Subscription Management
Day-to-day operations for managing subscriptions.
3 articles
Set up payment recovery (Rescue Sequences)
Step by step, with screenshots — check that payment recovery is on, read the recovery figures, and create retry rules that retry failed renewals by decline reason and email the customer.
Get a subscriber's payment method updated
When a subscriber's card fails or is about to expire, send them Shopify's secure payment-update email from RecurX, or let them change the card themselves in the customer portal — and see what happens at the next charge.
Find and manage subscription orders
See every renewal a subscriber has paid, the orders coming up on the calendar, and the reports on skipped or failed renewals — and know where to skip, reschedule or charge an order.