Membership subscriptions

What is a subscription?

A subscription links a customer to a membership plan. While active, the customer gets the plan’s perks automatically at every checkout.

You can have many subscriptions per customer — but typically only one is active at a time for a given plan.

Open Customers → Memberships (or via a customer profile).

List — what you see

Column	What it means
Customer	Who is subscribed.
Plan	Which plan.
Status	Active, Trialing, Past due, Ended, Cancelled.
Started	First activation date.
Renews / Ended	When the next renewal happens, or when it ended.
Auto-renew	Whether the plan will renew itself.

Click a row to see the perks applied to recent orders and the payment history.

Add a subscription manually

1. + New subscription.
2. Pick customer.
3. Pick plan.
4. Pick start date (today by default).
5. (Optional) Add payment if charging up-front.
6. Save — status flips to Active (or Trialing if you set a free trial).

POS will apply benefits on the customer’s very next order.

Cancel a subscription

Open the subscription → Cancel.

• Choose when: immediate (today) or at end of period.
• Add a reason (audited).
• Confirm.

The customer keeps perks until the period ends (or immediately if you chose so), then the status flips to Cancelled and perks stop.

Renew / extend

• Manual renew is rarely needed because the plan auto-renews.
• For Past due subscriptions, click Retry payment to retry the renewal charge.
• To change plans, cancel the old subscription and create a new one (or use Switch plan if the UI exposes it).

Tracking benefits

The Benefit history tab on a subscription shows:

• Orders where membership perks applied.
• Loyalty bonus points earned per order.
• Free-delivery savings.

If a number looks wrong, check the order detail for the membership discount line and the original plan config.

Common questions

A customer says they’re paying but the order didn’t get a discount. Most likely cause: the cashier didn’t attach them at checkout. Open the order and re-issue (or attach the customer and re-discount manually).

Customer on two plans, charges stacking. A customer should have one active plan per kind (e.g. one VIP, one Wholesale). Cancel the older one before adding the new.

Want to credit back a charge for a cancelled subscription. Treat it like a refund — open the original payment, mark it refunded, and write the reason. The customer’s open debt / wallet adjusts.

Past-due subscription persists. Confirm the customer’s stored payment method is valid. Update if needed, then Retry payment.

Related

• Membership plans — defining plans.
• Customers — customer profile and wallet.
• Finance — refunds / adjustments.