Edit A Plan

Go to Plans and then select a plan with active status from the list to edit.

Suppose you edit the details of a plan in an active subscription. In that case, the plan is automatically set to the status of "Archived" for historical purposes. A new plan will be created that includes your saved edits. The plan ID for the new active plan will be incremented to the next available plan ID. The edits saved to the new plan ID will only apply to new subscriptions. Existing subscriptions that use the archived plan ID will not be updated to the new plan ID. 

To edit a plan:

  1. Click a plan with the status of active on the list. 
  2. Edit the Plan Description, Plan Amount, Plan Frequency, Plan Duration, One Time Fee, Surcharge*, Begin Billing On, Prorate option, Trial Period option, Trial Period Amount, Trial Duration, or DBA Suffix fields. 
  3. Once done editing, click Save Changes.

Note: See surcharge rules and card brand registration requirements for more information.