Details

The subscription detail screen shows one customer’s individual instance of a package, and gives you every action you need to manage it. To open a subscription:

1. Log in to your Marzipan account
2. Click on Subscriptions in the main navigation menu
3. Click on any subscription in the list

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The subscription detail screen

Open a subscription to see its full record:

• Highlights — lifetime value, next shipment and frequency
• Activity — the history of actions on the subscription
• Related orders — orders generated by the subscription
• A details panel with the subscription’s key information

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Actions on a subscription

From a subscription you can:

• Manual renewal — for fixed packages, trigger the next renewal yourself
• Send renewal reminder — email the customer a reminder
• Transfer — move the subscription to another customer
• Change package — switch the customer to a different package
• Change frequency — move to a different billing frequency
• Edit the next renewal date
• Edit the preferred shipping date
• Skip next shipment
• Add an item to the upcoming shipment
• Cancel — optionally on a scheduled date, with a reason
• Reactivate — restart a cancelled subscription

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Renewals

Manual renewal is available for fixed packages, letting you trigger the next renewal yourself rather than waiting for the cycle. You can also send a renewal reminder to email the customer ahead of their next renewal. Automatic renewal reminders are configured on the package. See Renewal options.

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Changing a subscription

You can transfer a subscription to another customer, change the package the customer is on, or change the frequency they are billed at. You can also edit the next renewal date and the preferred shipping date.

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Adjusting the upcoming shipment

• Skip next shipment — miss one cycle without cancelling the subscription
• Add an item — add an extra item to the upcoming shipment

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Cancelling and reactivating

Cancel a subscription with a reason, and optionally on a scheduled date so it runs until the end of the current cycle. A cancelled subscription can be restarted with Reactivate.

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Failed renewals

If a renewal payment fails, the subscription shows a warning. Marzipan retries the payment up to four times, then cancels the subscription.