Share a Customer Manage Link
For a subscription:- Go to Subscribers and select the customer.
- Open the
...menu. - Choose Customer Manage Link.
- Copy or share the link.
- Go to Instalment Plans and select the plan.
- Open the
...menu. - Choose Customer Manage Link.
- Copy or share the link.
Help a Customer Update Payment Details
Share the Customer Manage Link for the relevant subscription or instalment plan. The customer opens the link and follows the payment-method options Newie makes available for that record. If the customer is updating an overdue invoice, they should use the link connected to that invoice or purchase rather than starting a new checkout.Help a Customer Retry a Failed Payment
Share the relevant Customer Manage Link or Customer Payment Link. The customer can update payment details and complete the supported retry flow. You can also manage the invoice yourself from Invoice History. See Fix Failed Payments and Overdue Invoices.Help a Customer Find a Receipt or Purchase
Send the customer to Manage a Purchase for customer-facing steps. From the provider side, open the paid invoice or purchase and email or download the receipt.Let a Customer Pause Their Subscription
Turn on customer self-pause for the subscription service. When enabled, the customer can pause from their manage flow. Every pause needs an end date. Self-pause applies per subscription service and does not apply to instalment plans.Let a Customer Cancel Their Subscription
Turn on customer self-cancel for the subscription service. When enabled, the customer can cancel immediately or schedule a cancellation from their manage flow where supported. Self-cancel applies per subscription service and does not apply to instalment plans.Resolve Common Customer Questions
A customer subscribed but does not appear in Active
A customer subscribed but does not appear in Active
Check Upcoming for a future-start subscription, search by name and email, check the other sales records, and compare the New Purchase email details.If the subscription still does not appear, contact Newie support with the customer’s name and email.
A customer wants an old or canceled subscription
A customer wants an old or canceled subscription
Open Subscribers, use the status lists, or turn on Show expired. You can also search from All Customers.A fully expired subscription cannot be reactivated; send a new payment link if the customer needs to subscribe again.
A customer asks why a failed payment did not cancel their subscription
A customer asks why a failed payment did not cancel their subscription
A failed payment makes the invoice Overdue but does not automatically cancel the subscription. Recover or void the invoice separately, then cancel the subscription only if that is also required.
A customer wants to keep a subscription scheduled to end
A customer wants to keep a subscription scheduled to end
Change or remove the scheduled cancellation before it takes effect. If the subscription is Expiring, use Don’t Cancel before it fully ends.
A customer needs to move to a different service
A customer needs to move to a different service
Use Switch Service from the subscriber record. To move several subscribers from one service, use Move Subscribers from the service menu.