Overview
ClickBank Vendors selling recurring products can manage subscriptions and view subscription reporting within their ClickBank account. Subscription management is done through the ClickBank Master account view. Subscription management can also be completed using the ClickBank Order API. Note: If you don't have a master account, it's easy to create one. Check out the Master Accounts: Linking Multiple ClickBank Accounts article for more information.
The following subjects are covered in this article:
- How to Assign a Subscription Management Role to a ClickBank User
- How to Upgrade or Downgrade a Subscription
- How to Change the Billing Date for a Subscription
- How to Extend a Subscription
- How to Cancel a Subscription
- How to Refund a Subscription
- How to Reinstate a Canceled Subscription
- How to Change the Shipping Address of a Subscription
- Additional Resources & Related Articles
How to Assign a Subscription Management Role
Only users (including clerks) granted the Subscription Management role in the account can manage subscriptions. To grant a user these permissions, follow these steps.
Step 1: Log in to your ClickBank account. Note: Subscription management is only compatible with a ClickBank Master account. If you have not created a Master account, check out this article to learn how.
Step 2: Click the Users tab.
Step 3: Locate the user you wish to grant subscription management permissions to. Then, click Manage Permissions.
Step 4: Check the Manage Tickets, Manage Orders, and Subscription Management boxes for the user you wish to grant subscription management permissions to. Note: All three boxes must be checked to successfully grant permissions. 
How to Upgrade or Downgrade a Subscription
ClickBank users with subscription management permissions can change a subscription from one product to another. If you upgrade or downgrade a subscription, the product SKY and subscription frequency are changed, but the number of remaining subscription payments remains the same. If the new subscription product has a free trial period, it is skipped in this instance.
When a subscription is upgraded or downgraded, ClickBank will refund a portion of the previous product's last recurring payment (not including the initial payment). This amount is prorated based on the amount of time remaining in the subscription period after the current day. You can choose not to provide this refund for physical products only.
If the original subscription product was a physical product, the new product must also be a physical product that is shippable to all of the locations covered by the original product. If the original product was a digital product, the new product must also be digital. Both products must use the same currency.
A confirmation email is sent to the customer for each change to the subscription, including the product, the prorated refund if you provide one, and the next bill date if you change it. A new charge email is also sent the morning of the next bill date.
If you have Instant Notifications enabled, upgrading or downgrading a subscription triggers a notification. See the Instant Notification Service (INS) article for more information.
Step 1: Log in to your ClickBank account. Note: Subscription management is only compatible with a ClickBank Master account. If you have not created a Master account, check out this article to learn how.
Step 2: Click the Transactions tab.
Step 3: Use the fields to search for the subscription transaction you wish to upgrade or downgrade. Note: You must use at least one of the provided fields to specify a search parameter before completing the search.
Step 4: Click the receipt number of the subscription transaction you wish to upgrade or downgrade. 
Step 5: Click the Manage Subscriptions button near the bottom of the ticket. 
Step 6: Select Change Subscription Product. 
Step 7: Select the new subscription product from the dropdown menu.
Step 8: If you do not wish to apply a prorated refund to this subscription change, uncheck the Apply Prorated Refund checkbox.
Step 9: Click Save.
How to Change the Billing Date for a Subscription
ClickBank users with subscription management permissions can change the billing date for an existing subscription so that the customer would be billed on a new billing date. When a billing date is changed, the customer receives an email with the new billing date.
Step 1: Log in to your ClickBank account. Note: Subscription management is only compatible with a ClickBank Master account. If you have not created a Master account, check out this article to learn how.
Step 2: Click the Transactions tab.
Step 3: Use the fields to search for the subscription transaction you wish to change the billing date for. Note: You must use at least one of the provided fields to specify a search parameter before completing the search.
Step 4: Click the receipt number of the subscription transaction you wish to change the billing date for.
Step 5: Click the Manage Subscriptions button near the bottom of the ticket.
Step 6: Select Change Subscription Bill Date.
Step 7: Enter the new billing date.
Step 8: Click Save.
How to Extend a Subscription
ClickBank users with subscription management permissions can extend an active subscription by adding one or more billing periods to it. When a subscription is extended, a confirmation email is sent to the customer with information about the additional billing periods.
Step 1: Log in to your ClickBank account. Note: Subscription management is only compatible with a ClickBank Master account. If you have not created a Master account, check out this article to learn how.
Step 2: Click the Transactions tab.
Step 3: Use the fields to search for the subscription transaction you wish to extend. Note: You must use at least one of the provided fields to specify a search parameter before completing the search.
Step 4: Click the receipt number of the subscription transaction you wish to extend.
Step 5: Click the Manage Subscriptions button near the bottom of the ticket.
Step 6: Select Extend Subscription.
Step 7: Enter the number of rebill periods you wish to add to the subscription.
Step 8: Click Save.
How to Cancel a Subscription
ClickBank users with subscription management permissions can cancel any active subscription. Once a subscription is cancel, a confirmation email is sent to the customer.
NOTE: Deactivating a product DOES NOT cancel any active subscriptions of that product. If you deactivate a product without cancel any active subscriptions, the customer will continue to get billed. All subscriptions must be canceled using this process. Currently, there is no option to bulk cancel subscriptions.
Step 1: Log in to your ClickBank account. Note: Subscription management is only compatible with a ClickBank Master account. If you have not created a Master account, check out this article to learn how.
Step 2: Click the Transactions tab.
Step 3: Use the fields to search for the subscription transaction you wish to cancel. Note: You must use at least one of the provided fields to specify a search parameter before completing the search.
Step 4: Click the receipt number of the subscription transaction.
Step 5: Click the Create Ticket button.
Step 6: Select Cancel.
Step 7: Select a reason for the cancellation from the dropdown menu.
Step 8: Click Save.
How to Refund a Subscription
Step 1: Log in to your ClickBank account. Note: Subscription management is only compatible with a ClickBank Master account. If you have not created a Master account, check out this article to learn how.
Step 2: Click the Transactions tab.
Step 3: Use the fields to search for the subscription transaction you wish to refund. Note: You must use at least one of the provided fields to specify a search parameter before completing the search.
Step 4: Click the receipt number of the subscription transaction.
Step 5: Click the Create Ticket button.
Step 6: Select Refund.
Step 7: Select a reason for refund from the dropdown menu.
Step 8: Click Save.
How to Reinstate a Canceled Subscription
ClickBank users with subscription management permissions can reinstate a canceled subscription that was canceled within the past 60 days. The next bill date depends on the timing and duration of the cancellation. If the subscription is resumed before the next previously scheduled payment, that payment occurs as normal. If the subscription is resumed after a previously scheduled payment, the next payment date is set to tomorrow, and all future payments are adjusted accordingly. When a subscription is reinstated, a confirmation email is sent to the customer.
Step 1: Log in to your ClickBank account. Note: Subscription management is only compatible with a ClickBank Master account. If you have not created a Master account, check out this article to learn how.
Step 2: Click the Transactions tab.
Step 3: Use the fields to search for the subscription transaction you wish to reinstate. Note: You must use at least one of the provided fields to specify a search parameter before completing the search.
Step 4: Click the receipt number of the subscription transaction.
Step 5: Click the Manage Subscriptions button near the bottom of the ticket.
Step 6: Select Reinstate Cancelled Subscription.
Step 7: Click Save.
How to Change the Shipping Address of a Subscription
ClickBank users with subscription management permissions can change the shipping address for a physical product subscription. When the shipping address of a subscription is changed, the customer receives a confirmation email.
Step 1: Log in to your ClickBank account. Note: Subscription management is only compatible with a ClickBank Master account. If you have not created a Master account, check out this article to learn how.
Step 2: Click the Transactions tab.
Step 3: Use the fields to search for the subscription transaction you wish to change the shipping address for. Note: You must use at least one of the provided fields to specify a search parameter before completing the search.
Step 4: Click the receipt number of the subscription transaction.
Step 5: Click the Manage Subscriptions button near the bottom of the ticket.
Step 6: Click Edit Shipping Info. 
Step 7: Edit the shipping information.
Step 8: Click Save.
Additional Resources & Related Articles
- KNOWLEDGE BASE ARTICLE: Subscription Reporting
- KNOWLEDGE BASE ARTICLE: Vendor Analytics: Reports Glossary
- KNOWLEDGE BASE ARTICLE: Selling Recurring Products
- KNOWLEDGE BASE ARTICLE: Orders API
- BLOG POST: Strategies to Keep Subscribers