Effective fulfillment and customer service require clear internal communication. Adding notes directly to a subscription is a simple yet vital feature for ensuring special requests or internal processes are never missed.
Why Use Subscription Notes?
Subscription notes are internal comments or special instructions that you or your team need to know about a specific customer's recurring order.
Fulfillment Instructions: "Always package in a brown box."
Internal Flags: "High-value customer, handle with care."
Sales Context: "Signed up after requesting a specific integration."
How to Add Notes
Access the Subscription: When you are creating or editing a subscription within the Recurpay dashboard, look for the designated "Notes" field.
Enter Your Details: Type your notes or special instructions into this field.
Save the Subscription: Click the "Save" button to attach the notes permanently to that subscription record.
Shopify Integration: Critically, these notes are not just stored in Recurpay; they are passed on to the order section in the Shopify admin panel every time a new recurring order is generated.
The Benefit: By linking notes directly to the order stream, you ensure your fulfillment and logistics teams are aware of any special handling requirements, reducing errors and improving the customer experience.