> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/billing-payments-hub/manage-subscription-billing.md). # How to Manage Subscription Billing ### Before you begin (Prerequisites) * **Permissions**: Administrator, Supervisor, or Support role. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). > This article covers editing billing settings for a **single subscription** on a member's CRM profile — not managing billing settings for an entire membership program or service. For program-level billing, see: [How to Adjust Billing for a Membership Program](/products/control-panel-overview/membership-setup-overview/configure-program-billing.md). > **Important — billing on the 1st of the month**: Automatic membership billing runs on the **1st of each month** and can take the full day to complete. If a member's subscription hasn't been billed by end of day on the 1st, **wait until the next day** before charging the subscription manually — taking action while billing is still in progress can create a duplicate dues charge. > **Note**: When automatic billing runs, all subscriptions due on the same day for a member are combined into a **single transaction**. To see the per-service breakdown, use the **Break-out line items** checkbox on the View Transactions page. See: [How to Use Breakout Line Items](/products/control-panel-overview/transactions-overview/use-breakout-line-items.md). Manual charges do not combine — each subscription charged manually generates a separate transaction. ### Instructions 1. Navigate to [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions). > **Note (Pro Dash):** Navigate to **SELL > Transactions > View Subscriptions**. 2. Active subscriptions automatically populate on the dashboard. Scroll past the filter tabs to the subscription list, where a search bar allows you to search by member name. Use the status filter tabs to narrow results. 3. Click **Edit** on the subscription. 4. Update the fields as needed: * **Select Billing Frequency** — Daily, Weekly, Monthly, Quarterly, Semi-Annual, or Annually. * **Recurring Charge** — the billing amount charged each cycle. * **Next Billing Date** — when the next charge should process. * **Subscription Status** — Active, Pending/Paused, Suspended, Failed, Upgraded, Downgraded, Expired, Cancelled, or Archived. * **Payment Type** — ACH (eCheck), Credit Card, Wire, Cash, Paper Check, Voucher, Entry, Invoice, or Not Required. * **Automatically charge the customer each billing cycle** — checkbox that controls whether the billing engine processes this subscription automatically. When OFF, no payment is taken and no invoice is generated; you must manually generate an invoice from the Take Payment flow each month. * **Notes** — internal notes about this subscription. 5. Click **UPDATE SUBSCRIPTION**. > **Note**: Gift cards cannot be set as the payment method for recurring subscription billing. Subscriptions require a persistent payment method (credit card, ACH, etc.). To apply a gift card balance toward membership dues, set the Payment Type to **Invoice**, then select Gift Card as the payment method when processing the invoice manually. > **Note**: Changing the **Next Billing Date** shifts the billing anchor going forward. For example, changing from the 1st to the 15th means all future charges process on the 15th. > **Important**: If a member updates their payment method, always confirm the correct card is listed on the subscription. Whatever card is tagged and assigned to the subscription is what will be charged — even if the member added a new card to their profile, it won't automatically apply to the subscription unless updated here. ### What Happens Next * **On the billing side**: Updated values apply starting with the next billing cycle. A **Subscription Modified** note is automatically added to the member's profile (visible in the Notes section). A **Change History** log is also accessible under Data Tools in the member's profile sidebar. * **Next step**: To temporarily stop billing, see: [How to Freeze (Pause) a Subscription](/products/control-panel-overview/billing-payments-hub/freeze-subscription.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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