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Growth Suite: How do I edit or cancel an active client subscription?

Whether you are adding new services to a client’s subscription or need to increase pricing, editing active subscriptions can be done in a few clicks.


Editing active client subscriptions

  1. For the subscription you’d like to update, select the Edit option from the 3-dot menu.
  2. Edit the subscription & save your changes.
  3. Select if you’d like the changes to be prorated or not.
  4. Click Save Edits and you’re all set!

Note

If you select Prorate changes, the edits will take effect immediately and your client will see a prorated charge or credit on their next invoice. If you select Do not prorate, the edits won’t go into effect until the end of the billing cycle, and there will be no prorated credits or charges to your client.

Canceling active client subscriptions

  1. For the subscription you’d like to cancel, select the Cancel option from the 3-dot menu.
  2. Select when you would like the subscription to cancel, either Immediately (your client will receive a prorated refund), or Next billing cycle (no prorated refund issued).
  3. Click the Cancel Subscription button.
  4. We will take it from there and notify your client!

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