Record Modifications
This article will walk through how to modify a customers record - Subscription, Shipment and Charge modification options.
Key Takeaways
- User Permissions can determine what options are visible to a user - create/edit and full access are needed to modify any record
- (*) denotes a configurable action, these will only be an option if allowed on the Offer
Customer Modifications
Subscription Modification
Subscription modifications are actions that are available on a recurring, or subscription offer. These modifications will be located under the Action dropdown of the Subscription section of the customer record
- Update Payment Method
- Cancel a Subscription
- Reactivating a Subscription
- Change Subscription Quantity
- Skip a Charge*
Looking to manage subscriptions through the Vrio API? See Here.
Sale Modifications
Sale modifications are modifications that will be done on a sale or transaction, that has already occurred. These are modifications will be located under the Action dropdown the Past Order section of the customer record.
- Refunding/Void a Transaction
- Submitting an Alert or Chargeback
- Processing a Scheduled Transaction
- Reprocessing a Declined Transaction
Shipment Modifications
Shipment modifications are updates that can be done to scheduled or past shipments placed.
- Reship an Item
- Generate an RMA or Return
- Check in a Return
- Skip a Shipment*
See it in Action - Customer Page Navigation
Updated 21 days ago