Recurly FAQs

Once you've created and customer data within a live production environment, the site has to remain in production mode and cannot be changed to either sandbox or development. To move forward with testing, we would recommend signing out of your current Recurly account and registering for a new site to use moving forward exclusively for testing. https://info.recurly.com/signup

There is no limit to the number of users that can be invited to login and utilize Recurly. You can access and manage all invited users from the Admin tab on the left-hand navigation menu and visiting the Users page.

The subscriptions renewal date for an individual active subscription can be changed at anytime from the subscription's details page. From the customer's account, you'll want to click on Options near the subscription summary window then click on View Subscription. On the next page depending on if there is a trial period or not then you will see Change Next Bill Date or Change Trial End Date on the left-hand side of the page under the subscription summary window. You'll want to click on that button respectively in order to change the next billing date.Please note that by changing the renewal date, you are changing the day for when the subscription will renew moving forward.

To find the expiration reason for your churned subscriptions, follow these steps:

Go to Analytics -> Exports in your Recurly UI and download the Subscriptions - Churned export.

Use the "expiration_reason" column in the export to view the reason the subscription churned.

Expiration reasons and their meanings:

Canceled:The subscription churned because the customer canceled it.

Non-payment:The subscription churned because the transaction failed, the invoice went into the dunning process and was never recovered.

Fixed billing cycles:The subscription churned because it was configured to expire after a limited number of billing cycles (the term) and not renewed.

Tax Location Invalid:The subscription churned because the EU or NZ GST tax validation check failed and the accounts information was not updated to meet the validation check criteria.

Nonpayment_gift:The subscription churned because a gift card amount was exhausted and billing information was not added before the next renewal.

Nonpayment_trial:The subscription churned at the end of a cardless free trial because billing information was not added by the end of the trial.

Account_closed:The subscription churned because the account connected to that subscription was manually closed through the admin console or API.

To provide clarification, the New vs. Renewing categories in the Subscribers dashboard are not based upon the subscription, but rather on the account:

A subscriber is considered "new" if they are creating their first subscription.

A subscriber is considered "returning" if they were previously a subscriber, churned for at least 1 day, and has now opened a new subscription.

Based on this logic, if a new or returning subscriber has 2 active subscriptions on their account, they would still only count as "1" for the Subscriber Analytics.

Currently payment methods such as AliPay, UnionPay, or WeChat Pay (all three of which are popular payment methods in China) do not support recurring transactions via our current transaction flow. As a result we do not currently support processing of transactions via those payment methods. With that being said these are payment methods that we are tracking interest in, if you are looking to accept AliPay, UnionPay, or WeChat Pay feel free to reach out to our support team to express your interest, we can than add you to the appropriate feature request for our team to track interest in and take into consideration for further development.

Hosted Payment Pages (HPP) and Hosted Account Management Pages (HAM) will be fully compatible with 3D Secure 2.0 and PSD2. We expect no development work will be necessary for merchants who only integrate with these checkout pages.

Any coupon that's currently active on a customer's account can be removed both manually through the application's UI and with the developer API. You'll want to visit the customer's account details page and scroll down to the Coupons section. Once there, click on Manage Coupons and you'll be brought to a new page listing all active coupons on the account. Simply hover your mouse above the coupon you'd like to expire and click on Remove Coupon.With the developer API you only need to utilize the following API call to remove any stored, active coupons on a customer's account page.https://dev.recurly.com/docs/remove-a-coupon-from-an-account

At this time, Apple Pay requires at least one of the currently two supported payment gateways in order to be utilized. Both Vantiv and Stripe can both be configured to process Apple Pay.You can find the exact steps to setup the feature listed within our documentation here: https://docs.recurly.com/docs/apple-pay-on-the-web#section-prerequisites

Yes, our user permissions configuration allows you to control whether a specific user has read-only or edit abilities. You'll want to head under the Admin tab on the left-hand navigation menu and click on Users. From there, you'll want to hover your mouse above an existing user and click on Edit. This will then bring you to a new page that lists the currently configured user permissions. You'll want to scroll down next to the Customers permission and from there you can control the Read-Only/Edit functionality. This will work across both Customer pages and the Configuration pages allowing users to either have Read-Only access to both or Edit abilities.

To change the order of your visible tabs in your Salesforce org, follow these steps:

Click on All Tabs (plus sign icon) on the far right side of the tabs header.

Click on the orange "Customize my Tabs" button.

Scroll down the list of Available Tabs and click on the tab you want to re-order.

Click Add and then use the Up and Down buttons to order the tabs according to your preference.

Click Save.

If you need to change the order of your visible tabs in your Salesforce org, follow these steps:

Go to Setup (gear icon)

Scroll down to Platform Tools and select "Apps"

Click on "App Manager"

Hover over "Recurly" and then click Edit.

Scroll down to view the Available Tabs & Selected Tabs boxes.

Scroll down the list of available tabs and click on the tab you want visible.

Click the Add Button to move it over to Selected Tabs and then use the Up and Down buttons to order the tabs according to your preference.

Click Save.

We currently do not offer a report that provides this data in a straightforward way, however, you can use our Transactions export to pull the data you need.

Here are the steps you would take to get your total number of declined transactions first:

Download the Transactions exportunder Analytics -> Exports and set the Time Range specifically for the period you need (Ex: If you need data for all of 2019, you can set the Time Range to "Year to Date")

Once downloaded, use the "type" column to filter out refunds and authorizations so that only purchases are displayed.

Filter the "status" column to only view declines. (Remove void, success, and processing)

Once you have gone through these steps, you will be left with a list of declined transactions for that period. You can add these up get your total declined transactions.

Since you are calculating the percentage of declined for a specified period of time, you will also want to obtain the total number of transactions. To do this:

Download the same Transactions export as above.

Once downloaded, use the "type" column to filter out refunds and authorizations so that only purchases are displayed.

Filter the "status" column to only view success and declines. (Now you would remove void and processing)

Once you have gone through these steps, you will be left with a list of successful and declined transactions for that period. You can add these up to get your total transactions and use that to calculate the percentage of transactions that were declined. (Total # of declines / Total # of transactions = Percentage of declines for that specific time period (after you move the decimal place two spaces to the right).

If you need to view a list of write-offs created during a specific time period, as well as the failed invoices that they were applied to, please follow these steps:

Go to Analytics -> Exports in your Recurly UI and select the Credit Payments export.

Go to the Actions drop down menu and select "Write-Off."

For the Date Range Filter, select "Created," which will reflect the date the credit payment was created and select the time range you wish to view data for.

Once downloaded, you will be able to view the list of write-offs created during that specific time period.

To view which failed invoice the write-offs were applied to, you will use the "applied_to_invoice_number" column as this will show you the invoice number for that failed charge invoice.

Currently, Recurly offers the following options to provide your customers with their invoices/payments.

1. You can go into each invoice on the account and under the invoice actions dropdown menu at the top right-hand side, download the PDF version of the invoice to send them to your customers as needed.

2. If they just need the numbers without the actual invoice you can pull an Invoice-Summary Export for all time and sort by the account_code to locate their account and send the details in an excel file to your customer.

3. Last, you can enable the Hosted Account Management page with the customer access set to account login. This option is located on the left-hand side of the user interface under Configurations then, Hosted Page Setting. Once enabled, you can provide your customer with their Hosted Account Management URL located at the bottom right-hand side of their account in your Recurly site so that they are able to view and download the invoices as needed.

4. Additionally, if you have the account login option enabled under Hosted Page Settings, your Recurly emails can be customized with theaccount_hosted_maintenance_urlparameter. This places the Hosted Account Management Login Token URL in the email that the customer can click on to enter their account directly and view their invoices/payments.

Your Company Name is used throughout the hosted pages and default invoice templates, and can be modified at the very top of the Site Settings page here.To update the name shown on your customer bank statements, please contact your merchant bank provider and request an update to your DBA.

The Site subdomain is used on our hosted pages and within your API credentials, so changes to the site subdomain will also require an update to your API authentication. You may need to log out and log back in to see subdomain changes take effect.

Generally, the refund period is 30-60 days from the date of the transaction but this will vary based on the bank/payment gateway. The alternative here would be to issue the refund via an another method outside of Recurly such as a check, for example.

In addition to that, you are provided with the account notes section at the bottom right-hand side of your customers accounts in Recurly. If you were to use an alternative refund method such as issuing the refund via a check, you can use the account notes to outline the process that you took so that other site users will be able to reference that when viewing the account.

By default, once you open your Recurly site the sidebar will be purple. Recurly also provides three other color options as well: teal, blue, and steel grey.

To change your sidebar color, you'll simply click on the Configuration tab and access the site Site Settings page. Then you'll want to scroll to the very bottom of the page to view the Site Customizations, select your Sidebar Theme, see how it looks, and save (or choose another color). Its that easy.

Note: Only Admin users of Recurly will be able to change the sidebar color, and any changes will apply to all users accessing that Recurly site.

Within the Site Settings page, you'll find the Address Requirements setting near the bottom of the page.

This setting controls the minimum number of fields required for billing address from your customers at checkout. Please make sure this matches the address requirements for your gateway 's address validationrequirements. Most gateways requireStreet AddressandPostal Code, while Paypalrequires a full address, and Bambora (formerly Beanstream) asks for full address and phone number.

Recurly recommends collecting postal code at a minimum.

Yes, utilizing the hosted account management page, a customer can update and change their billing information alongside changing their exact method of payment. You'll want to have the customer access their hosted account page. From there, click on the dropdown menu labeled as Need To Change Payment Method and from there the customer can then select the proper method to be billed through moving forward.

The customer account balance is made up of any open or past due invoices on the account alongside any charge or credit adjustments that are left uninvoiced and open on the account respectively. All of these factors together make up the amount that's shown within the balance field. We would recommend taking a look at the Charge and Credits section first to find any adjustments on the account that are left uninvoiced or open. From there, you can then take a look at the invoices to see similarly if there are any open or past due invoices which could be changing the balance.

The invoices that you and your customers see on their invoices are based on your browser's current language and your location geographically when viewing the invoice. In order to change how the invoice is shown you'll want to confirm that your browser language itself is changed to the intended language that's needed.

To answer this question, we'll first define a returning subscriber (under the Subscribers dashboard):

Returning Subscriber: If he or she was previously a subscriber, churned for at least 1 day, and has now opened a new subscription. Either subscription could be/ have been in trial or on any plan and the subscriber is still considered returning.

Since upgrading the subscription would not expire and churn the existing plan but rather just switch the existing plan with the new plan, then the subscriber would NOT be considered a returning subscriber, and would not contribute to the Subscriber Growth calculation.

In the Monthly Recurring Revenue Analytics dashboard, Contraction MRR refers to a negative change in an account's contribution to MRR when compared to the previous month. Common reasons for Contraction MRR include: subscription downgrade, a refund, coupon or credit being applied to bring the subscription amount paid down or an account removing one of their multiple subscriptions.

For example, if a customer had $100 in MRR last month vs. $80 in MRR this month from a downgrade to a lower-priced plan - this would result in Contraction MRR total of $20.

Right now we don't have access to the underlying data for our Analytics reports, but you are still able to calculate this figure by downloading a few of our reports to identify where the contractions are coming from:

Subscription Downgrades: Download the Subscriptions export (Subscription Status: Live, Time Range: All Time) and use the modified_at column to see if a subscription was changed. You can filter that column as well if you only want to view modified subscriptions in a certain time period (i.e. filter only April modified subscriptions to figure out which changes contributed to the April Contraction number). You would then have to go to the account page in the UI to confirm that the modification made affected contraction, such as a subscription downgrade. You can use the account's activity log to view the subscription upgrade/downgrade details, including the plan names, so that you can compare the old subscription amount with the new amount.

If the price has decreased, that will count toward contraction.

Refunds: Download the Transactions export and then filter the "type" column to only view refund transactions. Refund amounts count toward contraction, as well.

Coupons: Download the Coupon Redemptions export. Use the "applied_at" column to determine when the coupons were applied. If the coupon was applied during the month of the contraction, then you can deduce that this is a contraction if the customer was paying regular price the month prior.

Credits: Download the Adjustments export. Use the "adjustment_type" column to filter only Credit adjustments as only these would count toward contraction. Use the "adjustment_status" column to confirm that the credit was already invoiced.

- NOTE: If you have your MRR Analytics configuration set to "Remove charges from failed invoices", then you will also want to filter the invoice_state column to only show Paid invoices, since unpaid/failed invoices would not contribute to Contraction MRR.

Since the automated exports report on data created or modified the previous day in UTC time, then the data created or modified on your site today (or in previous days) will not available for download until 12:30am UTC the next day.

For example, if you created bulk unique coupon codes at 8:00pm CST on a Monday, you will not see that data in the automated export for Bulk Unique Coupon Codes that same night when retrieving the report. You will see the data for those coupons on the following night when the export becomes available at 12:30am UTC.

Please try retrieving the file again at that time and if you continue to see that the export fields are not populated, contact our support team at [email protected] for assistance!

In this case, the Subscription Term essentially works as a contractual obligation between the merchant and the subscriber. It locks the user into the current subscription configuration (price, quantity, add-ons, etc.) for a certain number of billing periods. Any changes to the subscription set to take place At Renewal, will occur after all the term billing periods have invoiced, or when the the current obligation has been fulfilled and the term renews.As a workaround, when you need a subscription Cancellation to Expire the subscription at the end of the current billing period, rather than at the end of the term, we can do so by 1st editing the number of remaining billing periods in the Term, and then applying the At Renewal subscription Cancellation. This will update the subscription so that it will Expire at the end of the current billing period.Please follow the steps outlined below:Subscription EditStep 1. Go to Options->Edit SubscriptionStep 2. From the Edit Subscription page go down to theREMAINING SUBSCRIPTION TERMfieldStep 3. Update the fieldREMAINING SUBSCRIPTION TERMto 0 (zero)Step 4. You want to leave the radial button for Apply Changes Immediately selected, then Save Changes.*** Editing the subscription to have 0 remaining billing periods in the term, will allow you to then apply a subsequent subscription change to occur at the end of the current billing period. Additionally, editing a subscription Immediately, without changing the plan, price, quantity, or add-ons will not generate an invoice. So, you will want to make sure the remaining subscription term field is the only thing being changed during Edit#1.Subscription CancelStep 6. Go back to Options->Cancel SubscriptionStep 7. Select the option to "Cancel at the end of the subscription term..."Step 8. Click Cancel SubscriptionNow you will have a subscription that will Expire at the end of the current billing cycle, rather than continue to renew

**Please note the Subscription Change ( https://docs.recurly.com/docs/email-templates#section-subscription-change ) e-mail notification will be triggered when the subscription is updated immediately, and then when the At Renewal change occurs. If you do not want the notification sent out when making the Immediate subscription change, you can temporarily disable the Subscription Change notification at the plan level. In this case the notification will not be sent to any subscribers of that particular plan, while the notification is disabled. Once you are done with the immediate subscription change, you can re-enabled the notification from the Plan Configuration page.Finally, we do have more information on Subscription Terms in our documentation here: https://docs.recurly.com/docs/subscription-terms-new Please feel free to reach out to Technical Support should you have additional questions or concerns.

If you need to add a subscription to an account in Salesforce, please follow these steps:

Go to the Recurly Accounts tab

Lookup the account you wish to add the subscription to, and click on it

Scroll down to the Recurly Subscriptions section

Click on the button "New Recurly Subscription

Complete all subscription details and click the Create button on the top right corner of the page to finish the process of adding a new subscription to an account

If you are receiving the error "Attempt to de-reference a null object" when attempting to add a subscription, this is because subscriptions must be added through the process above. If you attempt to do this via the Recurly Subscriptions tab, it will not work and you will receive an error.

To view whether an invoice is linked to a recurring (subscription) charge, we recommend one of the following options:

If you currently have Credit Invoices enabled, then you can use the Invoices - Summary export and, specifically, the "Invoice_Type" column to identify which invoices are from "renewal" charges. For a full list of invoice types/origins, please go here.

If you currently do not have Credit Invoices enabled, then your best option is to use the Transactions export and then the "origin" column to see if the transaction is associated with a "recurring" charge.

Reopening Manual Invoices

Site users withCustomer Servicepermissions may reopen manual invoices by clicking the "Reopen" button in the Invoice Actions dropdown when viewing a paid or failed manual invoice. Once a manual invoice has been reopened, the Customer Service user can record payments on the invoice and change the status to Paid. This is especially helpful if a manual invoice fails dunning, but the customer later remits payment for the failed invoice.

Reopening a manual invoice will not restart dunning or effect the related subscription. Once a manual invoice has been reopened, it will remain in an Open state indefinitely until it's marked as paid or failed.

Please Note: Reopening a manual invoice will not be logged in the account's Activity Log. Additionally, our exports and API will not indicate that a manualinvoice was reopened.

Your merchant account acts as a buffer in the event that transactions are contested via chargebacks.When a customer subscribes to your service, the credit card number is sent from Recurly through yourpayment gatewayand finally to yourmerchant bank account.

https://app.recurly.com/go/configuration/payment_gateways

More information on transactional flow can be found here: https://docs.recurly.com/docs/gateway-merchant-account-overview#section-transaction-flow

For security purposes, since your merchant account deals directly with revenue, its completely separate from your Recurly Account. To update or change this account information / add a new account youll want to reach out to your payment gateway directly (i.e. Stripe, Authorize, SagePay etc.) for details on how to process your update, or by logging into your payment gateway portal.

With Configuration permissions you can view you payment gateway(s) here: and reach out to your payment gateway(s) to access and update your Merchant Account information.

Recurly charges a $0.10 transaction fee for each transaction that is sent to your payment gateway. This includes purchases as well as refunds.

Currently we do not support deleting coupons or coupon codes. Once a coupon has been created you cannot delete it, instead you can opt to expire a coupon code. Coupons can expire automatically based on the rules you set for the coupon campaign, or you can choose to manually expire the coupon. Expiring a coupon blocks customers from redeeming the coupon. Customers who have already redeemed the coupon are not affected. Their active redemptions will continue to discount their accounts.

Coupons can be manually expired in an action we callExpire Early. To expire a coupon, visit the coupon's overview page and selectExpire Earlyin the top right corner. This will ask you if you are sure you want to expire the coupon. Once you confirm, the coupon will expire immediately and will now live in the Expired Coupons table on the coupons dashboard.

This can also be done via the API using: https://dev.recurly.com/docs/deactivate-coupon.

Once a coupon is expired early or reaches it's maximum redemptions, the coupon code may be reused when creating a new coupon. Any existing customers with active redemptions from the original coupon on their account will be grandfathered into the terms of the old coupon.

We have more information on expiring coupons here:https://docs.recurly.com/docs/coupons#section-expire-a-coupon

Great question! The dashboard's historical MRR data (Ex: Last Month calculation and previous month calculations) are all based on the last day of the month.

The Current MRR calculation is updated daily and is about 24 hours behind, similar to the other Analytics data.

Our Recurly-SFDC integration offers options to customize the Object layout and data you are able to see.

To edit:

Go to the tab you wish to edit (Ex: Recurly Accounts, Recurly Subscriptions, Recurly Invoices, etc.)

From there, select the "All" view to open the list of items you are looking at, whether accounts, invoices, subscriptions, etc.

Click on any of the customer pages.

Click Edit Layout on the top right corner of the screen.

Scroll down to the section you wish to add a column to and click on the toolbar icon above it. (For example, if you're in the Recurly Accounts object and you want to add "Current Period Ends At" data, you'd scroll down to the Recurly Subscriptions section.)

After clicking on the toolbar icon, look in the Available Fields box and search for the field you need --> Once you locate it, click on it to highlight.

Click on the Add button to move it over to Selected Fields.

Click OK.

Scroll all the way back up the page and click Save.

If you need to add or update permission sets for your Salesforce users, follow these steps:

From your Salesforce platform, go to Setup --> Click on Users.

From Users, select Permission Sets.

Scroll down the list of permission sets and choose "Recurly Admin," or whichever permission set you'd like to assign to someone.

Click Manage Assignments --> Click Add Assignments.

Check the box(or boxes) next to the names of the users you want to add or update permissions for.

Click the "Assign" button at the top of that page to finalize the assignment.

Unfortunately, Recurly does not officially support any integration built through Zapier at this time. We would recommend looking into utilizing our Hosted Payment Pages for an easy and quick way to implement, or utilize our Recurly Js and developer API to build out your own custom checkout pages and allow for a more customized experience for your customers.

The following options are available to allow your customers to login to their Hosted Account Management page.

1. In your Recurly site on the left-hand side of the user interface, go to Configuration and Hosted Page Settings. Then, under Customer Access you can enable Account Login. This would then, present in each of your customers accounts, at the bottom right-hand side, an ACCOUNT MANAGEMENT URL. You can share this with your customer to automatically log them into their specific account.

2. With the Account Login enabled under your Hosted Page Settings, you can direct your customers to your Hosted Account Login Page ( https://your_subdomain.recurly.com ). There they will have the option to log in to their account. The catch with this option is that if this is their first time accessing the hosted login page you will need to have them hit the "forgot password" option and they must have an existing account in your Recurly site. This will essentially get them their password to log in.

3. Additionally, your Recurly emails can be customized with theaccount_hosted_maintenance_urlparameter. This places the Hosted Account Management Login Token URL in the email that the customer can click on to enter their account directly.

More about our Hosted Account Management pages here.

Yes, you can view a list of the transaction error codes here.

Recurly does not have support for IPV6 today, as many payment gateways do not support it either. We recommend truncating the IP value to the max allowed, which will prevent any transaction declines. For now, it'll be best to truncate at 20 characters. IPV6 is getting more common but not yet standard.

We are closely monitoring the need for IPv6 as more payment gateways support it in their code base.

There are a few ways you could track this using our existing functionality.

One option would be to CC/BCC yourself on your Subscription Canceled emails. These emails are sent to your customers immediately when a subscription is canceled. So you could perhaps CC/BCC an email alias on that specific email template, and route all canceled emails to a folder in your inbox. That way you could keep an ongoing, real-time list of subscription cancellations without having to weed through other emails. Additionally, the time of the email would correspond with when the subscription was canceled, maybe within a few seconds.

Similar to the Subscriptions canceled email, a canceled_subscription webhook is triggered whenever a subscription is canceled, so you could also use webhooks to track cancellations. Though its worth noting that Recurly deletes webhooks after 15 days, so youd need to store the webhooks locally on your end to ensure youre keeping a historical list of subscription cancellations beyond the last 15 days.

Another option would be to pull your Subscriptions Export for all time. The previous suggestions would only allow you to track cancellations moving forward. You wouldnt be able to get the data on historical cancellations but an export will give you that. The subscriptions export gives you both a canceled_at and expires_at column which will list the corresponding dates, if applicable. You could even narrow it down by using the canceled and expired filters when pulling the export, in order to eliminate any subscriptions from the file thataren'tcurrently in a canceled or expired state.

Currently, we do not offer the option to download invoices in bulk. You can use the Retrieve PDF Invoice API call for this, but that is a one time call, so you would want to create a script to push through the entire list. Otherwise, you will need to download each one at a time via the user interface.

When a refund is processed it is sent to the card that the funds were received from. If the card is expired, as long as your customer's bank account is the same, the gateway should be able to issue a refund back to their account even if a new credit card is issued.

Currently, the email notifications that are sent to your customers are processed in the UTC timezone and the data pulled for the subscription_next_payment_date is in that timezone as well. Typically, what we recommend is that in both the HTML and Text copy of the email templates to include text like, Please note that this is in the UTC timezone so that you are calling it out to your customers.

Recurly uses a process called continuous authority (if the members bank supports it). This allows us to bill expired cards by submitting a future expiration date. So if the card expires and the bank reissues a new card with the same number, just a new expiration date, we can potentially continue to bill that card via continuous authority, assuming their bank supports it. Whereas if the card is canceled and reissued with a new number, continuous authoritywon'twork (since the card were storing is no longer valid).

If a plan is deleted, existing subscribers will remain grandfathered in at the subscription plan terms that they agreed to at the time of signup, until they either cancel/it expires. Also, keep in mind that if you ever create a new plan with the same name as an old plan, the database will not know the difference, and you will see data for two different plans reported as the same plan. Last, if you ever want to make modifications to the plan or the user experience for anyone on those plans, you will not be able to do that. For example, adding an add-on option, or changing the emails that are sent to users on those plans. You will not have access to the plan entities to make those changes.

If you rename a plan, the new name will update across all of your subscribers.

To get this information here is what you will want to do. First, pull your Subscriptions Churned Export which will show you who has canceled or expired and when. This export will include the canceled_at column which will tell you when the account was canceled. You can also look at the expired_at column to see when the subscription expired on an account. Please note that the canceled_at and expired_at dates are not the same. A subscription does not churn until the subscription has expired. Then, you will want to pull your Subscriptions Export using the Live filter to see when they signed up again. You can sort both of these exports by the account_code to match up the account details.

The account code is used to identify the account throughout our entire system framework and the Subscription UUID is used for identifying the subscription plan in the same way.

At this time, we only offer the option to apply/remove account notes via the user interface. This is not an option provided via the API.

In this case, the Subscription Term essentially works as a contractual obligation between the merchant and the subscriber. It locks the user into the current subscription configuration (price, quantity, add-ons, etc.) for a certain number of billing periods. Any changes to the subscription set to take place At Renewal, will occur after all the term billing periods have invoiced, or when the the current obligation has been fulfilled and the term renews.As a workaround, when you need a subscription change to apply at the end of the current billing period, rather than at the end of the term, we can do so by 1st editing the number of remaining billing periods in the Term, and then applying the At Renewal subscription change.Please follow the steps outlined below:Subscription Edit#1Step 1. Go to Options->Edit SubscriptionStep 2. From the Edit Subscription page go down to the REMAINING SUBSCRIPTION TERM fieldStep 3. Make note of the current value in the field, you will need this later.Step 4. Update the field REMAINING SUBSCRIPTION TERM to 0 (zero)Step 5. You want to leave the radial button for Apply Changes Immediately selected, then Save Changes.*** Editing the subscription to have 0 remaining billing periods in the term, will allow you to then apply a subsequent subscription change to occur at the end of the current billing period. Additionally, editing a subscription Immediately, without changing the plan, price, quantity, or add-ons will not generate an invoice. So, you will want to make sure the remaining subscription term field is the only thing being changed during Edit#1.Subscription Edit#2Step 6. Go back to Options->Edit SubscriptionStep 7. Enter the subscription change that should apply at renewal. Now you can edit the add-ons, price, quantity, or plan.Step 8. Select the Radial button to Apply Change At RenewalStep 9. Now in the RENEWAL SUBSCRIPTION TERM field you will want to enter the value you noted previously, before making that 1st edit. Enter that here. This will indicate how many billing periods will be left in the customers subscription term, after the at renewal subscription change occurs.Step 10. Save changes.Now you will have a subscription that will change at the end of the current billing cycle, and once the change has applied the subscription will continue to invoice your customer for the remaining billing periods set during the 2nd At Renewal subscription edit.

**Please note the Subscription Change ( https://docs.recurly.com/docs/email-templates#section-subscription-change ) e-mail notification will be triggered when the subscription is updated immediately, and then when the At Renewal change occurs. If you do not want the notification sent out when making the Immediate subscription change, you can temporarily disable the Subscription Change notification at the plan level. In this case the notification will not be sent to any subscribers of that particular plan, while the notification is disabled. Once you are done with the immediate subscription change, you can re-enabled the notification from the Plan Configuration page.Finally, we do have more information on Subscription Terms in our documentation here: https://docs.recurly.com/docs/subscription-terms-new Please feel free to reach out to Technical Support should you have additional questions or concerns.

This is a great question, unfortunately Recurly does not have any functionality built at this time to allow for two accounts to be merged together. If you have two accounts for the same customer, we would recommend choosing one of the accounts to be the primary account to continue billing through, then move to close the other account to prevent any accidental double billing situations. From within the UI, you'll want to visit the customer's account page, then click on Account Actions in the top right-hand corner. From there, simply click on Close Account and this will cancel any active subscriptions, delete any currently stored billing information, and prevent any new billings from occurring on the account unless reopened in the future.