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Managing Subscriptions

After setting up billing for a customer, you can manage their subscription directly from Plantrunner.

Updating the monthly rate

To change what a customer pays:

  1. Go to the customer's detail page
  2. In the Billing section, click Update Rate
  3. Enter the new monthly amount
  4. Click Save

The new rate takes effect on the customer's next billing date. Stripe automatically prorates if needed.

Pausing billing

To temporarily stop charging a customer:

  1. Go to the customer's detail page
  2. In the Billing section, click Pause
  3. Confirm the action

While paused:

  • No payments are collected
  • The subscription remains in place
  • You can resume at any time

This is useful for customers who temporarily don't need service, such as seasonal accounts.

Resuming billing

To restart a paused subscription:

  1. Go to the customer's detail page
  2. In the Billing section, click Resume
  3. Confirm the action

Billing resumes from the next billing cycle.

Cancelling billing

To permanently end a customer's subscription:

  1. Go to the customer's detail page
  2. In the Billing section, click Cancel Subscription
  3. Confirm the cancellation

After cancellation:

  • No further payments are collected
  • The customer's billing status changes to Cancelled
  • You can set up new billing later if needed
note

Cancelling a subscription does not issue refunds. To refund a payment, use the Stripe Dashboard.

Payment failures

When a payment fails:

  1. You receive an email notification
  2. The customer's status may show issues in the Customer Billing dashboard
  3. Stripe automatically retries failed payments according to their retry schedule

If payments continue to fail, you may need to:

  • Contact the customer to update their payment method
  • Pause or cancel the subscription

Customers can update their payment method through links in Stripe's email notifications.

Deleting customers with billing

If you try to delete a customer who has billing set up:

  1. You'll see a warning that they have a subscription
  2. You must either:
    • Cancel the subscription first, then delete
    • Confirm that you want to cancel and delete together

This prevents orphaned subscriptions in Stripe.

Viewing payment history

For detailed payment history:

  1. Go to Customer Billing in the sidebar
  2. Click Open Stripe Dashboard
  3. View all payments, refunds, and payout details

You can also access the Stripe Dashboard from Payment Settings.