Changing or cancelling a subscription

In 4planning you cannot change an existing subscription directly. When a member needs a different fee plan, you pause or cancel the current subscription and then create a new one.

Why can't subscriptions be edited directly?

This approach keeps the financial administration clear and prevents mistakes in payments and history.

• All previous instalments stay correctly recorded.
• The administration stays clear.
• Changes are easy to follow.

Step 1: Go to the subscriptions

1. Go to Finance in the left-hand menu.
2. Click Membership fees.
3. Open the Subscriptions tab.

Step 2: Pause or cancel the existing subscription

1. Open the member's subscription.
2. Choose Pause or Cancel.

Pausing suits temporary situations. Use cancelling when the subscription stops for good.

Step 3: Create a new subscription

After pausing or cancelling you can set up a new subscription with a different fee plan.

• Choose the right plan.
• Set the payment method.
• Enter the start date.

Tips for effective use

• Check the agreements with the member first.
• Use notes or your administration for extra context.
• Make sure changes are communicated clearly.

Good to know

• Subscription history is preserved.
• This prevents mistakes in payments.
• You keep an overview of your financial administration.