Skip to main content

Migrate Your Legacy Subscription to the New Subscription System (for Customers Paying by Credit Card)

Overview​

Customers paying for a legacy subscription by credit card can migrate their existing subscription to the new subscription system.

Purpose​

Migrate your existing subscription to the new subscription system as part of the update to contract management for the DEXTRE Merchant App.

During migration, you can set the payment method and billing details for future base subscription fees.

Feature Description​

Eligible Subscriptions and Member Permissions​

This procedure is for customers who currently pay for a legacy subscription by credit card and have not yet migrated to the new subscription system.

Members with Primary Owner or Owner permissions can perform the migration.

To switch from a free trial to a paid subscription, see Start a Paid Subscription from a Free Trial.

Billing Cycle, Renewal Date, and Billing Information​

The new subscription retains the billing cycle and next renewal date of the legacy subscription.

During migration, you set the payment method for base subscription fees and the billing information used on invoices and receipts. You can choose credit card payment or bank transfer.

Instructions​

Navigating to the Subscription Migration Screen​

  1. Click Maker Settings > Open Maker Settings.
  2. Click Subscription.
  3. Click the Plan tab.
  4. Click Migrate Subscription.

You will proceed to "Input Subscription Information".

How to Fill Out the Form​

Selecting Credit Card Payment​

  1. Select Credit Card Payment under Payment method.

  2. Under Credit Card for Payment, select the card to use.

    To register a new card, select Set a New Credit Card and enter the following information:

    • Credit Card: Enter the card number.
    • Expiration: Enter the expiration date in MM/YY format.
    • CVC: Enter the card's security code.

  3. If you entered new card information, click the Register button.

Selecting Bank Transfer​

Select Bank transfer under Payment method.

Entering Billing Information​

Under Billing information, enter the address, business name, and contact details to use on invoices and receipts. If information is already filled in, review it and update it as needed.

  • Country (Required)
    • Select from the dropdown.
  • Zip Code (Required)
  • State (Required)
  • City (Required)
  • Address1 (Required)
  • Address2 (Optional)
  • Business Name (Required)
  • Address Name (Required)
    • Enter a label to help you identify this address.
    • Examples: Head office, Branch.
  • Phone Number (Required)
  • Email (Required)

Reviewing the Preview and Completing the Migration​

  1. After setting the payment method and billing information, click Next.
  2. In "Preview Subscription Information", review the Payment and Address details. To make changes, click Back and update your entries.
  3. Confirm that the information is correct, then click Migrate.

If the process succeeds, you will return to "Subscription" and a notification will confirm that the migration is complete.

Important Notes​

No Base Subscription Fee Is Charged During Migration​

The payment method set during migration will be used for base subscription fees from the next billing date (renewal date) onward.

If you select bank transfer, pay by the due date shown on the issued invoice.

Specify an Email Address That Can Receive Billing Communications​

The email address you enter is also saved in both the Primary Email Address and Notification Email Addresses fields. Specify an email address that can receive billing communications.