Introduction

In circuly, you can edit orders—such as changing products, addresses, or prices—before a subscription has been created. Once a subscription is attached to an order, the order becomes locked and can no longer be modified. This edit functionality is especially useful when handling last-minute customer requests or internal adjustments, such as correcting details or switching products before finalising the subscription.

Feature Overview

The Edit Order feature allows you to update key components of an existing order directly from the circuly Hub. When you select “Edit Order,” circuly creates a draft copy of the original order, preserving all items, customer details, and payment info. You can then adjust the draft as needed and confirm it as a new, active order.

Key things you can do during editing:

• Add, delete, or modify order items
• Update shipping or billing addresses
• Send the updated order directly to the customer as a pre-filled checkout link or simply confirm it internally
• Choose whether customer confirmation is required or not
• Trigger new payment collection if needed

Once confirmed, the edited order is treated as a new order in both circuly and your shop system. The original order must be cancelled and, if applicable, refunded manually.

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Step-by-Step Guide

Editing an Order

• Log into your circuly Hub.
• Navigate to the Orders tab and select the order you wish to edit.
• Click on the three dots in the top-right corner and select Edit Order.
• circuly will create a draft version of the order.
• From here, you can:
  • Click Add to include new products or the cross icon to remove products (note: this doesn't trigger an automatic refund).
  • Click Edit to modify item details such as product variant, pricing, or quantity.
  • Update shipping and billing address fields.
• Choose how the updated order should be processed:‍
  
  • Send to customer for confirmation (toggle on): Sends a pre-filled checkout link for approval.‍
  • Process internally (toggle off): The order is confirmed without customer involvement, using their original payment method.

• Click Create Order to finalize the updated order.

Customer journey

If the updated order is sent to the customer:

• The customer receives a new checkout link.
• They open the link, review the updated order, and re-enter their payment details.
• Once checkout is complete, the draft becomes a finalized order.

If the order is processed internally:

• The customer does not need to take any action.
• The payment method from the original order is reused.
• The customer receives an updated order confirmation email.

In both cases, the updated order becomes active, and the original order should be cancelled and refunded manually if needed.

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What happens next

Cancelling and refund the original order

You need to cancel (and refund) the old order manually with a suitable message so that your customer understands why he / she is charged (again).

To do so open the order > click on the three dots at the top right > select cancel order to do so and select the checkbox "full refund". If you only want to partially refund an order, please learn more about refunding an order here.

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Charging the initial payment of the updated order

Once the updated order is created, you have to charge the initial payment manually.

To charge the initial payment open up the updated order > click on the three dots at the top right > select Charge Initial Payment.

When charging the initial payment, you can add a custom message to explain why your customer is charged. Make sure to click on charge xx,xx so that the payment will be initiated through your payment service provider. The customer will then also automatically receive an invoice.

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How to identify edited orders?

You can identify edited orders easily since they marked as Origin: Clone. You can always find the original order by copy / pasting the parent ID in the order search (for example if you want to cancel and refund the original order).

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You will also find this information in the order list:

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