WebToffee Logo
  • Home
  • Plugins
  • Shopify apps
  • Bundles
  • Blog
  • Documentation
  • Support
Login
cart 0

  • Getting Started
    • Setup guide
    • Synchronization and Proration of Subscription
    • Add/Edit Subscription Manually
  • Advanced Options
    • Redirect to Custom Page After Purchase
    • Extending Subscription Expiry Length
    • Coupons for Subscription
    • Alter Default Subscription Billing Interval
  • Subscriptions Payment Gateway Guide
    • Change Payment Method
    • PayPal Payment Method for Subscription
    • Supported Payment Methods
  • Email Notifications
    • Subscription Notifications
  • Changelog
    • Version 3.2.7

Home > Docs > Subscriptions for WooCommerce > Add or Edit a WooCommerce Subscription Manually

Add or Edit a WooCommerce Subscription Manually

Last updated on June 27, 2023

WebToffee’s Subscriptions for WooCommerce is a powerful plugin enabling seamless subscription-based e-commerce business management. This plugin allows creating and managing subscription products, ensuring a streamlined experience. This article explains the process of manually adding a subscription and editing existing subscriptions.

Adding subscription manually

Manually adding a subscription provides full control over the process. To add a subscription manually, follow these steps:

  1. Navigate to Add Subscription page.
  2. From the Subscription Details section, link a customer to the subscription.
  3. Using the Billing Schedule Details section, set up the billing schedule.
  4. From the Item section, add products, shipping costs, taxes, and fees to the subscription.
  5. From the Subscription Action section, select Create a pending renewal order and click on Update.

Step 1: Navigate to Add Subscriptions page

From the WordPress dashboard, navigate to WooCommerce > WebToffee Subscriptions > Add Subscription.

Subscriptions for WooCommerce - Manage subscriptions page
Subscriptions for WooCommerce – Manage subscriptions page
Subscriptions for WooCommerce - Add subscriptions page
Subscriptions for WooCommerce – Add subscriptions page

Step 2: Link a customer to the subscription

Associating a subscriber with a subscription is crucial for effective management. Follow these steps:

  • Under the Subscription Details meta box, click the Customer search box
  • Type the first few letters of the customer’s name or email.
  • Choose the customer from the loaded list of accounts.
  • The above-mentioned action will automatically load the billing and shipping address.
Subscriptions for WooCommerce - Add subscriptions page
Subscriptions for WooCommerce – Add subscriptions page
If the billing details haven’t appeared automatically
  • To load the customer billing address automatically, click on the edit icon next to Billing Details and Click Load Billing Details.
  • To load the customer shipping address automatically, click on the edit icon next to Billing Details and Click Copy Billing Details or Load Shipping Details.
    • Alternatively, it is possible to enter the details manually in the fields.
    Subscriptions for WooCommerce - Add subscriptions page
    Subscriptions for WooCommerce – Add subscriptions page

    Step 3: Add a Billing Schedule

    The billing schedule is a critical aspect of a subscription, it is used to determine the start date, trial period, and expiry of the subscription. Follow these steps to set up the billing schedule:

    • From the Recurrence section, select the billing interval for the subscription.
    • From the Billing Period section, select the billing period in days, weeks, months, or years.
    • In the Start Date section, enter a date or use the calendar to choose a date. The start date must be in the past.
    • In the Trial End Date section, enter a date or use the calendar to choose a date (optional).
    • On the Next Payment Date section, enter a date or use the calendar to choose the next recurrence of the subscription.
    • In the End Date section, enter a date or use the calendar to choose a date for the subscription expiry. Leave it empty for a lifetime subscription.
    • In the provided example, the subscription without an expiration date will commence on June 20, 2023. The customer will enjoy a free trial period until June 30, 2023. Subsequently, the initial payment will take place on July 1, 2023, and subsequent renewals will occur daily.
    Subscriptions for WooCommerce - billing schedule details
    Subscriptions for WooCommerce – billing schedule details

    Step 4: Add Items (Products, Fees, Shipping, Tax)

    To add a subscription product along with fees, shipping costs, and tax details, follow these steps:

    • Click the Add item(s) button in the Subscription Items meta box, it will open the below shown section.
    Subscriptions for WooCommerce - Items section
    Subscriptions for WooCommerce – Items section
    • To add products,
      • Click on Add products(s).
      • Search for the desired product by name.
      • Select the product and click on Add, multiple products can be selected.
    Subscriptions for WooCommerce - Add products
    Subscriptions for WooCommerce – Add products
    • To add fees,
      • Click on Add fee.
      • Enter the fixed amount or percentage to be charged on each renewal and click on OK.
    Subscriptions for WooCommerce - Add fee
    Subscriptions for WooCommerce – Add fee
    • To add shipping details,
      • Click on Add shipping.
      • A generic Shipping item will be displayed in the Subscription Items meta box.
      • Click on the edit icon next to the shipping line to add a shipping category and rate of shipping.
    • To add tax,
      • Click on Add tax.
      • Choose the applicable tax rates from the configured options.
      • Click on Add.
      • Click on Save and then on Recalculate to calculate the tax.
    Subscriptions for WooCommerce - Add Tax
    Subscriptions for WooCommerce – Add Tax
    Before adding a tax rate to the subscription, you need to set up tax rates in WooCommerce>Settings (Tax)tab.

    Step 5: Creating a Pending Renewal Order

    Create a Pending Renewal Order by following these steps to record the transaction and guarantee it reaches the customer:

    • From the Subscriptions Actions meta box, select Create Pending Renewal Order.
    • Click on Update to create the order.
    Subscriptions for WooCommerce - Subscription actions
    Subscriptions for WooCommerce – Subscription actions

    A renewal order in pending status will be created in the Related order meta box as shown below:

    Subscriptions for WooCommerce - Related orders
    Subscriptions for WooCommerce – Related orders

    Step 6: Activate the Subscription

    The Subscription will only get active only if payment is done towards it. This can be done in two ways

    • The subscriber can make a payment using the Pay option from the Orders section.
    Subscriptions for WooCommerce - Related orders
    Subscriptions for WooCommerce – Related orders
    • Alternatively, the store owner can manually update the order status to Processing/Completed upon receiving the payment from WooCommerce > Orders.
    Subscriptions for WooCommerce - Orders page
    Subscriptions for WooCommerce – Orders page

    Edit an existing subscription

    It is possible to make edits to an existing subscription; however, there are certain limitations regarding which aspects can be modified. It is important to be aware that any changes made will only affect future recurrences and not past occurrences.

    Please note that specific payment gateway providers may impose additional restrictions on edits related to billing schedules and recurring totals.

    To edit an existing subscription, follow the given steps:

    • From the WordPress dashboard, navigate to WooCommerce > Webtoffee Subscriptions.
    • Click on the Subscription ID of the desired subscription, which redirects you to the Edit Subscription page.
    Subscriptions for WooCommerce - Edit page
    Subscriptions for WooCommerce – Edit page

    Change billing schedule

    Using the Billing Schedule Details section on the Edit Subscription page, it is possible to modify the subscription’s end date, next payment date, trial end date, or recurring schedule according to the needs.

    Subscriptions for WooCommerce - billing schedule details
    Subscriptions for WooCommerce – billing schedule details

    After editing, click on Update to save the subscription.

    Change Recurring Totals

    In case of the need to edit the existing product, shipping, tax, or fee:

    • Select the edit icon inline to the desired field to edit the data.
    • Edit the field.
    Subscriptions for WooCommerce - Edit shipping details
    Subscriptions for WooCommerce – Edit shipping details
    • Click on Save.
    • Click on Recalculate to recalculate the totals.
    • Click on Update to save the subscription.

    Change Subscription Status

    By default, all currently active subscriptions are assigned an Active status, ensuring that customers can enjoy the associated benefits. However, in exceptional cases such as manual transactions, failed payments, disputes, and other circumstances, the admin has the option to manually update the subscription status as needed.

    To edit the subscription’s status:

    • Click the Subscription Status select box in the Subscription details meta box.
    • Select a new status for the subscription
    Subscriptions for WooCommerce - Edit status
    Subscriptions for WooCommerce – Edit status

    Click on Update to save the subscription

    • Was this article helpful?
    • Yes, thanks!Not really
    Get the plugin

    On this page

    • Adding subscription manually
    • Step 1: Navigate to Add Subscriptions page
    • Step 2: Link a customer to the subscription
    • Step 3: Add a Billing Schedule
    • Step 4: Add Items (Products, Fees, Shipping, Tax)
    • Step 5: Creating a Pending Renewal Order
    • Step 6: Activate the Subscription
    • Edit an existing subscription
    • Change billing schedule
    • Change Recurring Totals
    • Change Subscription Status

    This article posted in Documentation, Getting Started, Knowledge Base, Subscriptions for WooCommerce

    Written by

    Shesna

    Shesna is a technical content writer for WebToffee. She is familiar in working closely with the SMEs to break down complex technical information into a concise, easy to understand manner.

    Comments (27)

    1. Patrick

      May 9, 2023

      Is it possible to restrict the total number of subscribers at any one time (using some sort of inventory).
      For example, if I may only have 30 subscriptions available. Once 30 people are subscribing, then the product is ‘fully booked’.
      When a customer cancels the subscription, then that becomes available to purchase again?
      Thanks

      Reply
      • Hema

        May 15, 2023

        Hello Patrick,

        Thanks for reaching out.

        We do not have such a feature in our plugin as of now. We will make sure to add them to our backlogs.

        Reply
    2. Linda

      March 13, 2023

      I’ve edited the users subscription to change the delivery address, (as per their request) for all future subscriptions, and it shows on the back end of our website, to be changed, but this isn’t pulling through to their latest scheduled subscription order – it has defaulted to the original delivery address. Can you tell me why this hasn’t worked? Will the customer have to cancel the current subscription, and start again? Many thanks

      Reply
    3. Earl Hickey

      February 14, 2023

      Is it possible to set the start time of a subscription manually?

      Reply
      • Mike

        February 21, 2023

        Hello Earl,

        We understand your requirement. Currently, that option is only available for manually created subscriptions from the admin panel.

        Reply
    4. Joe

      January 27, 2023

      Hi, does the subscription plugin quote for shipping like a typical physical product in Woo, if so, does it request a quote for each renewal or use the same quoted shipping rate from first order? Our couriers’ cost fluctuate somewhat with fuel levies.

      Reply
      • Mark

        March 9, 2023

        Hi Joe,

        Greetings from Webtoffee! Shipping charges are set during the time of initial order and the same prices are charged for every renewal.

        Reply
    5. Lise

      April 18, 2022

      Hi,

      Is there a way to set a different price for future recurrences? (except manually)
      I would like to set 18€ for the first month and 15€ from the 2nd month on.

      Reply
      • Alan

        April 19, 2022

        Hi,
        We understand the requirement, but our plugin currently does not support this feature. We have added it to the development backlogs. But you can always edit the product price manually.

        Reply
        • Chris Roy

          April 19, 2022

          So I can change the product price and from this point on the new prices will be charged for all existing subscriptions?

          Reply
          • Alan

            April 20, 2022

            Hi Chris,
            By editing the subscription order, you can change the product price and other parameters as described in the article.
            Please note: The changes will be effective only for that particular subscription order.

            Reply
    6. Joe

      August 21, 2021

      Is it possible to reinstate a cancelled subscription? Client status is currently ‘cancelled’ (for non-payment). The client now want to pay to start subscription again.

      Reply
      • Mark

        August 27, 2021

        Hi Joe,

        Thanks for reaching out. Customers can resubscribe to canceled subscriptions from My account > Subscriptions page. They can place it as a new order.

        Reply
    7. Leanna Baker

      May 31, 2021

      I need the user to be able to order a subscription, but pay by check (or other manual) payment. Currently I get a “Sorry, it seems there are no available payment methods which support subscriptions” error.

      Reply
    8. Ernest Ho

      March 12, 2021

      Is it possible to change the delivery schedule for a physical product?

      Reply
      • Mark

        March 16, 2021

        Hi Ernest,

        The plugin creates subscription renewal orders based on the renewal frequency that you set up for the product.

        Reply
        • Ernest Ho

          March 17, 2021

          thanks Mark. So the renewal frequency dictates the delivery schedule and the two can’t de-couple, correct?

          Reply
    9. Nelly

      February 18, 2021

      Hello,
      is it possible for the customer to change the products in their recurring monthly subscriptions, or request the admin to change them somehow?

      Reply
      • Mark

        February 19, 2021

        Hi Nelly,

        Unfortunately, there is no option to edit existing active orders. Customers would require to cancel and place new orders. Sorry for the inconvenience.

        Reply
    10. Steve Griffiths

      January 28, 2021

      Can Customers update their Credit Card details themselves (for example when their Card expires and then receive a new one)?

      Reply
      • Mark

        January 29, 2021

        Hi Steve,

        You can use the change payment method option to update the credit cards for active subscription. Refer the link.

        Reply
    11. Andy

      January 25, 2021

      Can different shipping options be added so a customer can select from for example UK= free, Europe = £10, USA = £20?

      Reply
      • Mark

        January 29, 2021

        Hi Andy,

        This can be set up via the Woocommerce shipping settings as usual.

        Reply
    12. Gaby Prothero

      January 15, 2021

      hi there, please can you tell me if it is possible for customers to amend/pause their weekly subscriptions if they are going on holiday etc? we sell flowers on subscription so clients need to be able to manage their own accounts. Thanks

      Reply
      • Mark

        January 25, 2021

        Hi Gaby,

        Users can suspend their subscription order anytime from their My account > Subscription page and reactivate it.

        Reply
    13. ugochukwu Dinneya

      November 19, 2020

      hi Shesna,
      I am trying to make a subscription package that would charge upfront 6 months, 9months and 12 months. How can i do it with your plugin?

      Reply
      • Mark

        November 20, 2020

        Hi,

        You can set the upfront amount as sign-up fee via the product edit page for each product or variations.

        Reply

    Got any query? Please leave a comment or reach out to our support

    Cancel reply

    Your email address will not be published. Required fields are marked *

    Webtoffee
    Facebook
    Twitter
    Youtube
    Linkedin
    WordPress

    We develop awesome WordPress plugins & WooCommerce extensions to help build successful online businesses.

    Trustpilot

    © 2023 WebToffee. All rights reserved.

    Our plugins

    • GDPR Cookie Consent
    • PDF Invoices & Packings Slips
    • Product Import Export Plugin
    • User & Customer Import Export
    • Import Export Suite
    • Sequential Order Numbers
    • Smart Coupons for WooCommerce
    • URL Coupons for WooCommerce
    • PayPal Express Checkout
    • Stripe Payment Gateway
    • Subscriptions for Woocommerce
    • Product Catalog Sync for Facebook
    • PrintNode for PDF Invoices
    • Order, coupon, subscriptions for WooCommerce
    • WordPress Backup and Migration
    View more +

    Get Started

    • Plugins
    • Testimonials
    • Customer Stories
    • Affiliates
    • We're hiring

    Help & Support

    • Installation Guides
    • Documentation
    • Documentation (Basic)
    • Info Library
    • FAQ
    • Support

    Company

    • About Us
    • Terms & Conditions
    • Privacy Policy
    • Cookie Policy
    • Refund Policy
    • Support Policy

    © 2023 WebToffee. All rights reserved.

    We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. However you may visit Cookie Settings to provide a controlled consent.
    Cookie settingsReject allAccept all
    Privacy & Cookies Policy

    Privacy Overview

    This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of the basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website, to store user preferences and provide you with content and advertisements that are relevant. Such cookies will be stored on your browser but only upon procuring consent.

    You will also have the option to opt-out of these cookies should you want to. But opting out of some of these cookies may have an effect on your browsing experience as per the descriptions elucidated against the respective categories below.

    Necessary
    Always Enabled
    The cookies defined under this category are absolutely essential for the website to function. Hence they are loaded by default irrespective if user consent.
    CookieDescription
    __cfruidCloudflare sets this cookie to identify trusted web traffic.
    __stripe_midStripe sets this cookie cookie to process payments.
    __stripe_sidStripe sets this cookie cookie to process payments.
    cookielawinfo-checkbox-advertisementSet by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category .
    cookielawinfo-checkbox-analyticsSet by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Analytics" category .
    cookielawinfo-checkbox-necessarySet by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Necessary" category .
    cookielawinfo-checkbox-preferencesThis cookie is set by the GDPR Cookie Consent plugin to check if the user has given consent to use cookies under the "Preferences" category.
    CookieLawInfoConsentRecords the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie.
    PHPSESSIDThis cookie is native to PHP applications. The cookie is used to store and identify a users' unique session ID for the purpose of managing user sessions on the website. The cookie is a session cookie and is deleted when all the browser windows are closed.
    viewed_cookie_policyThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not a user has consented to the use of cookies. It does not store any personal data.
    Analytics
    Analytics cookies help us understand how our visitors interact with the website. It helps us understand the number of visitors, where the visitors are coming from, and the pages they navigate. The cookies collect this data and are reported anonymously.
    CookieDescription
    _gaThis cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assigns a randomly generated number to identify unique visitors.
    _ga_BQH8MSKD4MThis cookie is installed by Google Analytics.
    _gat_gtagIdentification code of website for tracking visits.
    _gidThis cookie is installed by Google Analytics. The cookie is used to store information on how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visited in an anonymous form.
    _hjAbsoluteSessionInProgressHotjar sets this cookie to detect the first pageview session of a user. This is a True/False flag set by the cookie.
    _hjFirstSeenHotjar sets this cookie to identify a new user’s first session. It stores a true/false value, indicating whether it was the first time Hotjar saw this user.
    _hjidHotjar cookie. This cookie is set when the customer first lands on a page with the Hotjar script. It is used to persist the random user ID, unique to that site on the browser. This ensures that behavior in subsequent visits to the same site will be attributed to the same user ID.
    _hjIncludedInPageviewSampleHotjar sets this cookie to know whether a user is included in the data sampling defined by the site's pageview limit.
    _hjIncludedInSampleThis cookie is set to let Hotjar know whether that visitor is included in the sample which is used to generate heatmaps, funnels, recordings, etc.
    _hjIncludedInSessionSampleHotjar sets this cookie to know whether a user is included in the data sampling defined by the site's daily session limit.
    _hjTLDTestTo determine the most generic cookie path that has to be used instead of the page hostname, Hotjar sets the _hjTLDTest cookie to store different URL substring alternatives until it fails.
    CONSENTYouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data.
    has_recent_activityThis cookie is used to signal to the code repository website if the user has browsed other website resources during the current session.
    tk_aiGathers information for our own first-party analytics tool about how our services are used. A collection of internal metrics for user activity and is used to improve user experience.
    tk_lrThis cookie is set by the JetPack plugin on sites using WooCommerce. This is a referral cookie used for analyzing referrer behavior for Jetpack.
    tk_orThis cookie is set by the JetPack plugin on sites using WooCommerce. This is a referral cookie used for analyzing referrer behavior for Jetpack.
    tk_qsGathers information for our own first-party analytics tool about how our services are used. A collection of internal metrics for user activity and is used to improve user experience.
    tk_r3dThe cookie is installed by JetPack. Used for the internal metrics for user activities to improve user experience.
    Advertisement
    Advertisement cookies help us provide our visitors with relevant ads and marketing campaigns.
    CookieDescription
    _fbpThis cookie is set by Facebook to deliver advertisements when they are on Facebook or on a digital platform powered by Facebook advertising after visiting this website.
    frThe cookie is set by Facebook to show relevant advertisements to the users and measure and improve the advertisements. The cookie also tracks the behavior of the user across the web on sites that have Facebook Pixel or Facebook social plugin.
    VISITOR_INFO1_LIVEA cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.
    YSCYSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.
    yt-remote-connected-devicesYouTube sets this cookie to store the video preferences of the user using embedded YouTube video.
    yt-remote-device-idYouTube sets this cookie to store the video preferences of the user using embedded YouTube video.
    Preferences
    Preference cookies are used to store user preferences to provide them with content that is customized accordingly. This includes the language of the website or the location of the visitor.
    CookieDescription
    _gh_sessThis cookie is used to preserve users' states across page requests.
    Others
    Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
    CookieDurationDescription
    _hjSession_137657130 minutesNo description
    _hjSessionUser_13765711 yearNo description
    _octo1 yearNo description available.
    _zendesk_authenticatedpastNo description
    _zendesk_sessionsessionNo description available.
    _zendesk_shared_sessionsessionNo description available.
    edd_wp_session12 hoursNo description available.
    logged_in1 yearNo description available.
    m2 yearsNo description available.