Can I let my customers set the Auto collection status at the self-serve portal?

Problem Statement

Can I let customers control the Auto collection status at the portal or checkout? Can I default the site-wide Auto collection status to OFF? How do I change the Auto collection status of a subscription manually?

Solution

Customers cannot control Auto collection status at the portal or checkout. Only merchants can change it via the UI, bulk operations, or API.

Steps to Set It Up

Option 1 – Via UI

1. Open the subscription
2. Click Change next to Auto Collection status

Option 2 – Via Bulk Operation

1. Export subscriptions with Auto collection = On and customers who have a payment method

2. Copy the subscription_id column from the subscriptions.csv file
3. Go to Settings > Import & Export Data > Choose a Bulk Operation > Update Subscription for Items

4. Download the sample CSV and update:
   • subscription[id] – from the subscriptions.csv
   • subscription[auto_collection] – set to OFF
5. Upload the CSV and run the bulk operation

Option 3 – Via API

Use the Override Billing Profile API to change the subscription's auto-collection status.