Edit and synchronise a subscription | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/edit-and-synchronise-a-subscription
Publisher: Pixie Technologies LLC

How-to guide
Edit and synchronise a subscription

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to update supported local settings and synchronise the CRM record with its payment provider.

Audience: Finance staff; Feature: Subscription; Permission-aware; 

Where to goSubscriptions → Open subscription

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Update supported local settings and synchronise the CRM record with its payment (https://pixiecrm.com/help-centre/topic/payment) provider (https://pixiecrm.com/help-centre/topic/provider). Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Subscriptions → Open subscription and locate the existing record.

- Check status, activity, related transactions and client (https://pixiecrm.com/help-centre/topic/customer)-visible history before editing.

- Change only the fields required by the current business event.

- Recalculate or recheck dates, totals, tax (https://pixiecrm.com/help-centre/topic/tax), ownership and visibility when those values are affected.

- Save and resolve any validation errors on the same form.

- Refresh or reopen the record and confirm the new value appears in the summary and activity history.

- Notify the customer (https://pixiecrm.com/help-centre/topic/customer) or responsible team only when the edited information changes their action or obligation.

Settings to check

Customer (https://pixiecrm.com/help-centre/topic/customer)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Subscription nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Amount and currency (https://pixiecrm.com/help-centre/topic/currency)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing intervalCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Tax (https://pixiecrm.com/help-centre/topic/tax)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Payment (https://pixiecrm.com/help-centre/topic/payment) gatewayCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Verify gateway credentials in test mode.

- Confirm the customer (https://pixiecrm.com/help-centre/topic/customer) email (https://pixiecrm.com/help-centre/topic/email).

- Review webhook and recurring payment (https://pixiecrm.com/help-centre/topic/payment) status after checkout.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)provider (https://pixiecrm.com/help-centre/topic/provider)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Configure online payment gateways (https://pixiecrm.com/help-centre/configure-online-payment-gateways)Troubleshoot subscription and webhook updates (https://pixiecrm.com/help-centre/troubleshoot-subscription-and-webhook-updates)Create a customer subscription (https://pixiecrm.com/help-centre/create-a-customer-subscription)Record an invoice payment (https://pixiecrm.com/help-centre/record-an-invoice-payment)Record a batch payment (https://pixiecrm.com/help-centre/record-a-batch-payment)