Order Frequency in Recurring Orders

Adjusting a subscriber's order frequency can be done within the "Manage Subscription" customer area. Sometimes your subscribers will request that you assist them with this. Changing this will affect how often their recurring orders generate, and how often they are charged. You can adjust their order frequency to daily, weekly, monthly or yearly intervals. This can sometimes be a two-step process, as their upcoming order date may need to be altered as well.

Open Recurring Orders, and navigate to the main "Customers" tab, on the top navigation bar.

Select Customers

Search for the customer by name or email, found along the right-hand side.

Search for the Customer 

Once you find the customer, select "Edit" via the small pencil icon.

Select Edit

Among the available options, you will see the "Frequency" column and can view their current order frequency. Select a frequency to adjust it.

Select a Frequency 

Here you can choose a numerical value, and an interval option - from days, weeks, months or years. Once your selection is complete, select "OK". It will then confirm their next upcoming order date, and you can close the window.

Adjust the Frequency 

Visit Adjust a Subscriber’s Order Frequency for detailed instructions.

Note: Changing a subscriber's order frequency does not affect their next upcoming order date. This means typically this is a two-step process.

It doesn't matter what order you do this in, but you'll most likely need to modify their next upcoming order date after you adjust their frequency.  Visit Change Next Order Date for an Existing Subscriber to learn how to do this. If you only change their order frequency, their upcoming order date will remain unchanged and the customer may see a charge and an order produced unexpectedly.