Find, filter and export your members' subscriptions from Financials, then fix a failed payment, change the next payment date or cancel a subscription.
- Subscriptions are your members’ recurring payments: monthly club fees, instalment payments and membership auto-renewals. Uplifter sets up recurring billing for your organization.
- Cancelling a subscription stops all future payments. Payments already made stay paid; to give money back, issue a refund.
- Cancelling a registration also cancels its subscription. Check that the subscription then shows Cancelled.
- Changing the next payment date moves only that payment. The payment dates after it stay the same.
- A subscription keeps what was bought at checkout. If you restructure your membership groups between seasons, renewals can fail; contact Uplifter Support before you make the change.
As an admin, find your members’ subscriptions in Financials → Subscriptions, then open one to fix a failed payment, change its next payment date or cancel it.
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Open Subscriptions
In the left menu of the Admin Dashboard, select Financials → Subscriptions. The Subscriptions / Recurring Billing page lists every subscription, in every status, for your events, clubs and memberships with recurring billing.
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Filter or export the list
Select show filter to filter by status, by event or club (or one of its registration categories), or by membership organization (or one membership type). Select Export to CSV to download the filtered list.
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Open a subscription
Select the open icon at the end of its row. Subscription details shows General information, Billing Address, Billing calendar and Payment Details. Edit Subscription Details is for Uplifter staff only; to change how often a subscription bills, when it ends or its status, contact Uplifter Support.
Fix a failed payment
A subscription whose last payment failed shows Failed Payment in the list. Open it, then:
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Check the billing address
If it isn’t the address linked to the card, select Edit on Billing Address, update it and select Save.
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Update the card
Under Payment Details, select Edit. Enter the Card Holder Name, Card Number, expiry and CVC, and select Save.
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Resubmit the payment
Select Resubmit payment at the top of Payment Details. When it goes through, the subscription shows Active.
Change the next payment date
Under Billing calendar, select Edit next payment date, choose the date and select Update. Each past billing date in the calendar shows its order status, with view to open the order.
Cancel a subscription
Under General information, select Cancel subscription and confirm. No further payments are taken. Whether members can cancel their own subscription depends on how your organization asked Uplifter to set it up. If you’re cancelling the registration too, change its status to Cancelled instead; see Change a registration status.
Change the category on an instalment registration
Change the category on the person’s most recent registration to the right instalment option; see Change a registration category or register someone directly as an admin. Then select View Order on the registration and open the subscription from the order to check it.
If a member’s renewal keeps failing after they update their card, or after you restructured your memberships, contact Uplifter Support.