Edit, pause, or cancel recurring payment plans

This article will guide you through the process of managing your recurring payment plans and subscriptions within the Helcim platform. We'll cover how to view and edit your plans, manage individual subscriptions, and handle payments.

In this article

• Viewing and editing plans

• Viewing and editing subscriptions

• Next steps

• FAQs

Viewing and editing plans

The Plans section of the Recurring tool allows you to see an overview of all your recurring payment plans and make changes to their settings.

To view and edit plans:

1. Go to All Tools > Recurring > Plans.

2. Click on a plan to see its overview and upcoming billing information.

3. To edit the plan name or description, click the pencil icon next to the information you want to change.

4. To see more actions, click the three dots to the right of the plan name.

5. Here, you can either Edit, Delete, or Deactivate a plan.

Click to expand an action below to see what it does.

Edit a plan

Selecting Edit plan brings you to the Edit Plan page, where you can adjust the following:

• The plan name and description

• The trial period for the plan

• The pricing of the plan, including set-up fees

• The default terminal for the plan

• The tax settings for the plan

• Notification emails sent for payments made

After changes have been made, make sure to hit Save.

Delete a plan

Selecting Delete plan permanently deletes the plan, along with:

• All associated subscriptions

• All associated payment links

This action can’t be undone, so make sure this is what you want!

Deactivate a plan

Selecting Deactivate plan prevents new subscriptions from being added to the plan. All active subscriptions will still continue to bill.

Viewing and managing subscriptions

The Subscriptions section provides tools for managing individual subscribers to your plans.

To view and manage subscriptions:

1. Go to All Tools > Recurring > Subscriptions.

2. Use the filters at the top of the screen to sort subscribers by plan or status (e.g., active, canceled).

3. Click on a subscriber to see their overview and billing history.

4. To set a custom price for a subscriber, click the pencil icon next to the amount.

5. To manage a specific subscription, click the three dots in the top right corner for actions like edit, delete, cancel, or pause.

Click to expand an action below to see what it does.

Edit a subscription

Selecting Edit subscription allows you to change:

• The plan the customer is subscribed to

• The amount the customer is charged for the subscription

• The add-ons on the subscription

• The payment method for the subscription (credit card or ACH payment)

After changes have been made, make sure to hit Save.

Delete a subscription

Selecting Delete subscription removes the subscriber from the plan. This is immediate and permanent. The customer who was subscribed will still remain in your saved customers.

Cancel a subscription

Selecting Cancel subscription stops the customer’s subscription at the end of the current billing cycle. Use this if the subscriber still wants the product or service until the end of their cycle.

Pause a subscription

Selecting Pause subscription puts a temporary pause on payments and your delivery of the product or service. Use this if the customer wants to resume the subscription at some point in the future.

Next steps

Now that you know how to manage your plans and subscriptions, you may also want to:

• Set up customer self-subscription: To allow customers to sign up for plans themselves, you'll need to create Payment Links. See our guide on Setting up payment links for recurring payments for detailed instructions.

• Learn about handling failed payments: For in-depth information on managing failed payments and retries, consult the Managing failed recurring payments article.