Embedded Files
Moving or Pausing a Subscription
Moving or Pausing a Subscription
If the customer specifies a new billing date, update their subscription to that date.
If the customer does not provide a date, confirm with them before making changes.
Customer Portal Access
Customer Portal Access
If the customer needs to update their payment method or manage their subscription directly:
Send Customer Portal Login Email
In SamCart or Recharge, send the customer a login email to access their portal.
Customer Portal Capabilities
Customer Portal Capabilities
Samcart
Cancel Subscription
Update payment method
Recharge
Update payment method
Manage subscription (cancel and move billing date)
Adjust billing date
Update shipping address
Update Payment Method
Update Payment Method
Samcart
Provide customer access to the Customer Portal by clicking the “Send Card Update Email” button that can be found on the Samcart subscription page of the customer.
Send the macro Subscription::Update Subscription Payment Method to guide the customer on how to update their payment method.
Recharge
Send the update payment method link on Recharge.
Subscription Confirmation
Subscription Confirmation
No Active Subscription / No Subscription to Cancel
No Active Subscription / No Subscription to Cancel
Use the [Subscription] No Active Subscription / No Subscription to Cancel macro to confirm that there are no active subscriptions and assure the customer that their recent purchase is a one-time order without recurring charges.
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