LL - Recharge & learn how to manage subscriptions

Please watch the training video to get a quick tour of Recharge and learn basic functions -  https://www.loom.com/share/3ca783a2e0dd42bb84e40b6991be1b38

2. Select ReCharge which is the recurring billing system / auto refill program for the SCS/DML website. 

1. Go into Shopify and on the left - click on Apps

2. Click on customers and then you can search for the customer name. 

3. Once you locate the customer you can open their record by clicking on their name. 

The Delivery Schedule link below their name will allow you to view their full upcoming billing schedule and:

1. Adjust their refill dates to either ensure they don't get more than they can go through before more is sent or to have more than one refill product go out at the same time. 
2. Skip a month if they say they will be out of town or have too much currently.

To edit the subscription, from the Subscriptions link below their name - from the Product area you can click on several options. 

1. Edit - Allows you to edit the order quantity, frequency, amount, billing details, and address. You can also swap and cancel from this screen.
2. Swap - Allows you to change the product they receive 
3. Cancel - To stop the subscription
4. Delete - There is no reason to do this ever

From the Billing Information link below their name you can

1. Change the card on file
2. Edit their address and/or email address

From the Purchase History link below their name you can view their full billing history.

The Orders screen shows their full billing history and additional information 

Processed shows everything that has taken place in the past.

Upcoming are their future orders. 

Charge Errors will show you if they had any orders that have been declined. The system will attempt to charge them again in the future when this happens. Our settings are set to retry every 6 days and will stop retrying to bill them in 60 days or 6 attempts - whichever comes first.