How to edit a subscription's details in CornerSpot

Once a subscription exists, you can still adjust some of its details — but not everything. Cornerspot locks the line items, taxes, and discounts after creation, while the description, term, and automation toggles stay editable. This guide shows you exactly what you can change on an existing subscription, and how.

What you can (and can't) edit

The edit page shows a lock banner explaining the rule: “Items, taxes, and discounts can't be changed after creation. To restructure this subscription, cancel it and create a new one.” So the things you can change in place are:

  • Description — the friendly name for the subscription.
  • Term (months) — leave it blank for open-ended, or set a fixed number of months.
  • Auto-renew at term end — whether billing continues past the term or the subscription expires.
  • Auto-finalize generated invoices — whether new invoices are issued immediately or saved as drafts to review.

Note: the edit page is only available for active or trialing subscriptions. Cancelled, expired, paused, and past-due subscriptions open the read-only detail page instead.

How to edit a subscription in Cornerspot

1. Open the subscription and click “Edit plan”

Open the subscription's detail page, then click Edit plan in the top-right of the header. This opens the edit form.

A subscription detail page in Cornerspot with the Edit plan button in the header
The subscription detail page, with the Edit plan button in the top-right.

2. Review the lock banner

At the top of the form, the lock banner reminds you that line items, taxes, and discounts are read-only on an existing subscription. They're shown for reference, but you can't change them here — to restructure what's billed, you cancel the subscription and create a new one.

The subscription edit form lock banner explaining items, taxes, and discounts are locked in Cornerspot
The edit form, with the lock banner explaining what can't be changed.

3. Update the Description

Edit the Description field to rename the subscription to whatever makes it easy to recognize on your list and reports.

Updating the description of an existing subscription in Cornerspot
Updating the subscription description.

4. Change the Term (months)

Set the Term (months) to a fixed number of months, or leave it blank for an open-ended subscription. The term works together with Auto-renew at term end to decide whether billing continues or the subscription expires when the term is up.

Setting the term in months on an existing subscription in Cornerspot
Setting a fixed term in months.

5. Adjust the automation toggles

Flip Auto-renew at term end or Auto-finalize generated invoices as needed. Turning auto-finalize off means new invoices are created as drafts so you can review them before they're sent; leaving it on issues each invoice immediately.

Changing the auto-renew and auto-finalize toggles on a subscription in Cornerspot
Changing the auto-renew and auto-finalize toggles.

6. Save your changes

When your changes look right, click Save Changes. Cornerspot applies the update and returns you to the subscription's detail page, where the new values appear in the Subscription metadata card (including Auto-renew and Auto-finalize invoices).

The subscription detail page after saving edits in Cornerspot
Back on the detail page after saving your changes.

Need to change the line items, taxes, or discounts?

Because those are locked, the supported way to restructure a subscription — to change products, quantities, pricing, taxes, or discounts — is to cancel the existing subscription and create a new one with the updated details. Cancel at period end if you want to avoid a gap in service, or cancel immediately if the change should take effect right away.

Tips

  • Use the Description to keep subscriptions easy to tell apart on your list and in reports.
  • Pair Term (months) with Auto-renew at term end: a fixed term with auto-renew off will move the subscription to Expired when the term ends.
  • Turn Auto-finalize off when you want to review each generated invoice as a draft before it's issued.

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