Archive a Subscription

Archive a subscription only after it has been cancelled or has expired. Archiving is a way to move a finished subscription out of the active billing workflow; it does not cancel an active subscription or erase its payment history.

Before you archive

1. Open the member’s subscription.
2. Confirm that it is cancelled or expired.
3. Review the end date, related invoices, and payment history.
4. If the subscription is still active, cancel it first using Cancel a Subscription. Do not archive it as a substitute for cancellation.

Kanri does not allow archiving a subscription that is still active. The archive action appears for an eligible cancelled or expired subscription.

If Auto-archive superseded subscriptions is enabled in Settings → Behaviors, Kanri can also archive an expired or cancelled subscription when the member already has a newer active subscription.

Archive the subscription

1. Open the cancelled or expired subscription.
2. Select the archive action in the subscription’s Information area.
3. Confirm Archive.
4. Return to the member’s subscriptions and verify that the historical record is no longer treated as active.

Archiving does not issue a refund, change an invoice, or remove charges. Use the invoice and charge records to review payment history. The archive action is not an unarchive or restore workflow, so verify that the subscription is finished before confirming.

For current and past subscription records, see Subscriptions. For payment history, see View Payment History.