Skip to main content (Press Enter)
Helcim Logo
Click here if you return to contents

Editing an Existing Subscriber

If you need to edit a subscriber's information for one of your recurring plans, you can do so by navigating to Recurring and Recurring Plans then selecting the plan the subscriber is currently assigned to. Once you are on the Plan Overview page, click on Subscribers from the menu on the right-hand side of your screen. Next, select the subscriber you want to edit from the customer list. On the subscriber information page, you can review the customer information and make any required edits.

If your plan has many subscribers, it may be faster to go to Customers and search for the customer whose subscription you wish to edit. Click on the customer to see their customer page. On the right-hand side of their customer page, in the Reports section, there is View Subscriptions button. Clicking that button will show you all the subscriptions to which the customer is currently subscribed. Click the subscription you wish to edit - this will bring up the subscription info screen.

Once you are done editing the subscriber, click Save to apply the changes.

Related Articles

An Overview of Helcim Recurring Payments
What are Recurring Plans and Subscriptions?
Creating a New Recurring Plan
Adding a Subscriber to a Recurring Plan
Removing or Pausing a Subscriber from a Plan
Creating Add-Ons for Subscribers
Editing a Recurring Plan
Removing or Pausing a Recurring Plan
Finding Subscribers with Expiring Credit Cards
Reporting Options for Recurring Plans
Importing and Exporting Recurring Plan Data

Was this article helpful?

Feedback submitted - Thank you!