How Customers manage Recurring Orders

Enabling Recurring Orders in My Account adds a link to the My Recurring Orders page /zoey_sales/recurring/history/ on customers' My Account, where they can:

• see their recurring orders, the next order date and the orders already placed
• skip the next order, or pause and resume a recurring order
• change quantities, the schedule, addresses, the shipping method and the payment method
• cancel a recurring order

Customers can also be allowed to make an order recurring during checkout.

---

Let Customers Manage Their Recurring Orders in My Account

1. Go to Orders > Settings > Recurring Orders and open the Recurring Orders In My Account section.
2. Set Show Recurring Orders In My Account to "Yes".
3. Choose what customers can do using the settings described below.
4. Save your changes.

Once the feature is on, My Recurring Orders is added to your theme's account links and dashboard quick links. The link only shows when Show Recurring Orders In My Account is set to "Yes". You can rename or move it in the Design Center like any other account link.

Recurring Orders In My Account Settings

These settings control what customers can do with their recurring orders in My Account, whether they can create recurring orders at checkout, and whether admins are emailed when a customer makes a change.

Customers can still pause or cancel a recurring order during the lock. To make a change during the lock, they need to contact you.

---

Payment Methods

Recurring orders can only use offline payment methods, such as Net Terms, Purchase Order, Check / Money Order and Bank Transfer. Saved cards aren't charged on recurring orders.

• At checkout, Make this a recurring order only appears when the customer chooses an offline payment method.
• In My Recurring Orders, customers can switch to another offline payment method that you offer at checkout.
• If you set an admin-only method on the recurring order, such as Send Invoice, it stays until the customer changes it.

---

Who Can See and Change a Recurring Order

• The customer who owns the recurring order can see and change it.
• Company contacts can see the recurring orders of a location when their role can view company orders for that location.
• To change one, the contact's role also needs permission to approve pending orders for that location. Other contacts see it read-only.

This keeps a contact who can only view orders from placing orders that would otherwise need approval. To set up role permissions, see Account Roles & Permissions.

---

Creating a Recurring Order at Checkout

When Customers Can Create Recurring Orders At Checkout is set to "Yes", customers see Make this a recurring order on the review step of checkout.

1. Choose an offline payment method.
2. Check Make this a recurring order.
3. Choose how often it should Repeat.
4. Optionally, choose the date to First repeat on. Leave it empty to repeat one period from today.
5. Optionally, enter a Name for the recurring order.
6. Place the order.

The order is placed as usual, and a new recurring order is saved from it. It's listed in the admin under Orders > Drafts > Recurring Orders with your other Recurring Order Drafts.

---

My Recurring Orders

Customers can see their recurring orders by going to My Account > My Recurring Orders. Click View to open a recurring order and see or change its details.

The list shows each recurring order's Name, how often it Repeats, the Next Order date, the Estimated Total and the Status.

Recurring Order Details

Click View to open a recurring order. The page shows:

• Schedule: how often it repeats, the next order date and the last order
• Items with quantities and prices
• Ship To address and Shipping Method
• Payment Method and Billing Address
• Estimated totals
• Orders Placed: the orders this recurring order has already created

---

Managing a Recurring Order

Skipping the Next Order

Click Skip Next Order to skip the next scheduled order. The recurring order stays active, and the page shows the skipped date and the next order date.

To place the skipped order after all, click Undo Skip.

Customers can skip one order at a time, or pause the recurring order indefinitely.

Pausing and Resuming

Click Pause and confirm. No orders are placed until the customer clicks Resume.

If an order fails to be placed, the recurring order goes On Hold. The customer sees a message asking them to contact you. Once you've fixed the problem, set Enabled to "Yes" on the Recurring Order Draft in your admin. See Failed Recurring Orders.

Cancelling

Click Cancel Recurring Order and confirm.

Changing a Recurring Order

Click Change next to any section to edit it on the page. Click Save to keep the change or Cancel to close the editor.

• Items: change quantities. Set a quantity to 0 to remove the item. At least one item must stay. Customers can't add new products to an existing recurring order.
• Schedule: change how often it repeats and the next order date. Later orders repeat from the new date.
• Ship To and Billing Address: choose from the same addresses offered at checkout. For a company, these are the location's addresses.
• Shipping Method: choose from live shipping rates. If a new address doesn't offer the current method, the cheapest available method is chosen and the customer is told. A custom shipping amount set by the store can't be changed by the customer.
• Payment Method: choose another offline payment method offered at checkout.

When the lock starts, the customer sees a message that the recurring order can no longer be changed or skipped, and is asked to contact you.

---

Tracking Customer Changes

Every customer change is recorded in the Audit Log of the Recurring Order Draft. The log shows which customer made the change, with their name and email, and what changed.

In Orders > Drafts > Recurring Orders, you can add the Skipped Order Date and Cancelled Date columns from the Gear icon.

To get an email each time a customer changes a recurring order, set Email Admins About Customer Changes to "Yes" and enter the Email Receivers.