feature.
You will be able to resume and charge immediately or select a billing date in the future to resume and charge the subscription. Note: selecting a billing date will limit you to a range based on the billing frequency of the subscription. (Example: If it is a monthly subscription, you would be able to select any date over the next month as the start date. A yearly subscription resume would let you select any date within the next year)
If you have taxes enabled, and your subscription is taxable, you will have the option to click the Recalculate Taxes toggle to include any tax based on your customer’s billing address.
Change/Swap Subscription Plan
In some instances, you may need to change your customer’s subscription plan. Oftentimes, this is needed when a customer requests to go from a monthly plan to an annual plan, or vice versa.
You can easily accomplish this from within your customer’s subscription record using the Change Subscription option.
You will be able to select a new plan, and decide if the change/charge should happen immediately, or at the end of their current billing cycle.
Under More Options, you will have the option to Add a Manual Adjustment. This would be used to instantly issue a pro-rated charge or refund of a set amount. This is an additional transaction, separate from the subscription change. This is often only used in very specific situations.
If you have taxes enabled, and your subscription is taxable, you will have the option to click the Recalculate Taxes toggle to include any tax based on your customer’s billing address.
Update Card on File
Need to update a card on a subscription? You can easily accomplish this from the Payment Details section of your customer’s subscription record. See our Update Card documentation.
Retry Failed Payment
Need to retry a failed payment on a subscription? You can easily accomplish this from the Payments section of your customer’s subscription record. See our Retry Failed Payment documentation.
Refunding a Payment
Need to refund a payment on a subscription? You can easily accomplish this from the Payments section of your customer’s subscription record. See our Refunds documentation.
Send Payment Receipt
Need to send a receipt to your customer? You can easily accomplish this from the Payments section of your customer’s subscription record. Click its options ‘. . .‘ and select Send Receipt and confirm. See our Receipts documentation.