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Managing Subscription Orders

How CartGenie's subscription management helps makes fulfillment easy

Subscription products create an ongoing relationship with your customers, but each successful renewal is still treated as its own order inside CartGenie. This allows you to manage fulfillment, refunds, shipping, tracking, inventory, and reporting for every renewal independently while still keeping everything connected to the original subscription.

Viewing Subscriptions

All subscriptions can be viewed from the Subscriptions section of the CartGenie dashboard.

Here you can see important information including:

  • Subscription status (Active, Paused, or Canceled)

  • Customer information

  • Products included in the subscription

  • Billing interval

  • Upcoming renewal dates

  • Subscription history

The Subscriptions section is the primary place for managing the ongoing subscription itself.

Subscription Renewal Orders

Every successful subscription renewal automatically creates a new order in the Orders section of CartGenie.

These renewal orders behave like standard orders and can be fulfilled, refunded, canceled, shipped, and tracked independently

Order Number Format

Subscription renewal orders use a suffix to identify which renewal generated the order.

Examples:

  • #1001-1 = First renewal for subscription order #1001

  • #1001-2 = Second renewal for subscription order #1001

  • #1001-5 = Fifth renewal for subscription order #1001

If the original order contains multiple subscriptions, a letter is added to distinguish them:

  • #1001-2A = Second renewal for the first subscription in order #1001

  • #1001-2B = Second renewal for the second subscription in order #1001

This makes it easy to identify both the original order and the renewal sequence.

Email Notifications and Integrations

Subscription renewals trigger many of the same workflows as other CartGenie orders.

When a renewal is successfully charged:

  • The customer receives the Payment Successful email.

  • The customer receives the Subscription Renews Soon email if it is enabled and configured.

  • Store administrators receive the Order Received notification email.

  • Webhooks are triggered.

  • Zapier automations are triggered.

  • Shippo integrations and fulfillment workflows are triggered.

  • Any other order-based integrations continue to function normally.

This allows subscription renewals to fit seamlessly into your existing operational processes.

Fulfilling Subscription Orders

Each renewal order has its own:

  • Payment status

  • Fulfillment status

  • Shipping information

  • Tracking number

  • Order timeline

Subscription renewal orders can be fulfilled exactly like any other order in CartGenie.

For example, a customer with a monthly coffee subscription may receive a new renewal order every month, each with its own shipment and tracking number.

Inventory Management

Subscription renewal orders affect inventory the same way as standard orders.

If inventory tracking is enabled for a product, inventory will be deducted each time a subscription renewal order is successfully created. This helps ensure stock levels remain accurate as recurring orders are processed over time.

Managing Renewal Orders

Subscription renewal orders appear in the Orders section alongside your other orders and can be managed using the same tools and workflows.

You can:

  • Search for renewal orders

  • Filter renewal orders

  • Export renewal orders

  • Fulfill orders

  • Add tracking numbers

  • Refund orders

  • Cancel orders

This allows subscription orders to fit seamlessly into your existing order management process.

Viewing Renewal History

The original order contains timeline events for subscription activity and renewal orders.

Each renewal event includes a direct link to the corresponding renewal order, making it easy to:

  • Review past charges

  • View fulfillment history

  • Access tracking information

  • Audit subscription activity over time

Refunding Subscription Orders

Refunds apply only to the specific renewal order being refunded.

For example, if a customer has been successfully charged for six months and you refund the sixth renewal, only that individual payment is refunded.

Previous renewal payments remain unchanged.

Refunding a renewal order does not automatically cancel the subscription unless you enable the option in the refund dialog to cancel the subscription as well.

This allows you to issue a one-time refund while keeping future subscription renewals active.

Canceling Subscription Orders

Canceling an individual order only changes the status of that specific order.

It does not cancel the customer’s subscription.

If you want to stop future renewals, you must also cancel the subscription by enabling the option in the cancellation dialog or by canceling the subscription directly from the Subscriptions section.

This separation allows you to cancel fulfillment of a specific shipment while allowing future renewals to continue.

Canceling a Subscription

Canceling a subscription prevents future renewal orders from being created.

However, canceling a subscription does not affect renewal orders that have already been generated. Any existing renewal orders remain in CartGenie and can still be fulfilled, refunded, canceled, or otherwise managed like normal orders.

For example, if a subscription renewal order was successfully created yesterday and the subscription is canceled today, the renewal order will remain unchanged while future renewals will no longer be generated.

Subscription Management vs. Order Management

It is important to understand the difference between subscriptions and orders:

  • Subscriptions control future billing and renewal behavior.

  • Orders represent individual charges and shipments.

Actions taken on an individual order generally affect only that order unless you explicitly choose to update the subscription as well.

This gives you complete control over individual renewals while preserving the customer’s ongoing subscription when appropriate.

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