Easily manage & edit your customers' subscriptions.
This article discusses the ways you can manage your subscriptions in SamCart. Read below to find out exactly how to view, edit, or cancel your subscriptions inside of SamCart.
Get to Know the Subscription Page
First, click on the Subscriptions tab in the left-hand menu:
This will take you to your Subscriptions page! At the top of your page you will see three data cards related to your subscriptions. Click on any of the cards to learn how the data is calculated.
The subscription page will automatically show information for the last 30 days. You can easily adjust the timeframe by clicking on the date picker in the top right-hand corner: 
The date range will also apply to the subscriptions being shown under the data cards. It is important to note that the subscriptions shown in the Subscription report are based off of start date. If a subscription start date is not in the date range selected on the page, it will not show up under the data cards.
To locate a specific subscriptions you can,
- Use the Search Bar (1) to find subscriptions based on the customer’s name, email address, or Subscription ID Number. The search function will search all subscriptions started, regardless of the date picker time frame.
- Use the Date Picker (2) to find subscriptions that began at a certain time.
In the actual subscription section, you can scroll to the right to see additional information in the subscription's line item, such as rebill amount, payment type, and more!
Managing Subscriptions via Quick Actions
You can quickly manage your subscriptions right from the Subscriptions page without having to navigate to a new screen by using quick actions! Just click on the three dots at the far right-hand side for that specific subscription line:
This will bring up the Quick Actions available for that subscription. Quick Actions will vary depending on the type of subscription (limited vs recurring)* and status (active vs cancelled)*. However, the quick action's behavior will not vary.
Here is a breakdown of all the quick actions available with the following subscription scenarios:
Active Recurring Subscription
- Send Update Card Email - send a secure email to your customers to update the payment associated with their subscription
- Send Customer Hub Login - send a secure email for a customer to login to your customer hub for them to manage their payment information. For more information on the Customer Hub, please visit the Customer Hub article here.
- Cancel Subscription** - If you are on a Launch plan, this will automatically immediately cancel the subscription. If you are on Grow+ this button will bring up the cancellation pop up. Scroll down below the list of available quick actions for more information on the cancellation pop up.
Canceled Recurring Subscription
- Send Update Card Email
- Send Customer Hub Login
- Restart Subscription - this will immediately charge the initial subscription charge
Active Limited Subscription
- Send Update Card Email
- Send Customer Hub Login
- Payoff Subscription - this will pay off the remaining payments in the subscription. For more information on paying off subscriptions, visit our Payoff Limited Subscription article here.
- Cancel Subscription
Canceled Limited Subscriptions
- Send Update Card Email
- Send Customer Hub Login
- Payoff Subscription
- Restart Subscription
Limited / Recurring Subscription that is Scheduled to Cancel
- Send Update Card Email
- Send Customer Hub Login
- Stop Cancelation - this will cancel the upcoming cancellation, making the subscription set to rebill on the previously expected billing date.
Limited or Recurring Subscription that is Delinquent or in Dunning - for more information on delinquent and dunning, visit our Subscription Saver support article here.
- Update Credit Card - Note: if a subscription that is delinquent or in dunning successfully updates their card, they will automatically be charged the subscription charge.
- Send Customer Hub Login
- Cancel Subscription
*For more information on the types of subscriptions scroll down to the Recurring / Limited Subscription section. For more information on subscription status, scroll to the Subscription Status section.
**If you are on either our Grow or Scale plan, the Cancel Subscription button will bring up the following popup:
Here you can choose when the cancellation will occur - immediately, end of billing period, or a custom date. When a cancellation occurs, either immediately or at a future date (end of billing period or specific date) your customer will receive an automated SamCart system email at the time of the cancellation letting them know their subscription was cancelled. Additionally, any integrations with cancellation rules will fire at the time of the cancellation. For more information on cancellations occurring at the end of a billing period or on a specific date, visit our Scheduled Cancellation article here.
Toggling on the Silent Cancel button allows you to cancel the customer's subscription without revoking access to your Products or firing any cancellation actions.
Managing Subscriptions via Subscription ID Page
Additional subscription management actions can be taken by clicking into the unique subscription ID! Read on to learn more.
Change Next Billing Date
If you would like to adjust the billing date for your customer subscription, you can do so by clicking inside the Subscription ID inside the Subscriptions page. In the Billing Information section, you can click on the Edit next billing date text, to bring up a calendar to adjust your customers upcoming billing date!
The following gif walks through these steps:
Refund Individual Subscription Charges
In the Subscription Summary section, you would see all charges associated with that subscription. There you can issue a refund for an individual refund charge.
Resend Subscription Charge Receipts.
In the Subscription Summary section, you can resend a subscription charge receipt by clicking on the Send icon here:
Failed Charge Summary
In the Failed Charge Summary section inside the Subscription ID page, you can see reasons on why a subscription failed. This can be helpful to do proactive outreach for your customers in the dunning process. 
Limited vs. Recurring Subscriptions
When creating a subscription-based product you can create either a Limited Subscription or a Recurring Subscription.
A recurring subscription is a subscription that has an unlimited number of payments. A recurring subscription has an ongoing payment for a product/service that does not stop billing after a specific number of charges.
A limited subscription is a subscription that has a set amount of payments. Once the specific number of subscription payments are made, the subscription will no longer attempt to bill the customer. Limited subscription is the option to use if you are creating a payment plan. On Grow and Scale plans, you can also have the option for your customer to payoff their limited subscriptions.
Payoff Limited Subscriptions (Only Available On Grow/Scale Plans)
Click here for our article on Payoff Limited Subscriptions.
Subscription Status
Active
Active subscriptions are up to date on all charges, and still have charges left to be run before the subscription is completed.
In Recovery
When a recurring charge fails, the subscriptions enters Subscription Saver and is considered "In Recovery". Check out the Subscription Saver article to learn more about how SamCart is working around the clock to recover your failed subscription charges.
Delinquent
Delinquent subscriptions have experienced 4 failed attempts to charge in a row and SamCart will no longer attempt to bill the customer. Delinquent customers are essentially cancelled.
Delinquent customers are automatically re-activated and charged if they successfully update their credit card.
Cancelled
Cancelled subscriptions have been stopped manually by an admin on your account, and will no longer attempt to bill the customer.
Completed
Completed subscriptions have successfully charged the number of limited subscription payments specified by the product settings, and will no longer attempt to bill the customer.
Next Billing Date
The next date this customer will be charged for this subscription.
Export Subscriptions
You can export your subscriptions by clicking on the Export button at the top right of the Subscriptions table.
This will bring up the Export A Report pop up to finalize the export: 
In the pop-up window, pick your Export Time Range, edit the File Name if you'd like, edit the Email Address to receive the export if needed, and select your Report Type (recurring subscriptions, limited subscriptions, subscriptions set to cancel).
Whenever you're ready, click on Export. SamCart will process the export into a CSV file, and send an email to the address you chose when the file is ready to download.
Open your export and have all your subscription data right at your fingertips!
You will have the full subscription information available: start date, number of successful charges, subscription status, referring affiliate, full customer information, and more.
Failed Charges and Delinquent Customers (Only Available On Scale Plans)
Whenever a subscription payment is declined, SamCart Subscription Saver will automatically begin to recover the at-risk subscription.
The process involves re-attempting the charge 4 additional times over the course of 17 days.
Those 4 additional attempts will happen according to the following schedule:
- Day 1: Charge Attempt #1
- Day 3: Charge Attempt #2
- Day 5: Charge Attempt #3
- Day 7: Charge Attempt #4
Each time a payment fails, your customers receive an email message informing them of the failed payment and providing a link where they can securely update their credit card information on file.
Just another way that SamCart is built to save you money.
If the payment still is not successfully charged after this process, the subscription will be set to “Cancelled”, and SamCart will make no more attempts to collect the payment.
Learn more about this process inside of the Subscription Saver & Dunning article.