Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
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Edit Pricing
You can change the price for individual subscribers. For eligible ongoing subscription services, you can also update multiple existing subscribers in bulk from the service... menu in Sell → Services by opening Manage Customer Pricing and using Change Price for Multiple. Fixed-term subscription customer prices cannot be updated in bulk; update each fixed-term subscriber individually with Edit Pricing. Price changes can be temporary or permanent.
How to Edit Pricing
- Go to Subscribers and select the customer
- Tap the
...menu - Tap Edit Pricing
- Enter the new price
- Select when the price change should start
- Choose whether the change is permanent or temporary (reverts after a set number of payments)
- Confirm
- The new price starts from the selected start date
- Temporary price changes automatically revert to the original price after the specified number of payments
- The customer receives a notification about the price change
- Changing a service’s base price does not affect existing subscribers - it only applies to new customers. Use Edit Pricing to update individual subscribers
- For one-time discounts, use a temporary price change that reverts after one payment
- To offer a specific customer a unique rate on a new subscription, use Custom Pricing Links instead
- You can select a future start date for announced price increases or promotional rates that should begin later
- Bulk price changes for eligible ongoing subscription services are available from the relevant service’s
...menu in Sell → Services, then Manage Customer Pricing → Change Price for Multiple. Fixed-term subscription customer prices cannot be updated in bulk; open each subscriber profile and use Edit Pricing instead
What happens to existing subscribers when I change a service price?
What happens to existing subscribers when I change a service price?
Changing a service’s base price affects new customers only. Use Edit Pricing for one existing subscriber, or Manage Customer Pricing → Change Price for Multiple for eligible ongoing subscription services.
Edit Payment Date
Editing the payment date changes the subscription’s billing anchor. It moves when the next payment will be collected, then the subscription continues on the same billing frequency from that date. How to Edit Payment Date- Go to Subscribers and select the customer
- Tap the
...menu - Tap Edit Payment Date
- Select the new payment date
- Confirm the change
- The next subscription invoice and payment date move to the selected date
- Future invoices and payments continue on the same billing frequency from that new date. For example, a weekly subscription bills weekly after the selected date
- The subscription remains active
- The subscription price, service, and billing frequency do not change
- Use this when a customer needs their next payment moved, or when you need to align the next payment with service delivery
- Editing the payment date is different from pausing. A pause stops billing for a selected date range, while Edit Payment Date moves the next payment anchor
- If an invoice was skipped because it was generated as Paused, Edit Payment Date can be used to move the next payment date to today and create a new billing attempt
- After using Edit Payment Date to create a new billing attempt, check whether the future billing schedule is still correct. If not, move the next payment date back to the normal schedule after the payment processes
- For fixed-term subscriptions, changing a payment date can affect the timing of remaining payments, but it does not change the agreed subscription price, service, or billing frequency
Switch Service
From a subscriber profile, you can move one active subscriber from one subscription or fixed-term service to another without cancelling and asking them to sign up again. Use this for individual upgrades, downgrades, program moves, or service migrations. To switch multiple subscribers from one service to another, use the current service’s... menu from Sell → Services.
How to Switch One Subscriber
- Go to Subscribers and select one customer
- Tap the
...menu - Tap Switch Service
- Choose the service to move to
- Preview the billing change
- Confirm the switch
- The selected subscriber moves to the new service
- Billing can either stay the same or update to the new service’s supported default price
- If billing updates, the new price applies from the subscriber’s next payment date, or from the scheduled change date if a date is selected
- If billing stays the same, the subscriber keeps their current price and only the service changes
- Any overdue invoices on the original subscription are not affected. They remain outstanding and follow their invoice state. If Auto Retry is active on an overdue invoice, eligible card payments continue to retry up to 3 times and BECS payments can retry up to 2 times; if Auto Retry is off, the invoice simply remains Overdue until you or the customer takes action.
- Switch Service from a subscriber profile moves one subscriber at a time
- To switch multiple subscribers from the same service, open Sell → Services and use the current service’s
...menu - Service moves are available for active subscription and fixed-term subscription customers only, not one-off purchases or installment plans
- Installment plans can’t be moved to another service yet
- The destination service must be a subscription or fixed-term service with a supported default price. Installment plans and temporary default pricing can’t be used for this move
- Communicate the change to customers beforehand to avoid confusion, especially if pricing, billing frequency, or service access changes
- Review the subscription’s Invoice History before and after a Switch Service to confirm the billing transition is correct. Contact support if anything looks unexpected