Account & Billing
Can I switch between pricing plans? (on Subbly)
Setting up Stripe
Setting up PayPal (through Braintree)
How do I enable Apple Pay & Google Pay?
Setting up a specific billing time
How to connect a domain to your website?
Checkout Only mode
How do I set the currency for my store?
Country of trade setting
Enabling taxes and using tax calculator
How do I export taxes on Subbly?
Can I grant access to more users to my account? (Teams app)
Can I manage the email notifications I receive?
How do I put my Subbly store and website offline?
How do I cancel my trial?
How do I cancel my account?
Checkout & Payments
Setting up the checkouts and customer portal on custom domain
How can I test the checkout and customer login area?
Setting up your branding
How do I remove Subbly branding from the checkout?
How to translate the checkout and the customer portal?
How do I add Terms & Conditions to the checkout?
Do my customers need to register to make a purchase?
Checkout & cart widget behavior
Setting up cart widget
Which parameters are being passed to the checkout on Subbly?
How to enable 3DS confirmation step at checkout?
Setting up multicurrency
How to change the position of the currency symbol at the checkout?
Why are my checkouts not working?
Updating cart widget based on webpage actions
Logo maker app
Designer Tools: Overview
Designer Tools: Layout
Designer Tools: Typography
Designer Tools: UI Kit
Getting started with Dashboard and Apps
Site Settings App
Blank space element
Language Switcher Element
Image Slider element
Button/Product Button element
Sharing Buttons element
Custom HTML element
Region Switcher element
Articles and Article Categories element
Follow Us element
How to change the title for your website?
How to add a cookie consent banner to your Subbly site?
How to create a banner on the website builder?
How to submit your website to Google, Yandex, Bing or Yahoo?
How to embed Instagram feed to my website?
How to create anchor points on your website?
How to set up event tracking codes on your website?
Adding chatbot to your Subbly site
Adding visual effects to your website
Building a page from scratch with Subbly
How to add images and videos to your website?
Configuring SSL for your website
Desktop vs. Mobile versions of a website
Positioning of elements
Why my domain was labeled as HREFLANG?
How to add Trust Pilot reviews to your website?
How to build your own product layout?
Setting up Headers and Footers across pages
Managing visibility settings of Elements and Blocks
How to create a Blog?
How do customers leave a review for my products?
Getting Started with the Website Builder
Basics of the Edit Mode
How to publish the latest changes on your website?
Previewing your Subbly website
Adding and creating Blocks on your website
How to localize your website (create a multilingual website)?
Why do the products go to 404 page?
Create your own categories page on your Subbly website
Product builder wizard
What are subscriptions?
How to create a subscription product?
Understanding cut-off dates
Implications of using Anchored + Incoherent
How to set up non-renewable plans (a.k.a one time subscription products)?
How to set sequential subscriptions in Subbly?
How does the pre-order setting work?
How to set up pre-paid subscriptions?
Setting up commitment period for your products
Setting up trial period for subscription products
How to set up shipping methods for my store?
How gifting works?
How to use gift vouchers?
How to create one-time products?
Using one time products as bundles
How do I edit my product price and billing settings?
Can I set my subscriptions to auto-cancel themselves?
How to unpublish a product?
Setting up funnels
Surveys: Collecting Customer Data & Allowing Customizing of Subscription Price
Setting up surveys
How surveys appear at the checkout (multi-step vs single-step layout)
How do I change the order of my questions/steps and answers on the survey?
Deleting questions, answers or replacing surveys
Survey builder recipes (use cases)
How customers manage their subscription? (Customer portal)
Can I add customer's subscriptions manually?
Customer's Labels Explanation
How to switch the subscription product customer is subscribed to?
How to change renewal date for a customer?
How can I see my customers' preferences?
How to change the shipping address for a customer?
How customers change their password?
Can customers add products to their subscription?
How to process a refund for the customer?
How to reactivate customer's subscription
How does skipping/pausing work?
Handling customer email notifications through Subbly (Templated emails)
Account credit balance
How do I export my customer data from Subbly?
Why my customer wasn't charged?
How to cancel customer's subscription?
Timeline events FAQs
Order Labels Explained
How to filter orders?
Can I create a test order?
How to create adhoc orders/charges?
How to add a tracking number for customer's order?
Why am I not seeing my orders?
Why my orders don't appear in my Shipstation admin?
Growth & Retention
How dunning tool works on Subbly?
Cancellation Offers (Cancellation Flow)
Payment Failure Email
Upcoming Renewal Email
Automations recipes (use cases)
Handling out of stock
Using cart abandonment tool
Setting up the referral tool on Subbly
How to setup affiliate tracking through Subbly?
Adding conversion tracking to the checkouts
How to use the Addons Upsell feature?
Integrations & App Store
Setting up Chartmogul
How to use other shipping services with Subbly?
Setting up Facebook CAPI & Pixel
Setting up Google Tag Manager
Setting up Google Analytics
Setting up ManyChat integration
Setting up Taxjar
Setting up Facebook Login
Setting up Google Auth
Setting up Mailchimp integration
Setting up Drip
Setting up HotJar integration
Setting up Flodesk (through Zapier)
Setting up Zendesk integration
Setting up Pirate Ship integration
Setting up Shipstation integration
How does the ShipStation integration work?
Setting up Bablic
Setting up Zapier
Setting up Klaviyo
Setting up Twilio integration
Setting up Intercom integration
How to edit checkout layout through Google Optimize?
Embed Subbly into external platform(s)
FAQ about Subbly
What countries is Subbly available in?
How do I get help? (How to contact support)
What payment gateways are supported on Subbly?
Stripe vs. Paypal: Which one to use?
How much traffic can the Subbly servers handle?
Pricing plans, pricing structure and applicable transaction fees on Subbly
How and when do we charge VAT?
Does Subbly offer refunds?
Can I use Subbly for POS sales?
How can I migrate my customers from Stripe?
How can I migrate my customers from PayPal?
Does Subbly integrate with any accounting platform?
How to transfer domain between sites on Subbly?
Can customers download files from my Subbly site?
Why doesn't Subbly have a marketplace?
Why my checkout redirects to a different product?
What shipping integrations do you provide?
When do I get paid?
How to use tags?
How can I access my previous receipts/invoices?
How can I send emails to my customers?
Working with Subbly Experts
How to fix 'there is an update' error on your website?
How to use Subbly as a paywall?
- Subbly Help Center
- Account & Billing
- Handling invoices
If you're looking to bypass the automated dunning tool and to manually run the charge or void a specific invoice for the customer you can do that from this section inside your customer's profile!
We've recorded a video tutorial showcasing how to handle invoices and how to get the most out of the Invoices section of your Subbly admin. Please see it below as it is much more convenient that reading through the article for the most of you.
Handling customer's invoices separately
Since Subbly gives you the option to manually retry every unique invoice for every separate customer or to run a batch retry of all invoices that are currently in Past Due status, we will tackle both different cases.
In order to access the Invoices section for a customer you will need to go to Customers page on your admin, search for a specific customer (usually an email will do) and enter the customer profile. Then you will be able to see the Invoices section under Orders
By clicking on the three dots to the right of each invoice you'll see the actions available (which are explained below).
Generally, you will be able to see the previous PAID invoices. These you can:
- Refund - you can opt to do a full or partial refund of the payment.
When there is an invoice which is in PAST DUE, you can do one of the following:
- Retry - automatically retries the payment and immediately using the CC customer has on record
- Mark as Paid - marks the invoice as paid without creating the associated order for the invoice
- Void - voids the invoice without creating the order / marks as uncollected, however, customer's invoice still stays labeled as PAST DUE (does not cancel customer's subscriptions, next renewal date will still be honored)
- Forgive - Basically same as voiding the invoice, with the exception that it removes PAST DUE status from the customer (again, this does not cancel customer's subscription and the next renewal date will be honored regularly).
Retrying the failed payments in a batch
If you'd want to manually run the retry for all invoices who are currently in the Past Due, you need to do the following:
- go to the Invoices or Subscriptions section on your admin
- choose to filter only invoices/subscriptions that are currently in Past Due
- select all and then retry renewals 😊
Renewals will be retried immediately using the card which we have on record for the customer in question.
If retry is successful, customer's payment will go through and the order will be created. Dunning tool will be cancelled in this instance.
If the retry isn't successful, dunning tool sequence will continue to try to take the payment from the customer in regards to the scheduled renewal reattempt cadence you can set here.