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How Learners Update Their Card, Cancel a Subscription and Get Receipts

What your learners can do themselves from My Profile in the member portal.

Rahul
Rahul
Creator

Learners manage their own payments from My Profile in the member portal. First make sure they can see the pages.

Show Transactions and Subscriptions to learners

Go to Settings → Member Portal → Customise member portal and, under Profile menu, switch on Transactions and Subscriptions.

Update the card on a subscription (Stripe)

  1. In the member portal, open My Profile and click Subscriptions.
  2. Click the ⋮ menu on the subscription.
  3. Click Change Card and enter the new card on the secure Stripe page.

This works for active Stripe subscriptions. Razorpay subscriptions are managed in the learner's bank or UPI app, so Change Card is not shown for them.

When a renewal payment fails (Stripe)

The learner sees a message on the course or bundle page with Retry Payment and Update payment method. Retrying opens the payment on Stripe; once it is paid and the page is refreshed, access returns.

Cancel a subscription

  1. Open My Profile → Subscriptions.
  2. Click the ⋮ menu and choose Cancel Subscription.
  3. Click Yes, cancel.

The learner keeps access until the end of the current billing period. You are emailed when a learner cancels. You can also cancel a learner's subscription yourself from the Subscriptions report.

Download a receipt

  1. Open My Profile → Transactions.
  2. Click View Receipt on the purchase, then Download.

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