Processing a Scheduled Transaction

1. Navigate to the Upcoming Section

2. Select the transaction you want to process now, click Actions

3. Select Process Transaction Now

   1. Schedule Next Transaction From Now - this will schedule the next transaction according to the offer rules. If this is not checked, it will schedule the next transaction based on the current Cycles Scheduled Date.

   🚧

   Pay Attention

   An example of Scheduling Next Transaction from Now - The renewal is scheduled for 12/15 but you Process Now on 12/2.

   • The offer is every 30 days.
   • If the box is checked, the next renewal will be 1/2.
   • If the box is not checked the next renewal will be 1/15

Processing a single Subscription

In some scenarios, a customer may have multiple subscriptions that all charge together, however they may want a particular subscription sooner than the others.

In this scenario, you can process the single subscription line item to charge, leaving the others on their original billing schedule.

To process a single subscription:

1. Navigate to the Subscription Section

2. Select the transaction you want to process now, click Actions

3. Select Process Subscription Now

   1. Schedule Next Transaction From Now - this will schedule the next transaction according to the offer rules. If this is not checked, it will schedule the next transaction based on the current Cycles Scheduled Date.

   🚧

   Pay Attention

   An example of Scheduling Next Transaction from Now - The renewal is scheduled for 12/15 but you Process Now on 12/2.

   • The offer is every 30 days.
   • If the box is checked, the next renewal will be 1/2.
   • If the box is not checked the next renewal will be 1/15

   

Use Case

There are many reasons to process a scheduled transaction earlier. Commonly the customer wants their subscription early - they ran out of the item, or they want additional product sooner.