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How to set the renewal day, billing dates and order cutoff for a subscription plan

Choose when each subscription renews: the renewal day, fixed billing dates and the order cutoff in the Schedule step of a subscription option. Includes a video guide.

What this video covers

The Schedule step of a subscription option: renewing on each customer's sign-up date, on one day for everyone, or on fixed calendar dates; the order cutoff; trying a sign-up date in How it works; and where customers see their next renewal.

In short

  • Open your plan, click Edit on a subscription option and choose Schedule. Renewal schedule has three choices: Purchase date, Specific day and Fixed calendar dates. How it works, on the right, shows what your choice does: click a day on its calendar to try a sign-up date.

  • Purchase date renews each customer on the day they subscribed. Specific day renews everyone on the same day: a monthly option asks for the day of the month, a weekly one for the weekday, and a yearly one for the month too. It needs weekly, monthly or yearly deliveries (change Deliver every in Basics).

  • Order cutoff is a number of days before the renewal day, up to 31 on a monthly option. Someone who subscribes inside it is charged now and gets their first order right away, but their next charge skips that renewal day.

  • Fixed calendar dates renews only on dates you add and needs Pay as you go (under How customers pay in Basics). Add dates with Add date or Multiple dates: at least two, up to 24 a year. Billing frequency at checkout is the interval customers see at checkout and in their portal; it updates as you add dates. The order cutoff works here too.

  • Changes apply to new subscriptions; current subscribers keep their dates. Click Done, then Save the plan. Customers see their next renewal under Next Renewal Date in their customer portal.

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