Subscriptions and recurring revenue
Edit and synchronise a subscription
Practical Pixie CRM instructions for edit and synchronise a subscription, including where to go, what to check and how to confirm the change saved correctly.
Where to goSubscriptions → Open subscription
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for edit and synchronise a subscription, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Subscriptions → Open subscription in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Customer, Subscription name, Amount and currency, Billing interval.
- Then check Tax, Payment gateway, Status. Use verified information and do not fill optional values with placeholders.
- Complete Edit and synchronise a subscription using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Customer
Subscription name
Amount and currency
Billing interval
Tax
Payment gateway
Status
Checks before you finish
- Check customer, plan, recurrence and start date.
- Verify payment gateway and currency.
- Review trial, renewal and cancellation behaviour.
- Confirm subscription state after saving.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.