Previous Step — Step 3 — Adding Existing Billing Frequencies to Products

In this article, you and I will take a deep dive into the various options for managing subscription orders and customers within your Shopify Admin.

In a hurry? Watch our Product Marketing Manager guide you through the process of managing customers and subscriptions orders in 2:30. Inversely, review our step-by-step article below.

How to Filter Customers’ Subscriptions

When you offer subscriptions to your customers, you might need to search, sort, and edit your customer profiles. For example, you can filter your customers by failed payment to check if any customers need to update their payment information to continue their subscription.

1 - From the home page of your Shopify admin, navigate to Customers.

2 - In the filter section, click More filters > Product subscriptions.

3 - Select the subscription status that you would like to filter your customers with.

Optional: If you want to clear your filter selection, then click Clear.

How to View your Customers' Subscriptions

When a customer purchases a subscription product, their subscription information is displayed in their customer profile. You can view the products that a customer has subscribed to and when their next order is scheduled in the Active subscriptions section.

1 - From your Shopify admin, navigate to Customers.

2 - Click the customer you want to view subscription information for.

3 - In the Active product subscriptions section, click the information that you want to view:

  • To go to the subscription order that the customer placed, click View order.

  • To go to the subscription information in your subscription app, click View subscription.

How to Manage your Customers' Payment Methods

If you sell subscription products and need a customer to update their payment information because of a failed payment, then you can update your customer's profile in the Shopify admin.

1 - From your Shopify admin, navigate to Customers.

2 - Click the customer name that you want to manage payment methods for.

3 - In the Payment methods section, click More actions.

4 - If you want your customer to update their payment information themselves, then do the following:

  • Click Send link to update card.

  • Select the email address that you want to send the email from.

  • Click Send email.

5 - For some payment methods, if you want to update your customer's payment method manually, then do the following:

  1. Click Replace card.

  2. Complete the Replace card form.

  3. Click Confirm.

6 - To remove your customer's payment method, then click Delete card.

Customers might be asked to confirm their payment method for additional security. Your customer's bank can challenge recurring billing attempts, which means your customer needs to manually confirm their purchase and payment method. If a customer needs to confirm their payment method for an order, then Shopify sends your customer an email that includes a link to your store to confirm the payment.

How to Manage Subscription Orders on Shopify

You can manage subscription orders from your Shopify admin.

Subscription orders have only one subscription item per order. At regular intervals, new subscription orders are created by the Subscriptions app and appear on your Orders list. Subscription orders are managed and fulfilled the same as non-subscription orders.

Filtering Subscription Orders

Filters determine which orders are displayed in an order view. For example, the All view has no filters. The default Unfulfilled view uses the Fulfilled status filter with a value of unfulfilled to show you all of your store’s unfulfilled orders.

You can use different types of filters to change which orders are displayed and to perform bulk actions on multiple orders. You can also filter down to your Subscription orders using a custom search. To reuse filters or filter combinations, save them as order views.

  1. From your Shopify admin, click Orders.

  2. In the filter section, click the ellipsis (the icon of three horizontally arranged dots) > Create view.

  3. Give the view a name such as “Subscriptions”

  4. In the filter section, click Filter > Select Filter > App

  5. Select value Subscriptions

  6. In the filter section, click Save

Congratulations! You're now an expert on managing customer subscription orders within the Subscriptions app for Shopify.

Next Step — Step 5 — Configuring Automatic Retries for Failed Transactions

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