How to cancel and add subscription orders

This article describes how to cancel and add costumers subscriptions

Cancel subscription

1. Find the Customer inside Admin by going to Customers and searching for customer name, phone number or SSN.

2. Press the customer to get into the customer profile.

3. Select the Subscriptions tab

4. Find the subscription you want to cancel, press the three dots and then select Cancel

Note: If you do not see the three dots or the Cancel option please contact us.


Add new subscription

1. Find the Customer inside Admin by going to Customers and searching for customer name, phone number or SSN.

2. Press the customer to get into the customer profile.

3. Select the Subscriptions tab

4. Press Add Subscription in the page header

5. Carefully fill out the form on the page and make sure that Auto and Status is checked.

  • Label is the name of this specific subscription.
  • Subscribed to is the product the customer is subscribing to.
  • Payer is the customer paying for the subscription.
  • Receiver is the customer receiving the subscription.
  • Next payment due will tell the system when the subscription should be charged.
  • Cycle tells the system on what subscription cycle the subscription starts at. This is usually 1 unless the subscriber has been paying outside of SalesCloud for some time.
  • Units is how many of the subscription item will be charged each time. This is usually 1.
  • Recurring price overrides the amount of the selected subscription item. For example, if the subscriber is supposed to be getting a fixed amount discount or for some reason is paying more (or less) than the listed price in the Subscribed to section. If this field is left empty the listed price will apply.
  • Discount gives this customer a discount on the subscription price.
  • Auto when checked the subscription will automatically charge the customer. If this is left unchecked the subscription will not charge.
  • Status when checked indicates that this subscription is active. If this is left unchecked the subscription will not charge.

6. Press Save Subscription.

Note to transfers from Borgun: Due to the nature of the transfer and the speed needed all subscription items were created with price amount of 1000 in your selected currency. Recurring price field is what controls the subscription amount until you create new subscription products.