Subscription Management Overview

You can efficiently monitor and control customer subscriptions using the Subscriptions section found under the Payments tab. This feature allows you to track the status of each subscription—whether it is Active, Expired, Canceled, or Failed—throughout its lifecycle. With this tool, you can maintain an organized record of all orders, ensuring you're always updated on the status of customer subscriptions.

Filtering Subscriptions by Date

To locate subscriptions within a specific timeframe, you can use the Date Range feature. By selecting a start and end date from the calendar, the system will show the relevant subscriptions that fall within the chosen period.

Subscription Search Functionality

If you're looking for a specific customer's subscription, simply input their name into the search bar. This will help you quickly pull up their subscription details, allowing you to easily manage their account.

Using Filters for Subscription Data

You can filter subscription data based on status, payment mode, or the source of the subscription. For example, you can filter by Active, Canceled, or Overdue status, or sort by Live or Test payment modes, and even by the type of source—like a funnel or website.

Subscription List Breakdown

When viewing your subscription list, there are several key identifiers to help you keep track of each subscription:

• Provider and Subscription ID: The far-left column contains a unique ID for each subscription, which can assist in tracking and resolving order issues.

• Customer Name: This column shows the name of the customer associated with the subscription.

• Source: Displays where the subscription originated, such as a funnel or website.

• Creation Date: Shows the exact time and date the subscription was initiated.

• Amount: The cost associated with each subscription will be listed in the amount column.

• Status: Subscription status is displayed here, with categories such as Active, Canceled, Overdue, or Expired.

• Actions Menu: Access additional options by clicking the three-dot menu to the right of each subscription. Options include viewing the subscription, the customer, the order, or canceling the subscription.

Viewing and Editing Subscription Details

By selecting View Subscription, you can delve deeper into specific order details:

• Subscription ID: Displays the unique ID for tracking.

• Creation Date: Shows when the subscription started.

• Total Amount: Lists the full charge amount.

• Payment Provider: Provides details about the payment provider and account information.

• Customer Information: Displays the name and email, with a clickable URL leading to contact details.

• Source: Includes order ID, funnel/website details, and more.

• Transactions: Lists transaction data, including provider and charge ID.

Managing Customer Information

Selecting View Customer allows you to edit customer details directly in the Contact details section.