Subscriptions
The subscriptions area is where you can find any subscriptions created through your CRM platform. Keep in mind, that recurring invoices are considered invoices and not subscriptions, and so they won’t appear here. Instead, only subscriptions created using recurring products, either through funnels, an online store, or payment links will appear here. Using the filters, you are able to filter by date range, status, source, and use the search function to locate particular transactions. You can also export your subscriptions into a CSV sheet.
Statuses
The following are statuses that can display for a subscription:
Trialing - In a trial period before any charges are applied.
Scheduled - Set to charge in the future but has not yet issued its first charge.
Active - Has been charged and is set to continue to charge.
Paused - Marked as paused and will not charge until unpaused.
Canceled - Manually canceled by a member of your team.
Incomplete Expire - The status if the charge can’t be completed, whether due to wrong payment details, expired card, etc.
Ended - The status if the subscription has hit its endpoint and has charged successfully up until that point.
Quick View
Below the search and filter area, you have your quick view. This area gives details associated with your subscriptions and displays the subscriptions that you have filtered for.
Provider - What payment processor is being used to manage the subscription.
Customer - The customer associated with the subscription.
Source - The name of the payment link, funnel, or store that the subscription came from.
Created - The date that the subscription was first created on.
Amount - The value charged for the subscription each time it is charged.
Status - Indicates the current status of the subscription.
Actions menu - A menu that allows you to make manual actions with the invoice.
Actions
For a subscription, you can use the action menu to:
View Subscription - Brings up details about the customer, source, product, and history of the subscription and charges.
Cancel Subscription - Prematurely ends the subscription.
Share payment update link - Creates a link that the customer can use to update the card that is charged for the subscription.
Pause/Resume Subscription - Allows you to pause active and reactivate paused subscriptions.