How to Change the Invoicing Method for a Subscription

Admins can now change the billing method on any subscription between Charge Automatically and Send Invoice, depending on whether the parent has a payment method on file.

Billing Method Options

There are two billing methods available:

• Charge Automatically

  Automatically charges the parent's default payment method (such as a credit card or bank account) on the due date.

• Send Invoice

  Sends an invoice to the parent, which they must pay manually.

  
  

⚠️ You can only use Charge Automatically if the parent has added a payment method. If not, the subscription must use Send Invoice.

How to Switch the Billing Method

 From “Send Invoice” to “Charge Automatically”:

1. Go to the subscription you'd like to update.
2. Click Edit.
3. Change the Billing Method to Charge Automatically.
4. The system will now charge the parent’s default payment method on file when payment is due.

From “Charge Automatically” to “Send Invoice”:

1. Go to the subscription.
2. Click Edit.
3. Change the Billing Method to Send Invoice.
4. Set:

• The invoice due date (e.g., when payment should be made).
• The number of days after the invoice is sent for the parent to complete payment.

📌 Good to Know

• Changing the billing method only affects future billing cycles.
• Make sure the parent has a valid default payment method if you're switching to Charge Automatically.
• When switching to Send Invoice, the due date you set will determine when payment is expected.