> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/subscriptions/managing-subscriptions.md). # Managing subscriptions Day-to-day operations on live subscription contracts: finding them, changing them, recovering billing, handling pauses and cancellations, and reading a contract's history. Everything here works on **existing subscription contracts** that your customers have in their account. Setting up plans and storefront selling is covered in [Getting started](/subscriptions/getting-started/getting-started-with-subscriptions.md); this section is the day-to-day operating manual for the Subscriptions list and the contract page. ### Find and organise contracts * [Filtering the Subscriptions list](/subscriptions/managing-subscriptions/filtering-the-subscriptions-list.md): every filter type, what it matches, and how to combine them. * [Working with subscriptions in bulk](/subscriptions/managing-subscriptions/working-with-subscriptions-in-bulk.md): the Actions menu, exporting, importing, emailing subscribers, and bulk payment-method updates. ### Change a contract * [Create a subscription for a customer](/subscriptions/managing-subscriptions/create-a-subscription-for-a-customer.md): build a contract from the admin, products through start date. * [Adjusting an upcoming subscription order](/subscriptions/managing-subscriptions/adjusting-an-upcoming-subscription-order.md): change a single cycle without touching the rest of the contract. * [Changing shipping on a subscription contract](/subscriptions/managing-subscriptions/changing-shipping-on-a-subscription-contract.md): move a contract to a different shipping rate, or set a custom one. * [Updating a customer's payment method](/subscriptions/managing-subscriptions/updating-a-customers-payment-method.md): switch a contract to a new card or wallet, singly or in bulk. * [Rewarding a subscriber with free shipping](/subscriptions/managing-subscriptions/rewarding-a-subscriber-with-free-shipping.md): apply a free shipping promotion to an active contract as a reward or retention offer. ### Billing and recovery * [Manually charging a subscription (Order Now)](/subscriptions/managing-subscriptions/manually-charging-a-subscription-order-now.md): charge on demand, and how it interacts with dunning. * [Marking a subscription as Failed](/subscriptions/managing-subscriptions/marking-a-subscription-as-failed.md): when to move a contract to Failed yourself instead of waiting for dunning. * [Customizing the Payment Method Update email](/subscriptions/managing-subscriptions/customizing-the-payment-method-update-email.md): edit the email behind the $1-checkout recapture flow. * [Sending Roadmap emails from your own address](/subscriptions/managing-subscriptions/sending-roadmap-emails-from-your-own-address.md): replace the default sender with your own verified address. {% hint style="info" %} The automatic retry schedule for failed payments lives in [Failed payment retries](/subscriptions/pricing-and-billing/failed-payment-retries.md), under Pricing & billing. {% endhint %} ### Pauses, cancellations, and churn * [Pausing, canceling, and reactivating subscriptions](/subscriptions/managing-subscriptions/pausing-canceling-and-reactivating-subscriptions.md): how each status change behaves for you and the customer. * [Churn prevention: cancellation and pause flows](/subscriptions/managing-subscriptions/churn-prevention-cancellation-and-pause-flows.md): intercept cancellations with a guided flow that captures reasons and offers a pause. ### Read a contract's history * [The Subscription Activity Timeline](/subscriptions/managing-subscriptions/the-subscription-activity-timeline.md): every event on a contract, payments, edits, customer actions, and Klaviyo triggers. * [The Customer Subscription History card](/subscriptions/managing-subscriptions/the-customer-subscription-history-card.md): a customer's lifetime subscription totals at a glance. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.roadmap.so/subscriptions/managing-subscriptions.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.