VipterHelp Center
Sales

Pause, cancel, reactivate and change plans

Change a subscription from the dashboard and see what each action does to the charges, the access and the notices to the subscriber.

Any roleAll plans

On a subscription's page, you change the plan, pause, resume, cancel and reactivate without leaving Vipter. The change takes effect right away on the payment platform and goes into the subscription's timeline. When the status or the plan changes, the store's integrations get the notice. The subscriber can also change the card, change the plan and cancel through the customer portal. See Change card or plan, or cancel the subscription.

Before you start

  • Any project role, including Sales.
  • To change plans: the subscription's product must be in a product family with at least one other active subscription offer. See Families and plan changes.

Where the actions are

  1. Open SalesSubscriptions and click the subscription.
  2. The actions sit at the top of the page. The most used ones show as buttons, and the others are in the More actions menu (the "⋯" button).
Top of a subscription's page with the Change plan and Charge extra amount buttons and the more actions menu open
Provisional illustration: the real screen may differ slightly. The final screenshot is coming soon.

Each action only shows when it makes sense for the current status:

ActionWhereShows when the subscription is
Change planButtonActive, Trialing or Dunning, and there is another plan in the family
Charge extra amount…ButtonActive, Trialing or Dunning, with a saved card. See Extra charge on a subscription
PauseMenuActive
ResumeButtonPaused
Cancel subscriptionMenuActive, Trialing or Dunning, with no scheduled cancellation
ReactivateButtonWith a scheduled cancellation, Cancelled or Expired
ResyncMenuAlways

After each action, the dashboard shows Done. and the page refreshes.

Change plans

Use it for an upgrade or downgrade between plans in the same family, for example from a basic monthly plan to a full one.

  1. Click Change plan.
  2. In New offer, pick the new plan. The list shows the active offers of the products in the same family, except the current one.
  3. Click Change plan.
Change plan dialog with the New offer list and the confirm button
Provisional illustration: the real screen may differ slightly. The final screenshot is coming soon.

The plan changes right away. What the subscriber pays for the change follows the family's Plan change billing rule, the same for every change between its plans:

Family ruleWhat happens
At next renewalThe plan changes right away, and the new amount is only charged on the next renewal.
Prorated difference nowThe plan changes right away, and the difference in proportion to what is left of the cycle is charged or credited.
Full price nowThe plan changes right away, and the new plan's full amount is charged right away.

The timeline records Moved to a higher plan when the new amount is equal to or higher than the previous one, and Moved to a lower plan when it is lower. If the Plan changed e-mail is on, the subscriber gets the notice.

Pause and resume

Pausing suspends the charges without ending the subscription. It is useful, for example, for a break agreed with the subscriber.

  1. In the More actions menu, click Pause.
  2. If you want, write the Reason.
  3. Click Pause in the dialog.

The subscription becomes Paused and stops being charged. Access to the member areas continues while it is paused.

To start charging again, click Resume and confirm. Charges resume on the next cycle.

Cancel

  1. In the More actions menu, click Cancel subscription.
  2. Choose when the subscription ends and, if you want, write the reason:
Cancellation dialog with the at period end and immediately options, the Reason field and the Confirm cancellation button
Provisional illustration: the real screen may differ slightly. The final screenshot is coming soon.
  1. Cancel at the end of the current period: the option that comes selected. The subscriber keeps access until the end of the cycle they already paid for and is not charged again.
  2. Cancel immediately: the subscription ends now.
  3. Reason: optional. It shows on the subscription's page, below Cancelled.
  4. Click Confirm cancellation.

What happens in each case:

Cancel at the end of the current periodCancel immediately
StatusStays as it is, with the Cancels at period end banner and the dateCancelled
Next chargesNoneNone
Member areaAccess until the end of the periodAccess removed now
Subscription cancelled e-mailAt the end of the periodNow

Canceling does not return money. To refund a charge, open its order. See Refund, capture and void.

Reactivate

Reactivate shows in two cases:

  • Scheduled cancellation: it undoes the schedule. The subscription carries on as usual and renews on its usual date.
  • Cancelled or Expired subscription: the subscription becomes valid again, access to the member areas is restored and the subscriber is charged again on the billing cycle.

Click Reactivate and confirm. The timeline records Reactivated.

Resync

Resync fetches the subscription's current state from the payment platform and updates the page. It changes nothing in the subscription. Use it when the status or the next charge looks out of date.

Common problems

  • The action buttons don't show

    The store is suspended, or the subscription is a sample record in the demo store. In both cases, the page only shows the data.

  • The Change plan button does not show

    The product is not in a family, the family has no other active subscription offer, or the subscription is not Active, Trialing or Dunning. Set it up in Families and plan changes.

  • An error message shows after confirming

    The payment platform rejected the change, and the message says why. Nothing was changed. Use Resync to check the current state before trying again.

What to do next

On this page