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Moving existing customers involves transferring their billing arrangement as well as setting up services. The handover needs to preserve what each customer should pay and prevent the old platform and Newie collecting the same period twice.

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Choose the migration route

Newie offers guided migrations from Stripe. Contact Newie support with the platform you use and the number of customers you want to move. Support can confirm the available route and what customers need to do. For other platforms, what can be transferred depends on the current setup. The steps below cover customers who need to complete a new Newie checkout. Follow the agreed migration process for subscriptions being transferred with Newie’s help.

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Carry across the remaining billing arrangement

For each customer who needs a new checkout, record:
  • the service, inclusions and terms they are moving to;
  • the price and billing frequency;
  • the last period charged by the old platform and the first payment due in Newie; and
  • any remaining payment count or unpaid balance for a fixed program.
This gives you the details to enter in Newie. Customers can have different next payment dates, so their new billing starts do not all need to be the same. For a partly paid fixed-price program, set up the amount still to be collected under the new arrangement. Do not enter the original full price again. Keep any unresolved invoices on the old platform in your migration records; a new purchase does not settle them automatically.

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Prepare the Newie service and start date

Open Sell → Services → New Service. Use Subscription for a recurring price or Instalment Plan for a remaining fixed total paid over time. Enter the billing period and, where relevant, the remaining payment count. Set Billing Starts to when Newie should begin collecting. Reuse a standard service when several customers are moving to the same service and terms. For a different price or start date on a new purchase, create a Custom Pricing Link from that service’s ... menu. For subscriptions with Intro Pricing, the intro period comes before the main-price payment count. For any Setup Fee, remember it is additional and charged at purchase even if regular billing starts later. Include only the charges that belong in the migrated arrangement. Service Settings & Features explains those fields.

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Complete the handover for each customer

  1. Send their Newie checkout. Explain the last billing date on the old platform, the first billing date in Newie and any new terms they are accepting.
  2. Confirm their Newie purchase. Open All Customers, select the customer and review the service, price and first billing date on their subscription or plan. A customer who has not completed checkout still needs to finish this step.
  3. End the old billing at the agreed handover date. Use the old platform’s controls and confirm that it will not charge for a period Newie is collecting.
  4. Record the completed move. Keep the old cancellation confirmation and Newie purchase details together. Check the first Newie invoice when it becomes due.
If the customer has not completed checkout by the planned date, contact them to agree a revised handover date. A sent link alone does not establish their new billing.

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Follow the new payments

Use the customer’s Invoice History to see the first Newie payment and later attempts. A bank payment may take time to confirm. If it fails, use Failed Payments & Overdue Invoices to review Auto-Retry and Overdue Assistant before taking over recovery yourself. Last updated: 2026-09-11