Managing your clients' billing plans efficiently is essential for maintaining flexibility and ensuring a smooth experience. Whether you need to temporarily pause a subscription, cancel a plan, or reactivate a previously paused or canceled account, this guide walks you through the process. We’ll also cover what happens to your clients’ billing due dates after reactivation, so you can make informed decisions and provide clear answers to your customers.
Table of contents:
To start, make sure you have the following:
An approved merchant account application
A billing plan created and assigned to a client
How do I pause my client's billing plan?
Click on Clients.
Use the Table Search bar to locate your client.
Click on the Actions menu next to the client whose billing plan you want to pause.
Click on Plan Actions.
Click on Pause Plan.
Confirm the action by clicking on Pause.
How do I cancel my client's billing plan?
Click on Clients.
Use the Table Search bar to locate your client.
Click on the Actions menu next to the client whose billing plan you want to pause.
Click on Plan Actions.
Click on Cancel Plan.
Confirm the action by clicking on Cancel Plan.
How do I reactivate my client's paused plan?
Click on Clients.
Use the Table Search bar to locate your client.
Click on the Actions menu next to the client whose billing plan you want to pause.
Click on Plan Actions.
Click on Resume Plan.
Click on the Date field and select your client’s plan payment due date.
Click on Update Due Date.
How do I reactivate my client's canceled plan?
Click on Clients.
Use the Table Search bar to locate your client.
Click on the Actions menu next to the client whose billing plan you want to pause.
Click on Plan Actions.
To reactivate a plan, you can either Assign New Plan or Reactivate Plan.
When choosing Reactivate Plan, the plan that was active before canceling will be reactivated.
Click on Reactivate Plan.
The existing plan will be reactivated.
Or, click on Assign New Plan, select a new plan from the Plan Name dropdown, and click on Select Plan.
What happens to my clients’ billing plan/due date after I reactivate their paused or canceled plan?
Resuming a Paused Plan
When a recurring plan is resumed, the due date for the next invoice will be set as the date that the plan is resumed.
Reactivating a Canceled Plan
When reactivating a canceled plan, you can either assign a new plan or reactivate the plan. Reactivating the plan will reactivate the plan that was active before the cancellation, while assigning a new plan will prompt you to pick a new plan for your client.