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Managing shipping and payments in subscriptions

What this video covers

  • Opening a subscription and finding Shipping Information.

  • Changing the address: Delivery Type (Shipping, Local Delivery or Pickup), Current Address, Addresses from Shopify, the pencil to edit an address before you save it, and Add New Address.

  • Sync delivery address with customer account, and why Billing Address follows the customer's card.

  • Changing the delivery method: Show unavailable methods, Enter manually, and picking a method such as Express.

  • Delivery Information: Use Custom Delivery Price, editing the Delivery Price, and Sync.

  • Payment Info: seeing the card, choosing another saved payment method, Send Link To Update Card, and Shop Pay customers.

  • Checking the customer's view with Preview under Manage Portal, and the Shipping Address Updated email.

In short

  • A new address changes only this subscription, not the customer's account. Every change applies from the subscription's next order.

  • Picking a fixed-rate delivery method also sets its price and ticks Use Custom Delivery Price.

  • Unticking Use Custom Delivery Price lets automatic price updates resume; Sync runs that update now.

  • Send Link To Update Card emails the customer so they enter the new card themselves.

  • In Customer Portal settings, you choose whether customers can change these themselves.

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