Page Comparison

Status

The Status field indicated the current status of the auto order as:

• Enabled
• Disabled (occurs when the payment for the next scheduled fails the specified attemps as configured in the Auto Order Processing Retry Settings)
• Cancelled by Customer
• Cancelled by Merchant
• Cancel After

To modify that staus of the order, select the new status from the drop-down list , then click the save button at bottom of the page to save the changes.

Affiliate

The Affiliate section displays a field for "Override Affiliate ID", where you can enter an affiliateID to the order.

Payment Information

The Payment Information section is the section where you'll be able to update the customers credit card details, as well as review or edit the Billing Attempts and Next Billing Attempt date.

The number of billing attempts will determine when the auto order will automatically disable due to failed processing attempts.
See: Auto Order Processing#RetrySettings

This field indicates the next date the credit card will be processed after failure. The default is every 3 days. If the card fails after 3 attempts, the Auto Order will be set to inactive (the check mark in the Enable Field will automatically be removed).

Original Item ID - is the Item ID you assigned during creation of the item in the item editor. This field cannot be changed. 

Quantity - will be the Quantity of the item that the customer selected on the original order.

Next Item ID - This will be the item that is processed in the next rebill. This is initially determined by the steps configured on the original item. You can manually change the itemID by typing in a new item ID. That item ID will carry forward using the same frequency as is configured in the original item auto order steps. you can manually override the frequency in the override settings.

Paused - When selected the auto order will be paused, the next shipment date will be pushed back each day until it has been un-paused.

Next Shipment - Represent the next time the auto order will process a new rebill. This is reset upon each rebill based upon the steps schedule of the original auto order item or the override settings.

Next Preshipment Notice - This date will be populated by the 'Preshipment Days field in the Steps configuration on the original Item ID.
PLEASE NOTE: Manually configuring the Preshipment date field will only work for the next rebill. This is because the Pre-shipment date calculation is performed as a trigger upon the processing of the next rebill. So check the step configuration in the original Item ID to set the ongoing preshipment date configuration.

Number of Rebills - This is initially calculated by the number of rebills for the auto order. This is used to determine the end date for a item step or the total number of rebills for installment billing configurations.

OVERRIDE (Settings) - Configure these by clicking the 'Edit' button

Frequency Override - Use this to override the defaulted frequency for the item rebills.

No Orders After - Use this to cause the auto order to stop rebilling after a a specified date.

Unit Cost - Use this to override the default item cost for future rebills.

Unit Cost for Next "x" Orders - Configure this is the Unit Cost override should only process for 'x' number of future rebills. Once that rebill count is reached the item will revert to the default rebill amount.

Percentage Discount - Configure a percentage discount on the unit cost for the item.

Add Item Button

The "Add" (item) button can be used to add additional items to the existing auto order. 

Add non auto order items to existing auto orders

Add-On Items

New Feature (06/062023) 

The Add-On Items section allows for the adding of items for a limited number of rebills.

To add an Add-On item:

1. Click the 'Add' button then enter the Item Id of the item. You'll see a confirmation message appear at the top of the page:
   
2. Next scroll down to the Add-On Items section to configure the 'Next X Orders'. The field will be fill with 1 by default, so edit if needed. You'll also have options for free shipping for the item as well as an arbitrary cost field (otherwise the default item cost will apply.)
3. After make your adjustments, click the Save & Reload button to save the changes.
4. Review the future orders tab to ensure you see the proper future order rebill schedule.