# Subscription Management 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](#change-billing-date) - [Cancel Subscription](#cancel-subscription) - [Resume Cancelled Subscription](#resume-cancelled-subscription) - [Change/Swap Subscription Plan](#changeswap-subscription-plan) - [Early Renewal](#early-renewal) - [Make a Payment](#make-a-payment) - [Edit Discounts](#edit-discounts) - [Update Card on File](#update-card-on-file) - [Retry Failed Payment](#retry-failed-payment) - [Refunding a Payment](#refunding-a-payment) - [Send Payment Receipt](#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. **Skip Automations** If you are canceling a subscription and have [Subscription Canceled automation](https://university.spiffy.co/automation/billing-automation/subscription-canceled.md) in place that you don’t want to run (eg: sending a notification email to your customer), use the **Cancel** **Immediate** option and turn on the **Skip** **Automations** toggle. This will stop all Subscription Canceled automation tied to that event, so if you have other automation that needs to run (like removing access to a program or membership) this step will need to be done manually within your connected integrations. ## 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 Settings,** you can **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. If a discount or promo code was applied to the original subscription, you can use the **Keep Discount** toggle to decide if this will be applied to the new subscription plan or not. ## Early Renewal If your customer needs to renew their subscription early, you can do this with the **Early Renewal** option. This could be used for annual subscriptions when your customer wants their payment to fall within a certain fiscal or tax year, for example. **Important**: If the payment method needs to be changed, make sure to [update the card on file](https://university.spiffy.co/order-management/update-card-on-file.md) before attempting Early Renewal. Early Renewal will attempt to charge a payment immediately and a full billing cycle will be added to the end of the current cycle. Future auto-renewals of the subscription will be on the usual next billing date. _(Example: If an annual subscription normally renews on Jan 30th, Early Renewal would charge the next billing cycle immediately and the next billing cycle year would be skipped. Future auto-renewals would still be on Jan 30th of each 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. If the payment fails, you will receive an error message and no changes will be made to the subscription. 3DS is not supported for Early Renewal. Any general payment errors can be addressed by updating the card on file for the customer, and then re-attempting Early Renewal. ## Make a Payment This option allows you to run an additional charge that is separate from the recurring payments. This is useful if your customer needs to change their card after a payment has already been made. You can refund the payment on the original card and then charge the new card using **Make a Payment**. Input the amount to be charged and add notes explaining the additional payment. ## Edit Discounts ### Apply Discount To add a discount or promo code to an existing subscription, use **Apply Discount**. Select the promo code to be applied from the drop-down menu and select **Apply**. The discount will apply to future billing cycles. ### Change Discount To change what discount or promo code is applied to an existing subscription, use **Change Discount**. Select the promo code to change to from the drop-down menu and select **Change**. The new discount will apply to future billing cycles. ### Remove Discount To remove a discount or promo code from an existing subscription, use **Remove Discount**. Full price billing will start on the next billing cycle. ## 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](https://university.spiffy.co/order-management/update-card-on-file.md). ## 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](https://university.spiffy.co/order-management/retry-failed-payment.md). ## 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](https://university.spiffy.co/order-management/refunds.md). ## 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](https://university.spiffy.co/order-management/receipts.md).