In Subotiz, every subscription is linked to a dedicated contract. From the admin, you can review, filter, and manage all subscription contracts in one place. This article outlines how to navigate the contract dashboard, interpret contract statuses, and access linked customer and pricing records.
Contract Features Overview
- A subscription contract is created automatically for each pricing plan purchase.
- Dashboard entries display subscription type, cycle, customer email, status, and pricing details.
- Trial information and regular charges appear in the price column when applicable.
- Full contract details, including invoice timing and cancellation data, are available by clicking into each contract.
Reviewing and Managing Contracts
- Access your contracts: Go to Subscriptions > Subscriptions to access all active and historical contracts. The dashboard displays each contract’s pricing name, customer email, subscription ID, pricing type, and billing cycle.
- Apply search filters: Use the filter bar to find contracts by the following attributes:
- Customer email
- Pricing name
- Subscription ID
- External Customer ID
- Trade Order ID
- Refund Order ID
- Invoice ID
- Refine results by pricing type: Choose Flat price, Package price, or Based on usage to display only relevant subscription entries.
- Review contract statuses:
- Trial: The subscription is in a free trial phase before billing begins.
- Incomplete: Checkout was started but not completed; no active billing cycle is created.
- Active: Billing is in progress and invoices are being issued.
- Canceled: The subscription has been manually terminated.
- Sort by billing cycle: Display subscriptions by Weekly, Monthly, Quarterly, Yearly, or Customer-initiated billing.
- Clear all conditions: Select Reset to return to the full contract list without any applied conditions.
- View contract details: From the contract list, click the contract to open the full record.
- Review full contract information: The contract detail page includes:
- Status: Current contract status, such as Trial, Active, Canceled, or Incomplete.
- Invoice information
- Next invoice date
- Amount
- Currency
- Subscription information
- Customer email
- Subscription Time
- Pricing name
- Pricing type
- Billing cycle
- Trade orders
- Trade order ID
- Invoice ID
- Amount
- Trade order timestamp
- Refund orders
- Refund order ID
- Trade order ID
- Refund amount
- Refund order timestamp
- Cancellation details (if applicable)
- Scheduled cancellation date
- Cancellation request timestamp
- Canceled by (user or system)
- Actual cancellation time
- Cancellation note or reason
Exploring Linked Records
The contract detail page provides direct links to all related records. Any clickable field, including customer, pricing name, trade orders, refund orders, and invoices, can be selected to open its full record. This allows you to quickly access all subscription-related information by jumping directly to the relevant customer, pricing, or order pages from the contract record.
Regularly reviewing your contract records helps maintain billing accuracy and operational clarity. Go to the Subscriptions section of your admin to review active plans, identify inactive subscriptions, and ensure your billing data remains accurate.