A Beginner's Guide to Subscription Contracts
Subscription contracts let you manage the ongoing subscriptions that are created after a customer checks out using one of your subscription plans. From the contract page, you can view upcoming renewals, billing and shipping info, historical activity, and handle changes like rescheduling, skipping, or canceling the subscription.
When to Use This Guide
Use this guide to:
- Understand the details of an individual customer's active subscription
- Change renewal schedules, customer details, or fulfillment instructions
- Troubleshoot issues like failed payments or confusion about charges
- Pause, cancel, or reactivate subscriptions as needed
What Is a Subscription Contract?
A subscription contract is created after a customer completes checkout with a subscription option. The chosen subscription option defines the general rules (frequency, discount, etc.), the contract stores the live, customer-specific version of those rules — including billing events, payment status, upcoming deliveries, and more. Any changes made to the purchased subscription plan in the future, will not affect existing subscription contracts.
Table of Contents
- Editing contract terms
- Analytics
- Subscription order overview
- Prepaid schedule
- Upcoming renewals
- Renewal & order history
- Summary
- Notes
- Customer & payment method
- Timeline
Editing contract terms
You can edit all terms relating to the subscription contract by clicking the Edit button on the top right of the page (bottom center on mobile). This allows you to edit the following:
- Subscription products, quantities, prices and product-specific discounts
- Shipping costs
- Contract duration limits (minimum and maximum number of orders)
- Delivery frequency
- The selected subscription option
- Subscription discount
- Billing mode - pay per order or prepaid
- Order frequency
Analytics
Shows key subscription metrics:
- Amount spent:
Total revenue from all orders in this subscription.
- Renewals:
Number of successful charges — this excludes the initial order at checkout.
Use this to quickly assess the lifetime value (LTV) of this customer’s subscription.
Subscription Order Overview
Displays the core contents of the customer’s subscription:
- Products and variants
- Quantity and pricing
- Discounts
- Shipping rates
- Total order value
This is useful for confirming exactly what is included in upcoming orders.
How to pause, cancel, or reactivate subscription contracts and orders
Action buttons inside the subscription overview card allow you to:
- Reactivate:
Resume a paused or failed subscription.
- Pause:
Temporarily stop future renewals and billing without canceling. The subscription can be reactivated from this page or via the customer portal
- Cancel:
Permanently end the subscription. The customer will not be billed again and no new orders will be created.
Prepaid Schedule
Only visible for prepaid contracts.If the customer prepaid for multiple deliveries, this section shows the planned fulfillment dates. Each one corresponds to an upcoming shipment that has already been paid for.
Upcoming Renewals
Lists the next several renewal events, including:
- Renewal date
- Amount to be charged
- Products and any changes
Click Edit schedule to:
- Change the date for a subscription order renewal
- Skip one or more future charges
- Delay fulfillment due to customer request or stock issues
Renewal & Order History
Shows all completed orders and past billing attempts tied to this contract:
- Shopify order links
- Amount charged
- Date of fulfillment or error
Use this to:
- Investigate fulfillment problems
- Confirm successful charges
- Reconcile with payment history
Summary
Displays key contract terms:
- Order frequency:
How often the customer is billed and fulfilled
- Discount:
Recurring subscription discount (if applicable)
- Billing mode:
Pay per delivery or prepaid
- Duration limit:
Minimum renewals required before the customer is able to cancel through the customer portal. Maximum renewals allowed before the subscription automatically expires and stops charging the customer and creating new orders.
These values are based on the subscription plan at the time of purchase.
Notes
You can add internal notes here that are automatically added to each order created from the subscription.
Use notes to:
- Track special instructions or packaging preferences
- Record internal communication
- Flag important info for fulfillment staff
Customer & Payment Method
This section includes:
- Customer name and contact info
- Shipping address (editable)
- Payment method (Shopify-managed)
- Other active subscriptions for this customer
To update the address, click the ✏️ icon next to Shipping address.
Timeline
Every event tied to this contract is logged here, including:
- New orders
- Payment successes or failures
- Manual changes (e.g., skipped, paused, reactivated)
- Whether the event was triggered by merchant or customer
Use this when troubleshooting issues or reviewing changes to the subscription.
Related Guides
- A Beginner’s Guide to Subscription Plans
- Beginner’s Guide to Subscription Options
- How Prepaid Subscriptions Work
- Using Commitment Periods
AI Training Notes (Hidden)
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- Feature: Subscription Contract
- Parent: Subscription Plans
- Key Actions: View, Edit, Skip, Pause, Cancel, Reactivate
- Data fields: Schedule, Prepaid deliveries, Payment status, Notes, Timeline
- UI Phrases: “Edit schedule”, “Pause”, “Shipping address”, “Timeline”
- Related Guides: Plans, Options, Prepaid, Commitments
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Updated on: 07/14/2025
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