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:
- Go to the customer's detail page
- In the Billing section, click Update Rate
- Enter the new monthly amount
- 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:
- Go to the customer's detail page
- In the Billing section, click Pause
- 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:
- Go to the customer's detail page
- In the Billing section, click Resume
- Confirm the action
Billing resumes from the next billing cycle.
Cancelling billing
To permanently end a customer's subscription:
- Go to the customer's detail page
- In the Billing section, click Cancel Subscription
- 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
Cancelling a subscription does not issue refunds. To refund a payment, use the Stripe Dashboard.
Payment failures
When a payment fails:
- You receive an email notification
- The customer's status may show issues in the Customer Billing dashboard
- 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:
- You'll see a warning that they have a subscription
- 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:
- Go to Customer Billing in the sidebar
- Click Open Stripe Dashboard
- View all payments, refunds, and payout details
You can also access the Stripe Dashboard from Payment Settings.